This tab allows users to include general information about the class in this record. They can include the class type, results (i.e. passed, failed, certified), a description of the course, the location at which it was offered, certifying entity, start and end dates, and the number of CEU or PDH hours granted.
Certifications Linked to the Class grid
This grid shows which certifications are linked to this class.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Edit Record, Add New Certification, Associate to Existing Certification, or Disassociate Existing Certification.
Right click in the grid and select Associate to Existing Certification.
The following popup will appear:
Click the Certification ID button for a picklist of all the available certifications
Choose a certification from the list and click Select.
Save and Close the popup. The certification will appear in the grid.
Employee Attending Class grid
This grid shows all employees who have taken this iteration of the class.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, Delete Record.
The Class Cost, Per Diem, Lodging, Travel, and Expenses fields are used to break out the costs of that employee taking the class.
The small field on the left is used to enter the cost. The large field on the right is a description of the expenses.
The Class Cost field is automatically filled out from the Class Cost field on the Class record.
The Total Cost will be automatically updated with the total of the above cost fields.
Fill out other fields as desired.
Note: When the employees selected here are also added to the Employees Grid in the related Certification record, the class in this record will appear in the Classes Taken By Employee Grid. The relationships between these two modules allow you to easily track which employees have received certifications as well as what classes each employee has taken towards those certifications.
Right-click in the grid and select Add Multiple Employees. The following pop-up will appear:
Click on the desired employees while holding the CTRL button to select them.
Click Select.
The employees will be added to the grid.
Employee Cost Distribution grid
This grid shows accounts that are being used to pay for each employees class. This grid is tied to the Employee Attending Class grid. Select a record in the Employees Attending Class grid to show the related cost distribution records in this grid.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, Delete Record.
How To Associate to an Existing Certification
