Class Info Tab

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.

Certification_grid

 

How To Add a Certification

How To Associate to an Existing Certification

 

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.

employee grid

 

How to Add an Employee

How to Add Multiple Employees

 

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.

Employee Cost Distribution

 

How to add a cost distribution record