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    • Edit a Course

      Edit a Course

      1. From the Main Menu, click Training.
      2. Click Courses
      3. From the ‘Courses’ browse screen, double-click to open the appropriate course record, or select the course name and click ‘Edit’.
      4. The ‘Course’ record window will appear. Make the necessary changes.
      5. The browse list on the lower portion of the course edit window reflects any classes that have been scheduled for the course. See below for instructions on how to “Edit a Scheduled Class from the Course Record”.
      6. The course name can be modified by typing into the ‘Course Name’ field, but when ‘Save’ is clicked, a pop-up will appear to warn that the name change will affect other areas of the software that refer to the course. Click ‘Yes’ or No’ as appropriate.
      7. Click ‘Save’ when complete.

      Delete a Course

      IMPORTANT NOTE: You should not delete courses as you may want the information for future reference. If you decide that a deletion is appropriate, follow the instructions below.

      1. To delete a course record, first remove all connections between the course and any data types, including company site, job title, people type and individual employee connections – as well as existing student records in the Training > Training Done sub-module.
      2. Open the individual class record and click ‘Delete class’ at the bottom of the ‘Edit a Class’ data window. A prompt will appear, to ensure that you want to delete the class, noting that any related student records will NOT be deleted. Click ‘Yes’ or ‘No’ as appropriate.
      3. On the ‘Courses’ browse screen, click the silver box beside the name of the course you wish to delete.
      4. If you attempt to delete a course record that is linked to student training records, Simply Safety! will advise that the course is tied to student records and cannot be deleted as such. Ensure that you have removed all other possible links to a course before attempting to delete the course record.
      5. Hit 'Delete' on your keyboard. A pop up will appear to verify that you wish to delete the course record.
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    • Printing Courses

      Print an Individual Course Record

      This option prints a record of the course, with a list of the classes that have been scheduled under the course type.

      1. Open the appropriate course record. The ‘Course’ record window will appear.
      2. Click the ‘Printer’ icon at the bottom of the record window.
      3. A print preview screen will open. Double-check the information.
      4. Click the 'Print' icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

      Print a Company Course Report

      1. Select a report type from the drop-down list beside the ‘Printer’ icon at the top of the ‘Courses’ browse screen. A number of different course reports can be printed: ‘Courses with Details’ prints a detailed report of all courses that exist within the database, with information including course category (Ie. Classroom), course passmarks and retraining periods. ‘Courses with Categories’ prints a list of courses and their categories. ‘Active Training’ will prompt you to type in a specific year for which to display training statistics, then provides a list of training courses (listed with their course categories) scheduled in that year. ‘Cost Analysis’ provides a list of costs for training courses that were scheduled each year, organized by course category. Total costs are displayed by course name, course category and year.
      2. A print preview screen will appear. Double-check the information.
      3. Click the 'Print' icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.
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