Step 1: Select an existing course for which to schedule a class from the drop-down menu.

Click 'Next' to move to Step 2.

Step 2: Connect the course to job titles, people types, individuals and/or company sites.

Highlight the appropriate data, and click the right-pointing blue arrow button to link to the course. To select multiple listings, click CTRL while choosing your options.

Click ‘Next’ to move to Step 3.

• NOTE: If a course is not linked to an individual employee, site, job title or people type, it may result in an incomplete training list. We strongly recommend that you connect each course to only one data type.

Step 3: Create a class

Enter the new class information.  If the course results in a certificate, click the ‘Certificate Course’ checkbox. When a course has been deemed a certificate course, the system will prompt you to enter relevant details about the certification during Step 4, which involves enrolling students in the course.

Click 'Next’ to move to Step 4.

Step 4: Enroll Students

1. Click the 'Check for Training Due' button to bring up the training due search box.
2. Select the appropriate region, site and company, or choose to view training due for 'All' people connected to this course.
3. Enter the number of days ahead you wish to search for training due and click 'OK'.
4. A list of potential students, who are linked to and due for the course will appear on the ‘Enroll Students’ tab.
5. Click the 'Enroll' checkboxes to add students to the class. The student name disappears from the list when 'Enroll' is clicked, and will then appear on the ‘Enrollment tab.

If the course was deemed a ‘Certificate Course’ in Step 3, then the ‘Certification/Professional Designation’ record window appears the first time you click to ‘Enroll’ a student in the course.

1. When the ‘Certification/Professional Designation’ window appears, input the relevant details.
2. Click ‘Save’ when complete.
3. When a certificate class has been noted as passed and complete, a certification record will appear for the employee, in both the Training > Certifications sub-module, and on the ‘Certification’ tab on the personnel record in People > People. When class enrollment is complete, click the 'Enrollment' tab to view the class list and to email notify managers and/or students of enrollment(s).

Enrollment Tab

Once you have created a course and scheduled a class, the course and any scheduled classes will now appear on the ‘Training Control Center’ tree, and within the ‘Courses’ and ‘Classes’ sub-modules.

When a student is enrolled in a class, a student training record is added both to the ‘Training Done’ sub-module and on the 'Training' tab of the employee’s personnel record in the 'People > People’ sub-module. These records are missing a ‘Pass mark’ and a ‘Complete’ checkmark until the class has actually been completed, when a manager should fill in the appropriate information.

Students can be ‘un-enrolled’ from a course via the class record in the ‘Classes’ sub-module.

For employees to be scheduled or rescheduled for training, the training courses must first be assigned by some type of identifying data: job title, people type, site or as an individual employee.

If a “course-data” connection is not made, this may result in an incomplete training due list.

Ensure that each employee’s personnel record is populated with a job title, people type and/or site if any of these data types will be used as course connections.

Decide whether to connect the course to a people type, job title, a company site and/or an individual employee. For simplicity, stay with one connection method if possible. While a combination of one or more connections can be used, this is not recommended.

To make a course-data connection, select a ‘Connect Course to [Data]’ option from under the ‘Maintenance’ node on the ‘Training Tree’. The appropriate ‘Course to [Data]’ window will appear.

To link courses to a data type:

1. Double click on the appropriate ‘Course to [Data]’ under the Maintenance node in the ‘Training Tree’.
2. Select the course that the data will be connected to.
3. Click to select the appropriate data from the ‘Select [Data]’ list. To select multiple data, hold the ‘CTRL’ key while clicking on the appropriate data.
4. Click the right-pointing blue arrow button to link the data to the course. The selected data will now appear in the ‘[Data] Linked to the Course’ list on the right of the window.
5. To remove data from the ‘Linked’ list, click to select the appropriate data then click the left-pointing blue arrow button. The data will appear in the ‘Select [Data]’ list once again.
6. Click ‘Save’ to save any changes, then click ‘Exit’ when you are done.

You may assign a course to more than one category if necessary, but this is not a recommended practice.

NOTE: You can also connect a course to a data type through the ‘Course/Class Add Wizard’ when first creating a new course or a new class for a course.

The ‘Course/Class Add Wizard’ follows through the steps of creating courses, scheduling classes and enrolling students in scheduled classes.

Once courses and classes are created and scheduled via the Wizard, course and class records can then be accessed and edited via the corresponding sub-modules.

To access the Wizard, click the ‘Course/Class Add Wizard’ button at the bottom of the main ‘Training Control Center’ screen.

NOTE: The ‘Course/Class Add Wizard’ is the ONLY place where you can create new courses and classes.

The Wizard contains two options: ‘Add a new course’, or ‘Add a class to an existing course’.

Courses must first be added to the database before related classes can be added (scheduled) for those courses.