Summary

The Details (ii) tab contains generic course values that you can copy to Courses records that are based on this course type. When you create a Courses record, you select a Course Type. You can then can right-click the form and click Copy Defaults to copy across course information from that Course Types record.

Fields

PayGlobal can copy most of these default field values into Courses records that you create from this course type.

Is employee:

Yes/No field that indicates whether the person responsible for organising this type of course is an employee.

Employee:

Enabled when Is employee = "Yes". Employee responsible for organising this type of course.

Name:

Enabled when Is employee = "No". Name of the person responsible for organising this type of course.

Default total course hours:

Default number of hours that this type of course will run for. 

Default cost per head:

Default estimated cost per attendee for this type of course.

Default cost per course:

Default estimated total cost for this type of course.

Review after (days):

Number of days after which people who attended this type of course need to have their capability reviewed or refreshed. If the Course Types record is associated with a qualification or competency that requires "refreshing", then you must populate this field. When an employee successfully completes this type of course, PayGlobal populates their Employee Qualifications (or Competencies) | Review date field with the following value: Course End date + Review after (days).

Default approved assistance:

Default budget or subsidy available for this type of course. 

Duration type:

Default duration unit for this type of course.

• Hours (default setting)
• Days
• Weeks
• Months

Default duration:

Default number of duration units for this type of course.

Number of days:

This field is part of roster integration functionality. If you add a Number of days value, and then save the record, PayGlobal creates the corresponding Course Type Days makeup records on the Days tab page.

Default # of sessions:

Default number of sessions for this type of course.

Update attendees' roster:

This Yes/No field is part of roster integration functionality. It determines whether attendees' rosters are updated when you add, edit, or delete a course day. By default, Update attendees' roster = "No". After you set up the course and add attendees, you can change Courses | Details (ii) tab | Update attendees' roster to "Yes". When you save the Courses record, PayGlobal updates attendees' rosters.