Summary

Courses are specific learning events that are based on a course type. When you create a Courses record, you can copy default values from the Course Types record, and then add course-specific details, such as attendees.

Procedure

After you set up the prerequisite entity records (see Course Details), use the following process to create Courses records.

1. Navigate to Human Resources | Learning & Development | Course Details | Courses.
2. Press Insert.
3. On the Add Courses form, enter values for the following fields:
   • Code and Description
   • Enter Details (i) tab values. You need to enter:

     Course Type that this course is based on

     Course Venue.

   • Enter Course Status tab values. You need to enter:

     Begin date - If you use roster integration functionality, then you must add a Begin date value so PayGlobal can copy across makeup records from the Course Types | Days tab.

     End date - You must add an End date value before you save the Courses record and copy across defaults so PayGlobal can calculate the Details (ii) tab | Review date value.

4. Click Save.
5. Right-click Details (i) tab page and click Copy Defaults to copy default values from the Course Types record.

   A Confirm message appears about existing resources.

6. Click Yes.

   PayGlobal copies across makeup records from the Course Types | Resources tab.

   A Confirm message appears about existing days.

7. Click Yes.

   PayGlobal copies across makeup records from the Course Types | Days tab.

   An audit log Confirm message appears.

8. Click Yes to view the log.
9. Check that PayGlobal copied default values from the Course Types record to the Courses record.
10. Press Esc to exit the log.

    The Courses record now contains default values that you can accept or edit according to the specifications of the course.

11. Create Course Attendees records.
    • Save Course Attendees record.
    • Copy learning outcomes from the Course Types record.
    • Copy course feedback from the Course Types record.
    • Enter Initial values in the Course Attendees Learning Outcomes records.
12. Associate Instructors with the Courses record.
13. Check default Course Course Resources records.
14. Create Course Costs records.
    • Enter Details tab values, such as Cost Type and Cost Category.
    • Right-click top part of the Courses form and click View Cost Information to review course costs.
15. Check Course Days records created from the Courses | Details (ii) tab | Number of days field.
16. Click Save + Close.

See also

Course Details

Integrating Courses with Rostering

Close a Course