Summary

Closing a course is the last step in course management. When you close a course, attendees with Status = "Passed" gain any competencies and qualifications associated with this type of course. PayGlobal copies the Competencies records and Qualification Types records from the Course Types record to the Employees records.

Procedure

To close a course:

1. Navigate to Human Resources | Learning & Development | Course Details | Courses.
2. Double-click the course that you want to close to view the Courses form.
3. Click the Course Status tab.
4. Currently, Status = "Open".
5. Click Edit.
6. Right-click the top part of the Courses form (not a tab page) to see the menu.
7. Click Close Course.

   A Confirm message appears about the competencies and qualifications that PayGlobal will transfer to the employee's record.

8. Click Yes.

   The Course Status tab | Status field changes to "Closed".

9. Click Save + Close to return to the Courses grid.

See also

Course Details

Create a Courses Record