Field or Form Element

Description

Back button

Click the Back button to go back to the previous page.

Save button

Click the Save button to save the course.

New Course button

Click the New Course button to begin a new course record.

Copy button

Click the Copy button to create a copy of the record.

Delete button

Click the Delete button to delete the Course. This will move the Course record to the Recycle Bin. It will not be permanently deleted until it is deleted from the Recycle Bin.

Field or Form Element

Description

Course Title

A text field which contains the name of the training.

Course Number

The Course Number is a unique number which identifies the Course record in the database. Leave this field blank to have Training Manager assign the number for you, or set the value manually according to your company course numbering convention.

Category

A selection field which contains the list of Course Categories. You may add a new Course Category by right-clicking on the folder in the hierarchy on the left, and then selecting the "New" context menu option.

Credits

A numeric field which indicates how many Credits the Course is worth.

Status

A selection field which indicates whether the Course is "Active" or "Inactive". To retain historical training data for Courses which are no longer in use, set the Status to "Inactive". This will allow you to exclude or include the Inactive records in reports as needed.

Default Location

A selection field which represents the default Location that will be set when creating a new Class Session record. The selection values available in this field include all Locations configured in the Location hierarchy folders located on the left side of the main "People" tab.

Default Trainer

A selection field which represents the default Trainer that will be set when creating a new Class Session record. The selection values available in this field include personnel who have the "Is Trainer" field set to "Yes".

Default Fixed Cost

A numeric field which indicates the default "Fixed Cost" that will be set when creating a new Class Session record.

Default Student Cost

A numeric field which indicates the default "Student Cost" that will be set when creating a new Class Session record. The Student Cost on the Session record is used for each student added to the Session. The total cost is the Fixed Cost + the sum of the Student Costs.

Field or Form Element

Description

Required

A toggle field (Yes/No) which indicates whether the course version is required. This field is used in conjunction with "Version based" Requirements (it has no impact if you do not have Requirements set up for the course). You can set it to "No" for minor changes in a training document such as a typo, so it doesn't require re-training. Set to "Yes" if the change does require re-training.

Version

A numeric field used to track the version number for a course.

Effective Date

A date field to record when the Course Version becomes effective. If you have version based Requirements configured, this is the date when the new version becomes effective, and it is the deadline for re-training to avoid an "Overdue" status.

Document Number

A text field which allows numbers and letters to identify the Document Number used for training materials (for example an SOP Number).

Document Version

A text field which allows numbers and letters to identify the version of document used for training with the corresponding course version.

Document Title

A text field to identify the Document Title used for training materials (for example an SOP Title or the name of the document used for training).

Field or Form Element

Description

List of Course Requirements

List of training Requirements for the selected Course. See the Requirement Details.