General

The General screen is where the basic information for the class group is entered, including the code and date range of the classes.

If available, Indicator and/or Parameter tabs open screens to view settings that determine processing rules specific to the open record.

The Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.

Depending on the page displayed, the following fields may be available: Code Date Range Begin Date Date Range Begin Time Date Range End Date Date Range End Time Description Enrollment Method Transaction Generation Method

The following additional section options are available in the left pane: Attendees Classes

Code

Short, alphanumeric code identifying this class group record.

Date Range Begin Date

The earliest date of a class included in the class group. This date will adjust to include any added classes which are scheduled outside the originally entered date range.

Date Range Begin Time

The earliest time on the Date Range BeginDate to be included in the search for class groups.

Date Range End Date

The latest date of a class included in the class group. This date will adjust to include any added classes which are scheduled outside the originally entered date range.

Date Range End Time

The latest time on the Date Range End to be included in the search for class groups.

Description

Label describing this class group record.

Enrollment Method

Setting that determines whether employees are immediately enrolled in a class or an enrollment request is submitted that requires approval by an authorized user.

Enrollment Method Options

The following Enrollment Method options are available:

Immediate	All employees are immediately enrolled in the class without submitting a request.
Need	Employees who have a mandatory requirement for a course (based on education requirements) are immediately enrolled in the class without submitting a request. Employees who have a non-mandatory requirement for the course or no requirement are submitted as a request to enroll in the class. The request must be approved before the employee is enrolled in the class.
Request	All employees are submitted as a request to enroll in the class. The request must be approved before the employee is enrolled in the class.

Transaction Generation Method

Determines whether the education transactions are created for each individual class as they are completed (Class) or only after all classes have been completed (Course).

• When this value is set to Class, transactions are created for each class as they are completed regardless of the number of classes in the group with the same course code.

• When this value is set to Course, one transaction is created for each course represented in the class group.  If multiple classes with the same course code exist in the class group, one transaction is created when all classes with the same course code have been completed.