Courses section

Note  

The Courses section is only available after the license has been created from the General section.

The Courses button opens a screen to search for and select courses/competencies that are the requirements for creating an automatically generated license. Once an employee has completed all the courses and competencies listed, a license is added to the employee Licenses screen.

To initiate the process to generate licenses for all employees, go to Actions > Processes > Generate Licenses. To initiate the process for a single employee, from Employee Record > Employee Actions, select the Generate Licenses button.

Depending on the authorization role of the user, the following actions may be available:

To add one or more Courses to the list, click on the Add button. The Course Search screen is displayed.

  1. Enter values in the fields to find the desired courses and click Search.

    The results are listed below the search screen.

  2. To select one or more records, click the selection box to the left of the record to alternately add or remove the check mark.

    To select or clear all records in a specific search result set, click on the box above the search results to add or remove all check marks.

  3. After selecting records, click the action button for either Assign: Common Data to enter the same assignment values to all selected records, or Assign: Individual Data to add different values to each selected record.

  4. Update the Effective Date and Expiration Date fields and click Save.

To remove one or more Course records from the open record, complete the following steps:

  1. Check the box on each Course to be removed.

  2. Click Delete Selected in the left pane.

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

    Note  

    This action removes the selected course records from this record only, it does not delete them from the Course/Competency configuration screen.

All Courses currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

  1. Click the expand arrow on the Filter Criteria bar.

  2. Enter your filter criteria and click Filter to apply the filter.

  3. To remove the filter and display all records, click Remove Filter.

  4. To view a specific record, click the expand arrow on the record.

Related topics

General section

Steps for Creating an Automatically Generated License