Education Transactions
The Education Transactions screen displays the classes the employee has taken and detail information on those classes such as credits or hours earned, or score. Employee transactions can be added to this screen and existing transactions can be edited or deleted.
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Employees can enter their own education transaction information in this screen, if they have the authorization role.
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Managers can handle education transaction requests from this screen.
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Transactions can be entered in this screen for courses that are not set up in the system. These transactions are for reporting only; they do not count towards any education requirements.
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When this screen is updated from a download from the badge reader, the default Transaction Status entered is determined by Course Parameter ED Solution Standard Alpha 1.
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When multi-session class transactions are posted from a badge reader, a Sessions tab is displayed. Click on this tab to view details about the dates and time of the sessions.
To view the details of an existing record, click the expand arrow of a record to open it.
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The following tabs are available when adding or viewing a record: Adding an Education Transaction Record Handling Employee Education Transaction Requests in the Employee Record |
Action Buttons
The following status options are available:
Approve
The Approve button is used to allow the employee to take the request.
Cancel
The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.
Deny
The Deny button is used to inform employees that their request is not allowed.
The following edit options are available:
Add Calendar
The Add Calendar button is used to open a screen to add a new calendar entry to an existing calendar request.
Delete Request
The Delete Request button is used to delete a previously submitted request.
Cancel Request
The Cancel Request button is used to cancel the entire request and all the records included in the request. When a request is canceled, it is set to a status of Canceled but is still displayed in transaction screens.
Remove From Request
The Remove From Request button allows users to remove the selected entries from the request. For example, if an employee has a request with multiple, non-consecutive days, one or more of the days can be removed from the request.