Courses
The Courses button opens a screen to select the courses that must be completed to fulfill the Category requirements.
There may be multiple course/competencies assigned to a category.
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If the category is a Standard category, employees must complete all of the course/competencies listed to meet the requirements of the category. On the Indicators tab, Category Indicator ED Solution Standard 1 should be set to S to indicate this is a Standard Category.
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If the category is a Pool category, the employee needs to complete the indicated hours, credits, or number of classes in order to fulfill the requirement of the category--they do not have to complete all courses/competencies listed.
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On the Indicators tab, Category Indicator ED Solution Standard 1 should be set to P to indicate this is a Pool Category.
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On the Indicators tab, Category Indicator ED Solution Standard 2 should indicate whether the Pool requirements are fulfilled by the number of Credits (C), the number of Hours (H) or the number of Course/Competencies (R) completed.
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On the Parameters tab, Category Parameter ED Solution Standard Rate 1 indicates the number of credits, hours or courses required to fulfill the Category requirements.
Note:
Courses must be previously set up under the Courses screen. For more information on the fields available when filtering the list or adding, editing or viewing a record, see .
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Depending on the authorization role of the user, the following actions may be available:
Adding a Course
To add one or more Courses to the list, click on the Add button. The Course Search screen is displayed.
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After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
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To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
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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.
Note:
For more information on the assignment fields, see .
Deleting a Course
To remove one or more Course records from the open record, complete the following steps:
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Check the box on each record to be removed.
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Click on the Delete Selected button in the left pane.
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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.
Filtering the Course List
All Courses currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.
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Click the expand arrow on the Filter Criteria bar and enter the filter criteria.
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When the criteria have been entered, click on the Filter button to apply the filter.
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To remove the filter and display all records, click on the Remove Filter button.
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To view a specific record, click the expand arrow on the record.
Effective Date
The date this course/competency becomes a requirement for this category.
Expiration Date
The date this course/competency is no longer a requirement for the selected category or curriculum, if applicable. If there is no anticipated expiration for this course requirement, leave this field blank.