Categories

The Categories button opens the screen to view and/or edit the Education Tracking categories this course is assigned to, or to add a new category. To open and view the details of the effective date and expiration date for each category, click the expand arrow on the record.

Note:  

These categories must first be set up on the Category screen. For more information on the fields available when filtering the list, or when adding, editing or viewing a record, see Configuration > Education Tracking > Category.

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

Adding a Category

To add one or more Category default assignments to this course/competency, click on the Add button. The Category Search screen is displayed.

  1. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

  2. 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.

  3. After selecting records, click the action button for Assign: Common Data to assign the same Effective Date and Expiration Date to all categories, or click on Assign: Individual Data to enter different dates for each selected category.

    Note:  

    For more information on the fields available, see the documentation for Configuration > Education Tracking > Course/Competency.

Deleting a Category

To delete one or more Category records from the open record, complete the following steps:

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

  2. Click on the Delete Selected button 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 category records from this record only, it does not delete them from the Category configuration screen.

Filtering the Category List

All Categories 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 to the right of the Filter Criteria bar and enter the filter criteria.

  2. When the criteria have been entered, click on the Filter button to apply the filter.

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

  4. To view a specific record, click the expand arrow on the record. The Effective Date and Expiration Date can be edited from this screen.

Depending on the page displayed, the following fields may be available:

Effective Date

Expiration Date

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

General

Classrooms

Instructors

Reports

Resources

Associated Courses

Prerequisite Courses

Transaction Entry

Effective Date

The date this course becomes a requirement for the selected category or curriculum.

Expiration Date

The date this course/competency is no longer a requirement for the automatic generation of this license, if applicable. If there is no anticipated expiration for this course requirement, leave this field blank.

Action Buttons

The following action buttons may be available in the left pane for adding or deleting related records:

Click on the Add button to open a screen to configure a new record.

Complete the following steps to add a new record:

  1. Click on the Add button in the left pane. The corresponding New Record screen is displayed.

  2. Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.

    • Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.

    • Fields that require specific standard response values, such as Yes/No, display a Drop-Down Menu arrow to open a list of valid options.

    • Fields that require date values display a calendar in the Field Look Up Values in the right pane. If there is no right pane, the Date Selector icon is displayed to open a calendar to select a date. Date values can also be typed in.

  3. If there are Indicator and/or Parameter tabs, these must be configured as well. Default values are displayed for all indicator settings (and selected parameter settings), but may be changed for this record. For more information on indicator and parameter settings, see Configuration > System > Indicators and Parameters. See also the Rules and Parameters Specification documentation.

  4. Depending on the screen being set up, there may also be additional Section buttons in the left pane. Click on the buttons to open and configure those additional screens.

  5. When all screens have been completed, click on the Save button to save the new record values.

    Note:  

    For more information and screen prints, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

 

Advanced/Basic

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Note:  

The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences > My Preferences > Search > Mode. The Advanced/Basic buttons only display on screens with Advanced search capabilities.

The Assign: Common Data button is used when assigning multiple records that need values entered. This indicates that all the selected records should be assigned the same values.

For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number are the same for all pool assignments, select Assign: Common Data. The user only needs to add these values once and they are assigned to each record.

Note:  

If records should have different values, select Assign: Individual Data, and each record is opened separately to add values.

The Assign: Individual Data button is used when assigning multiple records that need values entered. This indicates that the selected records should be assigned different values.

For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number should be different for some (or all) of the pool assignments, select Assign: Individual Data. Each record is open to add values.

Note:  

If all records should have the same values, select Assign: Common Data, and the values only need to be entered once.

To assign records to another record, check the boxes to the left of each record and click on the Assign Selected button.

 

After records have been selected in the search, the following additional actions may be available in the left pane:

Click on the Save button to save the new or updated information in the current screen.

The system does a validation on fields to verify a valid value has been entered. If the value is not valid, a warning message is generated, and the record is not saved.

Click on the Reselect Data button to reload the previous search results, so the user can select which records to display.