Creating a Course for Class Tracking

KMx Admin > Courses

Creating a Course and Class Record

Classroom and session tracking administration guide

Overview

To manage classroom training or track attendance at scheduled sessions, you first need to create a Course Record.

Once the course has been created, you can schedule individual sessions by creating Class Records. Learners can then be enrolled in the appropriate class.

Part 1: Creating the Course Record

1

Insert a New Course Record

From the main administration menu, select Courses.

Select Insert a Course Record from the dropdown menu and click Next.

Courses → Insert a Course Record → Next
KMx Insert a Course Record selection
2

Configure the Course Settings

A new Course Record form will open. Complete the course information and configuration settings.

Required Fields: Pay special attention to fields highlighted in green. These fields must be completed.
  1. K/S Table: Select the K/S Table where you want to organize the course.
  2. Course Title and Description: Enter a descriptive title and explanation of the training.
  3. Catalog Availability: Select Yes if the course should be available in a catalog. Otherwise, select No.
  4. Self-Enrollment: Select Yes if learners should be able to enroll themselves. Select No if administrators will enroll learners directly.
  5. Email Notifications: Configure the three available email notification options as Yes or No according to your requirements.
  6. Allow Duplicate Enrollment: Select Yes if learners should be permitted to enroll again. Select No if learners should complete the course only once.
  7. Have Course Autocomplete: Set this option to No for classroom-style courses.
  8. Catalog Assignment (Optional): Select the catalog where the course should appear, if applicable.
KMx course configuration settings
Saving Your Course:

Once all information is complete, click Done or Return to save the record.

Clicking Refresh saves your changes and keeps you on the current screen.

Part 2: Creating the Class Record

Once the course has been saved, the next step is to create a scheduled occurrence of that course, known as a Class.
3

Insert a New Class Record

From the main administration menu, select Courses.

Select Insert a Class Record and click Next.

Courses → Insert a Class Record → Next
KMx Insert a Class Record menu
4

Select the Course

From the course dropdown list, select the course for which you want to create a new class session.

Click Next to continue.

KMx select course for class
5

Verify the Class Location

On the Class Record form, select the location where the class will take place.

If the desired location is not available, you must create the location record first.

Setup → Resources and Locations → Insert Location Record
KMx Insert Location Record menu
Tip: Once the location has been created, return to the Class Record form and select it from the location dropdown menu.
6

Configure the Class Details

Complete the required fields on the Class Record form.

Required Fields: Fields highlighted in green must be completed.
  1. Start and End Date: Enter the class start date and time, as well as the end date and time.
  2. Enrollment Cutoff: Optionally enter a cutoff date after which additional enrollments will no longer be permitted.
  3. Time Zone: Select the appropriate time zone for the class.
  4. Class Title / Information: Enter a title that learners can easily identify. You may include the course title, training location, and class date.
  5. Maximum Learners: If applicable, specify the maximum number of learners permitted in the class.
  6. Save the Class: Click Refresh to save your class details.
KMx Class Record configuration form

Part 3: Batch Enrolling Learners (Optional)

Once the class has been created, you can enroll multiple learners at the same time using the batch enrollment feature.
7

Locate Learner Directory Service IDs

To batch enroll learners, you will need each learner's Directory Service ID.

You can find these IDs by running the List of Learners report from the Reports tab.

Reports → List of Learners
8

Batch Enroll Learners

Open the batch enrollment section of the Class Record.

  1. Enter Learner IDs: Enter each learner's Directory Service ID on a separate row.
  2. Set Enrollment Status: Select the appropriate status for the learners.
  3. Submit Enrollment: Click Submit to complete the batch enrollment.
KMx batch enrollment form
Enrollment Status Options

Not Complete: Use when the learner still needs to attend the scheduled class.

Completed Satisfactorily: Use when the learner has already attended and successfully completed the class.

Important: Confirm the enrollment status before submitting, particularly when recording attendance for previously completed classes.
Course and Class Setup Complete

Your course and class records have now been configured.

If batch enrollment was performed, review the class enrollment list to confirm that the correct learners and completion statuses were recorded.

KMx Administration | Classroom Training and Session Tracking
Article ID: 102, , Modified: 10/29/2026 at 9:47 AM
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