What is a Class Record?A class is a scheduled instance of a course that takes place at a specific date, time, and location.
Before creating a new class, determine whether you can reuse an existing class record or whether you need to create one from scratch.
1
Check for an Existing Class
Is this a new session for a class that has already been delivered?
- Yes: We recommend copying an existing class record and updating the necessary information.
- No: Proceed to Step 2.
To find an existing class, navigate to the following location:
Locate the desired course and class record. Scroll to the bottom of the page and click Copy.
Tip: After copying the class record, update the fields on the new record, including the location, dates, maximum number of students, and other applicable settings. If the copied class is fully configured, you do not need to create another class from scratch.
2
Confirm the Course Record Exists
Before creating a new class, verify that the associated course record already exists.
- Yes: Proceed to Step 3.
- No: Create the course record first.
We recommend locating an existing, similar course record used for classroom training and copying it.
Locate the desired course and click its title to open the Modify Course Record page.
Scroll to the bottom of the page and select the appropriate copy option.
Which copy option should I use?- Copy: Use when you only need to duplicate the course record.
- Copy Entire Course Outline: Use when the course contains outline items that must also be maintained.
Most classroom training courses do not contain course outline items, so copying the course record is usually sufficient.
Once copied, update the new course record with the appropriate title, description, duration, keywords, catalogue, and other required information.
3
Verify the Training Location
Check whether the location where the class will be delivered already exists in KMx.
- Yes: Proceed to Step 4.
- No: Create a new location record.
To add a new location, navigate to:
Creating a New Class Record
Once the course and training location exist in KMx, you can create the new class record.
4
Insert a New Class Record
From the main administration area, select Courses on the left navigation panel.
Under the Classes dropdown, select Insert a Class Record, then click Next.
5
Select the Course
From the available courses dropdown, select the course associated with the new class session.
Click Next to continue.
6
Configure the Class Details
Complete the required class information on the form.
Required Fields: All fields highlighted in green are mandatory and must be completed.
Configure the class with the appropriate information, including:
- Class title displayed to learners
- Training location
- Class dates and times
- Maximum number of students
- Any additional applicable settings
7
Save the Class Record
After completing all required fields, review the information for accuracy.
Click Done to save the class record.
Class Setup CompleteAfter saving, review the class record to verify that the course, location, schedule, and capacity are correct.
Your new class record is now ready for any additional administrative configuration required by your organization.