Important: This Is a Three-Stage Process
To make a learner available as a qualified instructor for a course in KMx, you must complete THREE separate stages.
1Stage 1: Update the Member Profile
Locate the individual's member record and set Is a Qualified Instructor to Yes.
2Stage 2: Create an Instructor Resource
Create a new Resource Record, select Instructor as the resource type, and associate it with the appropriate member.
3Stage 3: Assign the Instructor to the Course
Do not overlook this final stage.
Open the desired Course Record and add the instructor through Review Qualified Instructors.
This establishes the relationship between the instructor and the specific course they are qualified to facilitate.
Do Not Stop After Creating the Instructor Resource The instructor must also be assigned to the appropriate course before they can be selected from the instructor dropdown in the Class Record.
Stage 1: Update the Member Profile
1
Locate the Member Profile
From the main KMx administration menu, select the People area.
Search for the existing member who will become a qualified instructor.
If the individual does not have a profile in KMx, create a new Member Record first.
2
Enable Qualified Instructor Status
Open the desired Member Record.
Locate the Is a Qualified Instructor setting and change its value to Yes.
Click Done to save the member record and return to the home screen.
Stage 1 Complete - Continue to Stage 2 The member is now identified as a qualified instructor.
However, you must still create the Instructor Resource Record and then assign that instructor to the appropriate course.
Stage 2: Create the Instructor Resource
3
Insert a New Resource Record
From the main administration menu, select Setup.
Choose Insert Resource Record and click Next.
4
Configure the Instructor Resource
Complete the Resource Record configuration form.
- Resource Title: Enter a descriptive title for the instructor resource.
- Resource Type: From the dropdown menu, select Instructor.
- Instructor Name: Select the appropriate qualified instructor from the dropdown list.
Once the information is complete, click Done to save the Resource Record.
Tip:Ensure that the selected instructor is the same member whose Is a Qualified Instructor setting was enabled in Stage 1.
Stage 2 Complete - One Final Stage Remains You have now created the Instructor Resource Record.
You must still assign the instructor to the course they are qualified to facilitate.
Continue with Stage 3 below.
Stage 3: Assign the Instructor to a Course
5
Locate the Course Record
From the main administration menu, select Courses.
Under the Courses dropdown, select Review a Course Outline, then click Next.
Locate the course that the instructor is qualified to facilitate.
Click the course title to open the Modify Course Record screen.
6
Assign the Qualified Instructor
On the Modify Course Record screen, locate Review Qualified Instructors.
Click the appropriate link to open the qualified instructor management screen.
Add the appropriate instructor or instructors to the list of qualified instructors for this course.
Click Done when finished.
Important:Qualified instructors are assigned at the course level.
If an individual is qualified to facilitate multiple courses, repeat the course assignment process for each applicable course.
7
Verify the Instructor in the Class Record
After the instructor has been assigned to the course, open the relevant Class Record.
The instructor should now appear as an available option in the instructor dropdown menu.
Verification:Confirm that the correct instructor appears in the dropdown list before assigning them to the class.
Qualified Instructor Setup CompleteOnce the member has been identified as a qualified instructor, the Instructor Resource Record has been created, and the instructor has been assigned to the appropriate course, the required setup is complete.
Verify that the instructor appears in the Class Record's instructor dropdown menu before proceeding.