Adding a Class Record
A class is a scheduled instance of a course that will take place at a specific point in time and location. The following is a summary of the basic steps to add a new class record:
- Is this a new class session for a class that has already been run? If no, proceed to the next step. If yes, open one of the existing class records and use the copy feature and then update the location, dates, max students, etc. From the main admin area select the Courses button on the left panel, use the classes dropdown to select Review a Class Record and click next:
After you locate the desired course and existing class record, scroll to the bottom of the page and click the Copy button:
Once the copy is done, modify the necessary fields on the new record.
- Does the course record already exist? If yes, go to the next step. If not, the course record needs to be created first. We recommend opening an existing, similar course record that is used for classes, copying it and updating it for the new course by changing the title, description, duration, key words, catalogue, etc. From the main admin area select the Courses button on the left panel, use the Courses dropdown to select Review a Course Outline and click next:
After you locate the desired course record, click the course title to open the Modify Course Record page, scroll to the bottom of the page and click the Copy button. Note that most course records used for classroom training do not have items in the course outline so you can simply copy the course record. If there are items in the course outline that you want to maintain, use the Copy Entire Course Outline button:
Once the copy is done, modify the necessary fields on the new record.
- Does the location already exist? If yes, go to the next step. If no, click the Setup button on the left panel and use the Resources and Locations dropdown to Insert Location Record:
- To insert a new class record from scratch, from the main admin area select the Courses button on the left panel, use the Classes dropdown to select Insert a Class Record and click next:
5. Select the desired course from the dropdown menu and click next:
6. All fields highlighted green are mandatory so they must be completed. Configure the class with the desired location, dates, title as it will appear to learners, etc:
7. After completing all the necessary fields, click done: