Close Multiple Course per Employee

Close Multiple Course per Employee

Purpose: To describe the functionality of the Close Multiple Course per Employee feature within the Employee Training module.

This feature was designed to be used in situations where a single employee is required to take numerous courses at one time (i.e. a new hire or annual proficiency exams). Rather than having to open each course, open each training class, complete each training class, and close each training class; the Close Multiple Course per Employee feature makes the process much faster and easier. This feature allows all open training classes for a single employee to be completed and closed in just a few clicks.

  1. From the Employee Training Management Menu window, double-click Close Multiple Course per Employee.

    NOTE: This feature may also be accessed from the ribbon(n) display element where toolbars appear as tabs which (when selected) display buttons which act as menu selections or which may also expand to sub-menus or shortcut menu(n) in Pentagon, a display element where a toolbar contains buttons that (when selected) display a drop down menu containing selections which may also expand to sub-menus. Left-click Operations, go to Employee Training Management, and left-click Close Multiple Course per Employee.
  2.  The Assign User To Multiple Courses window will appear.
  3. Identify the employee for which multiple courses need to be closed.

    NOTE: To complete the User field, the employee must be listed in the User List.
    1. Left-click the User field.
    2. The Users List search window will appear.
    3. The appropriate user may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button.
  4. The list of employee training records (that have not already been closed) will appear.
  5. Left-click the line that corresponds to the employee training record that needs to be completed and update as follows:
    1. Left-click the check box in the Passed column to indicate that the employee passed the class.

      The Passed flag must be checked in order for the skills earned by the training class to appear on the Skills tab of the employee's user file.
    2. Indicate the grade received by the employee.
      1. Left-click the Grade field.
      2. The Course Grading Codes search window will appear.
      3. The appropriate grade may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button.
    3. Indicate the date on which the skills earned or demonstrated during the training course are no longer valid for the organization.
      1. Left-click the drop down button  in the Good Until field.
      2. The clock widget will appear. Left-click the appropriate date.

        NOTE: The date may also be manually typed.
    4. Ensure that the Attended From and Attended To fields are correct.
    5. Ensure that the Missed Days and Missed Hours fields are completed.
  6. After each line has been completed, close the training records by left-clicking the Update button in the Close Multiple Course per Employee window toolbar.

    NOTE: Once the status has been changed to Closed, the status cannot be changed and no information may be added or changed on the employee training record. Ensure all information is correct prior to changing the status to Closed.

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Close Multiple Course per Employee