This section shows general information about the currently selected course.
Course Island
| Field | Description |
|---|
| Course No.
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This field shows the number of the currently selected course.
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| Name
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In this field, you can enter a description of the current course.
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| Course Type No.
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This field shows the number of the course type of the current course.
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| Blocked
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This field shows whether the current course has been blocked.
When a given course is blocked, it is no longer possible to change information in the card or table part of this window.
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| Trainer No.
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If the trainer on the current course is an employee in your company, you can specify in this field the number of the employee in question. If you specify an employee number, Maconomy automatically completes the field “Trainer Name” with the name of the employee in question. If the trainer is not an employee, leave this field blank and manually enter the name of the trainer in the field “Trainer Name.”
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| Trainer
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If the trainer on the current course is not an employee in your company, specify in this field the name of the trainer.
If the trainer is an employee, leave this field blank and specify the number of the employee in question in the field “Trainer No.” above. This causes Maconomy to automatically complete this field with the name of the employee in question.
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Course Period Island
| Field | Description |
|---|
| Starting Date
|
In this field, you can specify the date on which the current course is scheduled to start.
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| Ending Date
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In this field, you can specify the date on which the current course is scheduled to end.
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| Started
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In this field, you can specify the time at which the current course is scheduled to start, either on the starting date of the course or generally on each day throughout the course, depending on your use of the system.
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| Finished
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In this field, you can specify the time at which the current course is scheduled to end, either on the ending date of the course or generally on each day throughout the course, depending on your use of the system.
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Skill Island
| Field | Description |
|---|
| Skill
|
In these fields, you can specify the name and number of the skill to which the current course pertains, that is, the skill which the participants will acquire at a certain level by participating in the course. When the course has been completed, the trainer or trainers can specify the acquired skill level for each participant and select the action “Transfer Skill” to transfer the skill levels to the window Employee Skills, thus automatically updating skill data for employees in your system. For further information, see the description of the action “Transfer Skill.”
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| Skill Type
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This field shows the type of the skill specified in the field “Skill No.” above.
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Course Description Island
| Field | Description |
|---|
| Description 1-5
|
In these fields, you can specify a number of texts describing the current course.
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| www
|
In this field, you can specify a web address pertaining to the current course.
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Participants Island
| Field | Description |
|---|
| Max. Number of Participants
|
In this field, you can specify the maximum number of participants allowed on the current course. If you specify a number, Maconomy automatically ensures that the number of participants enrolled for the current course does not exceed the specified number. If you do not wish to limit the number of participants allowed, specify 0.
Participants are enrolled for courses by marking the field “Enrolled” in the table part of the window.
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| Number Enrolled
|
This field shows how many participants have enrolled for the current course. Participants are registered as enrolled by marking the field “Enrolled” in the table part of the window.
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| Max. Number on Waiting List
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In this field, you can specify the maximum number of people allowed on the waiting list for the current course. If you specify a number, Maconomy automatically ensures that the number of participants on the waiting list does not exceed the specified number. If you do not wish to limit the size of the waiting list, specify 0.
Participants are put on the waiting list by marking the field “On Waiting List” in the table part of the window.
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| Number on Waiting List
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This field shows how many participants are currently on the waiting list for the current course. Participants are registered on the waiting list by marking the field “On Waiting List” in the table part of the window.
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| Closed for Enrollment
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Select this field to close the course for enrollment. When a course is closed for enrollment it will not be possible to enroll more participants in the course.
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Option List Fields
| Field | Description |
|---|
| List
|
In these fields, you can specify the option lists containing the values that should be available for further specification in the fields “Value” in this island. This means that the fields “Value” in this island can only be completed with options available in the corresponding option lists specified here. If you leave a given field empty, any value can be specified in the corresponding value field.
Maconomy suggests the option lists and values specified in the window Course Types for the course type of the current course.
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| Value
|
In these fields, you can specify a number of values for further specification of the current course. You can only use values available in the respective option lists specified in this island. If a given option list field has been left blank, any text can be entered in the corresponding value field. The fields can be used for further specification of the current course.
Maconomy suggests the values specified in the window Course Types for the course type of the current course.
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Selection Criteria Island
| Field | Description |
|---|
| Contact Person No.
|
In these fields, you can specify a range of contact person numbers. The table part will only show lines pertaining to contact persons within the specified range.
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| Employee No.
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In these fields, you can specify a range of employee numbers. The table part will only show lines pertaining to contact persons assigned to employees within the specified range. Lines with contact persons that do not represent employees are not shown if you specify a range of employee numbers.
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| Show Invited Only
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If you mark this field, the table part will only show lines on which the field “Invited” has been marked.
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| Show Not Invited Only
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If you mark this field, the table part will exclude lines on which the field “Invited” has been marked.
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| Show Enrolled Only
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If you mark this field, the table part will only show lines on which the field “Enrolled” has been marked.
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| Show Enrolled Incl. Waiting List
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If you mark this field, the table part will only show lines on which either the field “Enrolled” or the field “On Waiting List” has been marked.
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Course Location Island
In this island, you can specify the address at which the course is to take place as well as various contact information (for example, phone number and e-mail address) pertaining to the course location or course administration.
| Field | Description |
|---|
| Attn.
|
In this field, you can specify an attention person.
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| Country
|
In this field, you can specify the name of the country in which the lesson is to take place.
Maconomy suggests the value from the corresponding field in the card part of the window.
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| Phone
|
In this field, you can specify the phone number which participants should use in relation to the current lesson, for instance the phone number of the trainer or the location at which the lesson is to take place.
Maconomy suggests the value from the corresponding field in the card part of the window.
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| Fax
|
In this field, you can specify the fax number which participants should use in relation to the current lesson, for instance the fax number of the trainer or the location at which the lesson is to take place.
Maconomy suggests the value from the corresponding field in the card part of the window.
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| Telex
|
In this field, you can specify the telex number which participants should use in relation to the current lesson, for instance the telex number of the trainer or the location at which the lesson is to take place.
Maconomy suggests the value from the corresponding field in the card part of the window.
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| E-mail
|
In this field, you can specify the e-mail address which participants should use in relation to the current lesson, for instance the e-mail address of the trainer or the location at which the lesson is to take place.
Maconomy suggests the value from the corresponding field in the card part of the window.
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Access Level Island
| Field | Description |
|---|
| Access Level
|
Here you can enter an access level created in the window Access Levels. Users only have access to information about the current course, and can only refer to it in other windows if they have been assigned to this or a higher access level in the window User Access Levels in the Set-Up module. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to courses may depend on other factors. For further information about the standard access control configuration and access control in a multi-company model, please see the section “Introduction to the Access Control System” in the Set-Up module.
If you do not specify an access level, all users will have access to see information about the current course.
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Document Archive Island
| Field | Description |
|---|
| Document Archive
|
In these fields, you can assign a document archive name and number to the current course. By assigning a document archive to a course, you can keep track of the various documents related to the course. Document archives are created in the window Document Archives in the Set-Up module. See the description of that window for further information on the use of document archives.
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| Document Count
|
This field displays the number of documents in the Document Archive.
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Company Island
| Field | Description |
|---|
| Company
|
These fields show the name and number of the company to which the course pertains.
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Job Cost Island
| Field | Description |
|---|
| Job No.
|
In this field, you can specify the number of a job if the current course is related to a given job or the course activities should be registered on a given job. However, as no automatic posting is made in connection with courses, the field is for information only.
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| Job Name
|
This field shows the name of the job specified in the field “Job No.” above.
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| Activity No.
|
In this field, you can specify the number of an activity if the current course is related to a given activity or the course activities should be registered on a given activity in the Job Cost system. However, as no automatic posting is made in connection with courses, the field is for information only.
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| Task
|
In this field, you can specify the name of a task if the current course is related to a given task or the course activities should be registered on a given task. However, as no automatic posting is made in connection with courses, the field is for information only.
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User Island
| Field | Description |
|---|
| Created by
|
This field shows the name of the user who initially created the information in the window.
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| Date
|
This first Date field shows the date on which the information was originally created.
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| Updated by
|
This field shows the name of the user that made the latest change.
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| Date
|
This second Date field shows the date on which the information was last changed.
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| Version
|
This field shows a number corresponding to the version of the information shown. Maconomy automatically increases the version number by one every time the information is changed. It is not possible to retrieve previous versions.
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