Course Participants Single Dialog Workspace

Use this workspace to enter information about the participants in your courses.

The Course Participants tab contains general information about the selected course. In the Course Participants sub-tab, enter the individual participants for the course.

Note: The information in the Course Participants tab comes from the Course Information Card workspace. Changes that you make here update that information as well.

Throughout this description, the term "participant" is used to mean any contact person who is specified in a line in this workspace, whether enrolled or not.

You create courses in the Course Information Card workspace. After you create a course, start inviting participants to the course and enter the people who enroll. If too many people want to enroll, you can maintain a waiting list.

In the Course Participants sub-tab, enter the individual participants in the current course. For each line, enter a contact person who represents a potential participant. This means that a contact person entered in a line is not entered as enrolled until you select the Enrolled field in the line. This enables you to create a list of contact persons to be invited to the course and let these potential participants enroll individually.

In each line, enter information about whether the participant has been invited to the course, whether that participant has enrolled, and so on. Use the Selection Criteria Island to limit the number of participants that the Course Participants sub-tab displays. For example, you can limit the participants you want to view to those on the waiting list.

Maconomy's Resource Management Portal module offers a functionality that automates most of the enrollment procedure and allows invited participants to enroll through a link sent by e-mail. For more information about this, see the description of the Course component in the Portal Modules manual.

After a course is completed, the trainers can evaluate and enter the skill levels that the individual participants acquired. Use the Transfer Skill action to transfer the skill level information to the Employee Skills workspace, thus automatically updating skill data for employees in your system.

This workspace also provides a number of actions for easily entering all participants currently displayed in the Course Participants sub-tab as invited, enrolled, and so on.