Course Information Card Tab

Use this section to specify various general information about the course, such as the time and place of the course, its purpose, the maximum number of participants and the skills that participants will acquire by participating in the course.

In the table part of the window, you can set up a detailed lesson plan, each line representing a separate lesson with information about location, trainer, time, duration, contact information, and so on.

Course Island

Field Description
Course In these fields, you can specify the course name and number when creating a course. Both letters and numbers can be used in the course name and number. If you do not specify a value, the course is assigned the next available number from the number series “Course Series” in the window Number Series in the Set-Up module. Once the course has been created, the number can no longer be changed.
Course Type No. In this field, you must specify a course type when creating a course. The course type contains certain template information which is transferred to the new course, but can subsequently be changed for the course.
Responsible In this field, you can specify the number of the contact person responsible for the coordination of the current course.
Trainer If the trainer on the current course is not a contact person in your system, specify in these fields the name and number of the trainer. If you specify a contact person number, Maconomy automatically completes the field “Trainer Name” with the name of the contact person in question.

If the trainer is not a contact person, leave the field “Trainer Number” blank and manually enter the name of the trainer in the field “Trainer Name.”

Blocked Mark this field if the current course should be blocked. When a given course is blocked, it is no longer possible to change information in the card or table part of the course in question. If you block a course for which sub-courses have been specified in the table part, the sub-courses are blocked as well.

Company Island

Field Description
Company In these fields, you can specify the name and number of the company to which the course pertains. If you do not enter values manually, Maconomy will attempt to derive the values, using the order of priority set up in the window Dimension Derivations in the G/L module. If no values can be derived, the standard values are transferred from the window System Information in the set-up module.

Course Description Island

Field Description
Description 1-5 In these field, you can specify a number of texts describing the current course.
www In this field, you can specify a web address pertaining to the current course. The field is for information only.

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 Course Participants.

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 Course Participants.
Max. Number on Waiting List 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 Course Participants.

Number on Waiting List 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 Course Participants.
Closed for Enrollment 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.

Access Level Island

Field Description
Name Here you can enter the name of 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.

Description This field shows the description of the access level specified in the field above.

Document Archive Island

Field Description
Document Archive 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.
Document Count This field displays the number of documents in the Document Archive.

Option List Fields Island

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.

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.

Maconomy suggests the values specified in the window Course Types for the course type of the current course.

Course Period Island

Field Description
Period In these fields, you can specify the dates on which the current course is scheduled to start and end.
Started 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.
Finished 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.

Skill Island

Field Description
Skill In this field, 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 use the window Course Participants to 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” in the window Course Participants.
Skill Type This field shows the type of the skill specified in the field “Skill No.” above.

Job Cost Island

Field Description
Job In these fields, you can specify the name and 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 fields are for information only.
Activity No. In this field, you can specify the number of the activity to be suggested in the corresponding field on courses of the current type. For more information on the effect of the activity number specified on courses, see the description of the “Activity No.” field in the Course Information Card window.
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.

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 mail address) pertaining to the course location or course administration.

Field Description
Attn. In this field, you can specify an attention person.
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.

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.

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.

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.

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.

Room In this field, you can specify the room in which the lesson is to take place.

User Island

Field Description
Created by This field shows the name of the user who initially created the information in the window.
Date This first Date field shows the date on which the information was originally created.
Updated by This field shows the name of the user that made the latest change.
Date This second Date field shows the date on which the information was last changed.
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.