Creating a Class Group

The Class Group screen is used to create a collection of classes that must be taken as a set. Attendees must be enrolled in all classes of the group; and they must complete all the classes in the group in order to complete the requirements. This feature can be used for scheduling multiple classes that must be taken in a certain sequence by the same attendees.

To create a Class Group record complete the following steps:

1. From the Configuration section>Education Tracking Card, select the Class Groups screen.
2. Click on the Add button in the left pane.
3. Enter a Code and Description to identify this class group record.

   Label describing this class group record.

   Short, alphanumeric code identifying this class group record.

4. In the Date Range Begin Date and Date Range Begin Time, enter the date and time of the earliest class.

   The earliest time on the Date Range Begin Date to be included in the search for class groups.

   The earliest date of a class included in the class group. This date will adjust to include any added classes which are scheduled outside the originally entered date range.

5. In the Date Range End Date and Date Range End Time, enter the date and time of the latest class.

   The latest time on the Date Range End Date to be included in the search for class groups.

   The latest date of a class included in the class group. This date will adjust to include any added classes which are scheduled outside the originally entered date range.

   Note: These dates will default in the Start Date Range Begin and End fields when searching for a class. If a class is added with a date that either earlier or later than this range, these values will automatically be adjusted by the system.

6. Save the record.
7. Click on the Attendees button to open a screen to search for and select attendees for this class group. Attendees will be added to all the classes selected for this Class Group.
8. Click on the Classes button in the left pane to open a screen to search for select existing classes for this class group, or to add a new class. See also:
   • Adding a New Class to the Class Group
   • Adding an Existing Class to the Class Group
   • Removing a Class from the Class Group