Adding an Education Transaction Record

Authorized employees can enter information regarding education tracking classes taken. Depending on the roles assigned to the employees, these transactions may need to be approved by a supervisor.

To add an education transaction, complete the following steps:

1. From the Employee record>Employee Section buttons, click on the Education Transactions option.
2. Click on the Add Request (for employees entering their own information) or Add button (for other authorized users) in the left pane.
3. A screen is displayed to enter the information on the Education Transaction. Complete all applicable fields in the screen. Required fields are displayed with an asterisk.
4. In the When Attended Date field, enter the date the class started. The Start Time, End Date, and End Time fields can also be filled in, but are not required.

   The ending time of the class, expressed in 24-hour format. If an hours value was set up for the course, this End Time is automatically calculated when the Start Time value is entered.

   The date when this education course was completed.

   The time the class began, expressed in 24-hour format.

   The calendar date the class was held.

5. Enter the Course Code, or select it from the field look up values in the right pane. The Description field is disabled and will automatically update when the record is saved.  To enter transactions for courses that are not set up in the system, leave the Course Code field blank and enter a value in the Description field to identify this course.  Note:  This process can only be used for non-mandatory courses.

   The label describing the course code.

   The identification code for this course.

6. In the Score field, enter the overall score earned for this class.

   The score the employee achieved on the test for this class. If a minimum score is configured in the Courses table for this class, the employee must meet or exceed that score in order to pass the class.

7. Enter each employee's Transaction Status and Attendance Status codes. Only employees with transaction status options that are set with the Passed option set to Yes will satisfy the course requirement.

   Indicates whether this Education Transaction Status satisfies the education requirement (Yes/No).

   The employee's attendance status for this class transaction (e.g. Present, Not Present, etc.)

   Note: The options available have been previously set up on the Configuration section>Education Tracking card>Education Attendance Status screen.

   The status of this employee's transaction in the class (Passed, Canceled, Failed, Incomplete, No Show, or Withdrawn). Note: Only transaction status codes with the Passed field set to Yes fulfill the educational requirement of this course.

   Note: The options available have been previously set up on the Configuration section>Education Tracking card>Education Transaction Status screen.

8. The Hours and Credits are automatically filled in based on the Course Code entered, but are editable.

   Number of education credits the employee receives for successfully completing the course/competency, if applicable.

   The Credits value from the course/competency record is defaulted, but can be changed.

   The number of continuing education hours earned by completing this course, if applicable.

   The Hours value from the Course/Competency record is defaulted, but can be changed when editing a saved record.

9. The Cost is automatically filled in based on the Course Code entered, but is editable.

   The identification code for this course.

   The cost charged to the employee for attending the class (if applicable).

10. The Classroom(s) and Instructor(s) information can be filled in.

    The instructor teaching the class.

    The classroom(s) where the class was held.

11. The Notes field is available to enter any additional information on this record.

    Free-form text field for entering any information regarding this education transaction.

12. When all information has been entered, click on the Save button.