SDMS efront Face-to-Face Training Module. User Guide. Staff Development Personnel Learning Management Systems and Solutions

Transcription

1 SDMS efront Face-to-Face Training Module User Guide

2 A Company with Commitment SDMS is a company with energy and commitment. Commitment to the best in Staff Development and Personnel Management. Commitment to its Customers. Commitment to innovative Software Development. Commitment to making a difference. Our unique combination of expertise in Staff Development, Personnel Management and innovative software design is blended and balanced by a commitment to satisfy customer requirements and ambitions. With customers and clients across all sectors in the UK, including Further and Higher Education, Local Education Authorities, Universities, Football Clubs, the Health Services, Social Services, Courts and Local Government, SDMS works with the best in all sectors. A typical SDMS customer combines practicality and vision, to turn rhetoric into reality. Like them, we believe that dreams are what reality is made of For Further Information Contact: SDMS Ltd 9 Pearson Road, Central Park, Telford, Shropshire, TF2 9TX Telephone +44 (0) Fax +44 (0) [email protected] Copyright SDMS Ltd Neither the whole or any part of the information contained herein, nor the product described in this training and information pack may be adapted or reproduced in any material form except with the prior written permission of the copyright holder.

3 Contents 1. Introduction: Installation Classroom Course Administration Module Classroom Course Delegate Module Classroom Course Reports Module Administrator Access Setup & Utilities - Code Management Add New Code Edit Code Qualification Type Grade Structure Set up Setup & Utilities Business Rules Setup & Utilities Templates Edit Template Organisation Skills Add New Skill (through Classroom Course Module) Synchronise Skills Edit Skill (Through Classroom Course Module) Organisation Qualifications Add Qualification Edit Qualification Organisation Providers Add New Provider Edit Provider Organisation Trainers Assign Trainer Remove Trainer Organisation Organisers Assign Organiser Remove Organiser Organisation Venues & Rooms Add Venue Edit Venue Add Venue Room Edit Venue Room Venue Resource Management... 27

4 3.10. Organisation Resources Add Resource Edit Resource Line Manager Setup Create Branch Branches Edit Branch Branches Assign Members Set Supervisor Branches Remove Members Classroom Course Management Create New Classroom Course Edit Course Details Upload Materials Edit Material Remove Materials Assign Prerequisite Edit Prerequisite Delete Prerequisite Assign Skills Offered Edit Skills Offered Remove Skills Offered Assign Offered Qualification Edit Qualifications Offered Remove Qualifications Offered Classroom Course Event Management Schedule a New Event Edit Event Add Resource Booking Edit Resource Booking Remove Resource Booking Enrolment Management Enrol Delegate Administrator Override Enrolment Prerequisite Checks Edit Enrolment Course Completion & Results Line Manager Access Course Management Create New Training Course... 54

5 Edit Training Course Upload Materials Edit Materials Remove Materials Assign Prerequisite Edit Prerequisite Delete Prerequisite Assign Skills Offered Edit Skills Offered Remove Skills Offered Assign Offered Qualification Edit Qualifications Offered Remove Qualifications Offered Event Management Schedule a New Event Edit Event Add Resource Booking Edit Resource Booking Remove Resource Booking My Events Event Quick Access Enrolment Management Line Manager Enrol Delegate Edit Enrolment Quick Access Edit Staff Enrolments Course Completion Delegate & Trainer Access Event Applications Delegate Apply to Event Delegate Withdraw Application Delegate Accept Offer Trainer Review Enrolments Reports All Access Levels Accessing Reports Report Customisation Screen Example Code Set efront Classroom Course Module Standard Data Set... 78

6 SDMS efront Classroom Face-to-Face Training Module 1. Introduction: SDMS Ltd is a partner for efront Enterprise e-learning in the UK. The SDMS efront Face-to-Face Training Course Module provides a fully integrated module within efront for the recording and administration of face to face/classroom training events, thus extending efront to deliver a range of blended learning options. The Module allows training administrators to: Create a Training Course Record Schedule a Training Event and Training Session Assign an Organiser to the Training Event Assign Provider Assign a Trainer to the Event Attach Materials to the Training Activity Set Prerequisites for the Event: Skills, Qualifications and Activities List Skills the Course will lead to List Qualifications the Course will lead to Assign Assessments to the Course Assign Rooms and Resources to the Event Enrol Staff on the Event Set a Price for the Event and Process this via PayPal Approve an Application to Attend the Course Record Attendance Send an Confirming Approval, Rejection etc. Allow Students and Employees to View Face to Face Training Course Availability Allow Students and Employees to Apply for Face to Face Training Courses Subject to Line Manager Approval Select and Run a Selection of Reports on Courses, Schedules and Delegates Provide a Set of Utilities for the Module e.g. Code Customisation for Training Areas, Course Type, etc The SDMS efront Face-to-Face Training Course Module is a fully integrated SDMS Module within efront, designed to enable Training Managers to plan and deliver face-to-face/classroom training courses and address the day to day tasks of training administration, providing a blended training management system. Access is from the Modules Option of efront.

7 2. Installation 2.1. Classroom Course Administration Module To install the Classroom Course Administration module you will need the following: 1. efront Enterprise Installation > v SDMS Classroom Course module ZIP file (ClassroomCourseModule.zip) Walkthrough: 1. Login to your efront Enterprise installation as a user with Administrator privileges. 2. At the bottom of the options panel you will see Modules link; 3. If you follow this link you will see a list of currently installed modules, above this list there is a link Install Module. 4. Clicking this link will bring up a dialogue box, where you should select the ZIP file named; ClassroomCourseModule.zip. 5. Click Upload to begin the installation. 6. Once the installation has finished successfully the module should now be listed in the module list and returning to the administrator panel will display the new Classroom Course Module link in the modules panel.

8 2.2. Classroom Course Delegate Module To install the Classroom Course Delegate module you will need the following: 1. efront Enterprise Installation > v SDMS Classroom Course Module Student ZIP file (ClassroomCourseModuleStudent.zip) Walkthrough: 1. Login to your efront Enterprise installation as a user with Administrator privileges. 2. At the bottom of the options panel you will see Modules link; 3. If you follow this link you will see a list of currently installed modules, above this list there is a link Install Module. 4. Clicking this link will bring up a dialogue box, where you should select the ZIP file named; ClassroomCourseModuleStudent.zip. 5. Click Upload to begin the installation. 6. Once the installation has finished you should see the ClassroomCourseModuleStudent row in the list of installed modules. And when logged in as a user of student type, there will be a link on their Tools menu, both on the home page and in their Dashboard.

9 2.3. Classroom Course Reports Module To install the Classroom Course Reports module you will need the following: 3. efront Enterprise Installation > v SDMS Classroom Course Reports Module ZIP file (SDMSReports.zip) Walkthrough: 7. Login to your efront Enterprise installation as a user with Administrator privileges. 8. At the bottom of the options panel you will see Modules link; 9. If you follow this link you will see a list of currently installed modules, above this list there is a link Install Module. 10. Clicking this link will bring up a dialogue box, where you should select the ZIP file named; SDMSReports.zip. 11. Click Upload to begin the installation. 12. Once the installation has completed successfully the reports module is ready to use and can be accessed via the Classroom Course Module, Reports link for Administrators and Delegates.

10 3. Administrator Access 3.1. Setup & Utilities - Code Management Add New Code 1) Login as a user with Administrator Privileges. 2) Go to the Classroom Course Module. 3) Follow the link for Setup & Utilities. 4) Select the tab which corresponds to the code type you wish to expand. 5) Each tab will display a list of current codes; above the list will be a link to add a New Code. 6) Follow this link to bring up the Add New Code form. 7) Code field will be the reference for the code. 8) Code Type is the description of the type of code you are creating. 9) Description is the title of the code you are creating. 10) Obsolete marks whether the code is current or obsolete. 11) Once all the information has been entered, click Add Code and you will be taken back to the code list. ** Special Cases; Note: Training Area codes have Specific Areas assigned to them, when you submit a new training area you will not be taken back to the code list, instead you will be taken to the Edit Code form, which will display a list of sub codes below the form, for new codes this list will be empty and you must create Specific Area sub codes for the new Training area. To enter a new Specific Code: 12) Click the link above the sub codes list. 13) This link will take you to the Add Sub Code form. This form is identical to the Add Code form, except there is an additional field detailing the Parent Code. 14) Add the required information, and click Add Code, and you will be taken back to the training area code sub code list.

11 Edit Code 1) Login as a user with Administrator Access Privileges. 2) Go to the Classroom Course Module. 3) Follow the link for Setup & Utilities. 4) Select the tab which corresponds to the code type you wish to edit. 5) Find the code you want to edit and either click on the code title, or click on the edit link in the operations column. 6) These links will take you to the Edit Code form where you can change the title, or mark the code as obsolete. Note: You cannot change the code itself. Special cases exist that require additional information such as: a. Training Area Codes Require Specific Area Codes to be set up as Sub Codes (See Add Code items 12 15) b. Qualification Type Codes Require a Grade Structure to be set up.

12 Qualification Type Grade Structure Set up 1) When you have created a Qualification Type code you must follow the steps above to get to the edit Qualification Type code form where you will notice a sub-section called Grade Structure. 2) To add a new grade to the structure, simply click the Add Grade link found above the list, and you will be taken to the grade input form. 3) Type the grade label and click Add Grade. 4) This Grade will now be displayed in the list. 5) You can edit the grade label by selecting the Edit icon in the operations column. 6) Change the grade order by using the Arrow icons in the operations column. 7) Remove grades by clicking the delete icon in the operations column.

13 3.2. Setup & Utilities Business Rules The business rules tab within the setup and utilities area defines default values for certain course parameters. 1) Default Course Fee This value will populate the Default Course Fee field when creating a new course. 2) Default Max Delegates This value will populate the Default Max Delegates field when creating a new course. 3) Default Start Time This value will populate the Default Start Time field when creating a new course. 4) Default End Time This value will populate the Default End Time field when creating a new course. 5) Default Course Approval Rule - This selection sets what the default approval rule is set to when creating a new course. 6) Default Course Full Rule This selection sets what the default full rule is set to when creating a new course.

14 3.3. Setup & Utilities Templates templates are used to send automatic s when certain system events are triggered. For example, a new enrolment will trigger s to be sent to the trainer, organiser, delegate and delegates line manager (if present). Although there is an option to create a new template, system events are currently un-customisable, the templates come with the software as default should be kept and used. These templates can be edited Edit Template 1) Login as a user with administrator privileges. 2) Click on the Classroom Course Module link. 3) Follow the link for Setup & Utilities. 4) Click the tab labelled: Template Set-up. 5) Click on either the template Description, or the edit icon in the operations column. 6) This will take you to the Edit Template form. Note: REFERENCE SHOULD NOT BE EDITED The reference is required to trigger the correct template for the event. 7) Description is a brief description of the template. 8) Subject field is the subject of the that will be displayed. 9) Reply Address sets the address that recipients will reply to.

15 10) Body is the body. Every body has 2 special tags; 11) [PERSONNAME] this will mail merge the users name into the . 12) [EVENTLINK] this will mail merge a link to display the event to the recipient. 13) Send CC to Line Manager if selected a copy of this will go to the delegates Line Manager. 14) Send CC to Administrator if selected a copy of this will go to the system Administrator(s). 15) Active sets whether the template is current or not.

16 3.4. Organisation Skills Add New Skill (through Classroom Course Module) Skills can be added to the efront System via the Classroom Course module, for use throughout efront, including on e- Learning courses. 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to Organisation area. 4) The skills tab will be the first tab open as default, and it will display a list of all the skills currently registered within the Classroom Course Module. 5) Click on the link above the list. 6) This will take you to the Add New Skill form. 7) The Reference box is the Classroom Course Reference for the skill, this is additional information to what efront require and is not used within the efront platform. 8) The Category field lists the different skill categories as setup via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Competency Category sub tab to add or edit these codes). 9) The Competency Level field lists the different level attributes as setup via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Competency Level sub tab to add or edit these codes). 10) The Skill Description is the description of the skill that will be displayed when the skill is referenced. 11) The Obsolete field sets whether the skill is active or inactive. 12) Once the required information has been entered, click the Submit Skill button. This skill will now be entered into the Classroom Course Module and the efront skills file.

17 Synchronise Skills Because the Classroom Course Module extends the information held against skills, any skills entered via the efront skill system will require synchronising with the Classroom Course Module in order for that skill to be used within the module. 1) Login as a user with administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) The skills tab will be the first tab open as default, and it will display a list of all the skills currently registered within the Classroom Course Module. 5) Click the link above the list labelled Synchronise Skills. 6) This will take you to a list of any skills that are currently in the efront system, but are not in the Classroom Course Module, to import this into the Classroom Course Module, simply click the Add Skill button in the operations column for the skill. 7) This will take you to the Add New Skill form, where certain information is pre-populated with the information from efront; Description, Category. 8) The Reference box is the Classroom Course Reference for the skill, this is additional information to what efront require, and is not used within the efront platform. 9) The Competency Level field lists the different level attributes as setup via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Competency Level sub tab to add or edit these codes). 10) Once the required information has been entered, click the Submit Skill button. This skill will now be entered into the Classroom Course Module for use within the module.

18 Edit Skill (Through Classroom Course Module) 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) The skills tab will be the first tab open as default and it will display a list of all the skills currently registered within the Classroom Course Module. 5) Click on the Edit link in the Operations column. 6) This will take you to the Edit Skill form. 7) When amendments have been made, click the Update Skill button, and this skill will now have been updated Organisation Qualifications Add Qualification 1) Login as a user with Administrator Privileges. 2) Click on the Classroom Course Module Link. 3) Navigate to the Organisation area. 4) Click on the Qualifications tab, where you will find a list of all the qualifications currently on the system. 5) Click Add New Qualification link above the qualifications list. 6) This will take you to the Add New Qualification form. 7) Reference is the Classroom Course Module reference for the qualification and can be set to any value. 8) Title refers to the description of the qualification which will be displayed anywhere the qualification is referenced. 9) Certificate Type field list different qualification types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Qualification Type sub tab to add or edit these codes).

19 10) Certificate Group field list different qualification groups as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Qualification Group sub tab to add or edit these codes). 11) Awarding Body field list different awarding bodies as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Awarding Bodies sub tab to add or edit these codes). 12) Obsolete field sets whether the qualification is active or inactive. 13) Once the required information has been entered, click the Submit Qualification button Edit Qualification 1) Login as a user with Administrator Privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Qualifications tab, where you will find a list of qualifications currently on the system. 5) Click the Edit link in the operations column corresponding to the Qualification you wish to modify. 6) This will take you to the Edit Qualification form. 7) Once the amendments have been made, click the Update Qualification button. This qualification has now been updated.

20 3.6. Organisation Providers Add New Provider 1) Login as a user with Administrator Privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Providers Tab, where you will see a list of all the providers currently in the system. 5) Click on the Add New Provider link above the list. 6) This will take you to the Add New Provider form. 7) Provider Type field list the different provider types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Organisation Codes tab, Provider Type sub tab to add or edit these codes). 8) Reference is the Classroom Course reference against the Provider and can be set to any Alphanumeric value. 9) Provider Name is the title of the provider and will be displayed wherever the provider is referenced. 10) Address, Telephone, Fax, , Website, Contact Name are optional additional information that can be held against the provider. 11) Internal flags whether this provider is part of the organisation. 12) Is Current marks whether the provider is currently active or not.

21 13) Once all the required information has been entered, click the Submit Provider button. This provider is now registered on the system Edit Provider 1) Login as a user with Administrator Privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Providers Tab, where you will see a list of all the providers currently in the system. 5) Click on the Edit link in the operations column corresponding to the provider you wish to amend. 6) This will take you to the Edit Provider form. 7) Once the details have been amended, click Update Provider button. This provider has now been modified Organisation Trainers Assign Trainer Trainers need to be assigned to the system in order for them to be selected against events; every user can be a trainer. 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Trainers tab, where you will see a list of all the trainers currently assigned. 5) Click on the Assign New Trainer link above the list. 6) This will take you to the Assign New Trainer form. 7) Select the user from the drop down list, and click Assign. 8) This user has now been marked as a trainer, and can be assigned to Events.

22 Remove Trainer 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Trainers tab, where you will see a list of all the trainers currently assigned. 5) Click on the Remove link in the operations column for the corresponding Trainer. 6) This will remove the user from the list of trainers Organisation Organisers Assign Organiser 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Organiser tab, where you will see a list of all the organisers currently assigned. 5) Click on the Assign New Organiser link above the list. 6) This will take you to the Assign New Organiser form. 7) Select the user from the drop down list, and click Assign. 8) This user has now been marked as an organiser, and can be assigned to Events Remove Organiser 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Organisers tab, where you will see a list of all the organisers currently assigned. 5) Click on the Remove link in the operations column for the corresponding organiser. 6) This will remove the user from the list of organisers.

23 3.9. Organisation Venues & Rooms Add Venue 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Venues & Rooms tab, where you will see a list of all the Venues currently on the system. 5) Click on the Add New Venue link above the venue list. 6) This will take you to the Add New Venue form. 7) The Reference field is the Classroom Course reference held against the Venue and can be set to any alphanumeric value. 8) The Name field is the name of the Venue and will be displayed anytime the Venue is referenced. 9) Address, Post Code, Website, , Main Contact Name, Telephone, Fax are optional additional information that can be stored against Venues. 10) Once all required information is entered, click the Submit Venue button. 11) You will then be taken to the Edit Venue area, where you can add Rooms to the venue and manage Resources.

24 Edit Venue 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Venues & Rooms tab, where you will see a list of all the Venues currently on the system. 5) Click on either the Edit icon in the operations field, or the venue name link. 6) This will take you to the Edit Venue form, where you can edit the venue information, add rooms and manage resources.

25 Add Venue Room 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Venues & Rooms tab, where you will see a list of all the Venues currently on the system. 5) Click on either the Edit icon in the operations field, or the venue name link. 6) This will take you to the Edit Venue form, where you can edit the venue information, add rooms and manage resources. 7) Click on the Rooms sub tab above the venue information. 8) This will take you to the room management area, which displays a list of rooms currently registered against the selected venue, and also a form to add new rooms to the venue. 9) The Reference field is the Classroom Course Module reference against the room. 10) The Room Name field is the title of the room and will be displayed whenever the room is referenced.

26 11) The Room Type selection lists the room types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Organisation Codes tab, Room Type Codes sub tab to add or edit these codes). 12) The Layout selection lists the layouts as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Organisation Codes tab, Room Layout Codes sub tab to add or edit these codes). 13) The Available Hours field allows the user to set the number of hours this room is available per week. 14) The Currency field lists all the currencies on the system, and relates to the Room Cost. 15) The Room Cost field allows the user to set the cost of booking the room. 16) Once all required fields have been populated, click Add Room button to submit the room Edit Venue Room 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Venues & Rooms tab, where you will see a list of all the Venues currently on the system. 5) Click on either the Edit icon in the operations field, or the venue name link. 6) This will take you to the Edit Venue form, where you can edit the venue information, add rooms, and manage resources. 7) Click on the Rooms sub tab above the venue information. 8) This will take you to the room management area, which displays a list of rooms currently registered against the selected venue, and also a form to add new rooms to the venue.

27 9) Click on the Edit icon in the operations column corresponding to the room you wish to modify. 10) This will populate the Add Room form with the selected room information to be amended. 11) Once the room information has been amended, click Update Room button to submit the changes Venue Resource Management 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Venues & Rooms tab, where you will see a list of all the Venues currently on the system. 5) Click on either the Edit icon in the operations field, or the venue name link. 6) This will take you to the Edit Venue form, where you can edit the venue information, add rooms, and manage resources. 7) Click on the Resources sub tab above the venue information.

28 8) This will display a list of all the resources currently assigned against that venue (Resources can be assigned to the venue via the Add / Edit Resources form). 9) Reference column refers to the Resource Reference. 10) Name column is the name of the Resource. 11) Room Column is which room the resource is assigned to within that venue. 12) To remove a resource, click the Delete icon in the resource operations column.

29 3.10. Organisation Resources Add Resource 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Resources tab, where you will see a list of all the Resources currently on the system. 5) Click on the Add New Resource link above the list. 6) This will take you to the Add New Resource form. 7) The Resource Reference field refers to the Classroom Course Module reference held against the resource and can be set to any alphanumerical value. 8) The Name field is the title of the resource and will be displayed wherever the resource is referenced. 9) The Type selection field lists all the resource types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Organisation Codes tab, Resource Type sub tab to add or edit these codes). 10) The Telephone field allows the user to assign a contact number against the resource. 11) The Venue field is optional, when set it will assign the resource to the specified venue. 12) The Room field populates when the Venue field changes, this is mandatory if a venue has been selected, but optional if no venue is selected. 13) If a resource is assigned to a room, this resource can not be booked via the event schedule, Resources area. 14) Once all the required information has been entered, click the Submit Resource button. This will take you back to the resource list.

30 Edit Resource 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Organisation area. 4) Click on the Resources tab, where you will see a list of all the Resources currently on the system. 5) Click on the Edit icon in the operations field that corresponds to the resource you wish to amend. 6) This will take you to the Edit Resource form. 7) Once the information has been amended, click Update Resource and you will be taken back to the Resource List.

31 3.11. Line Manager Setup Line Managers in the Classroom Course Module are based on the Branch structure within efront. The supervisor for the branch is set up as the Line Manager. To create a Line Manager, you must first create a branch and assign users to the branch on the efront Platform Create Branch 1) Login as a user with Administrator Privileges. 2) Click on the Organization link on the options Panel. 3) Click on the Branches link within the Organization Menu, this will take you to a list of all Branches currently in the efront System. 4) Click on New Branch link above the list. 5) This will take you to the Branch Record form. 6) The branch name field refers to the title of the branch, and will be displayed wherever the branch is referenced. 7) The Address, City, Country, Telephone, fields allow the user to add additional information about the branch. 8) The Father branch field sets whether the branch is a child of another branch. 9) Once all the required information has been entered, click the Submit button. 10) Once submitted you will be presented with various new tabs: Assign Users, Sub-Branches, Job positions, Courses, for the Classroom Course Module the only one of interest is Assign Users

32 Branches Edit Branch 1) Login as a user with Administrator Privileges. 2) Click on the Organization link on the options Panel. 3) Click on the Branches link within the Organization Menu, this will take you to a list of all Branches currently in the efront System. 4) Either click on the Branch Name in the list, or click the Edit icon in the operations column corresponding to the branch you wish to amend. 5) This will take you to the Branch Record form with the information pre-populated. 6) Once you have amended the Branch information, click the Submit button to submit the modifications.

33 Branches Assign Members Set Supervisor 1) Login as a user with Administrator Privileges. 2) Click on the Organisation link on the options Panel. 3) Click on the Branches link within the Organisation Menu, this will take you to a list of all Branches currently in the efront System. 4) Either click on the Branch Name in the list, or click the Edit icon in the operations column corresponding to the branch you wish to amend. 5) This will take you to the Branch Record form with the information pre-populated, click on the Assign Users tab above the Branch information form. 6) This will give you a list of all the users currently registered on the system. Where there is a check in the Check column, this implies that the user is registered as part of that branch. 7) To assign a new member to the branch, simple click the checkbox in the Check column corresponding to the user you wish to assign. 8) Additional fields will become active, Job Position, User Position. 9) Job Position refers to customisable job positions set up in the Job Position Tab of this section. 10) User Position refers to the level of the user within the branch. Users marked as Supervisor in this column are set as Line Managers within the Classroom Course Module Branches Remove Members 1) Login as a user with Administrator Privileges. 2) Click on the Organization link on the options Panel. 3) Click on the Branches link within the Organisation Menu, this will take you to a list of all Branches currently in the efront System. 4) Either click on the Branch Name in the list, or click the Edit icon in the operations column corresponding to the branch you wish to amend.

34 5) This will take you to the Branch Record form with the information pre-populated, click on the Assign Users tab above the Branch information form. 6) This will give you a list of all the users currently registered on the system. Where there is a check in the Check column, this implies that the user is registered as part of that branch. 7) To remove members simple click the checkbox in the Check column corresponding to the user you wish to remove. 8) This will remove the additional columns, and the user is now no longer part of the Branch.

35 3.12. Classroom Course Management Create New Classroom Course 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on New Training Course link above the course list. 5) This will take you to the New Face-to-Face Course form. 6) Course Reference is the Classroom Course reference held against the course. 7) Course Title is the Title of the Course and will be displayed wherever the course is referenced. 8) Training area lists all the training area codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Training Area sub tab to add or edit these codes).

36 9) Specific area populates when the Training Area has been selected lists all the specific area codes as set up via the Setup & Utilities area (See Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Training Area, and click on a training area code record to add or edit Specific area codes). 10) Course Status lists the course status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activit & Event Status sub tab to add or edit these codes). 11) Current field checkbox sets the activity as current or non current. If not checked; no events registered against this training course will appear within the delegate module. 12) Language field is an information field allowing the user to set what language the course is going to be in. 13) Course Type field lists all the course types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activity Types sub tab to add or edit these codes). 14) Delivery Mode lists all the delivery mode codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Delivery Modes sub tab to add or edit these codes). 15) Course Level lists all the level codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Competency Level sub tab to add or edit these codes). 16) Course Organiser lists all the organisers as set up via the Organisation area (See Assign Organiser sections of this user guide for steps on how to add additional organisers). 17) Course Provider lists all the providers as set up via the Organisation area (See Add New Provider, or Edit Provider section of this user guide for steps on how to add or edit Providers). 18) Scope field allows the user to enter some description about the scope of the course which is visible to any user looking at the course. 19) Default Currency field sets what the default currency will be when creating new events. The default for this field is taken from the efront currency as set via the Paypal options. 20) Default Course fee field sets the default fee amount when creating new events for this Course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 21) Default Max Delegates field sets the default Maximum delegates value when creating new events for this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 22) Default Start Time field sets the default start time for new events on this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 23) Default End Time field sets the default end time for new events on this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 24) Application Approval Rule sets the rules for new applications to this course, whether they are automatically approved, or whether approval must come from the Line Manager. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 25) Course Full Rule field sets the rules for what should happen if the course is full when a user applies. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 26) Once all the required information has been entered, and appropriate rules have been set, click the Submit Course button.

37 27) Once submitted successfully you will be taken to the Edit Course form, where additional tabs are present to set up Course Materials, Prerequisites, Offered Attributes, and Event Scheduling. See the following sections for more information on these areas Edit Course Details 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. To edit course details click the Edit Face-to-Face Course tab. 5) This will bring up the Edit Face-to-Face course form. 6) Once the details have been amended, click Update Course button to save Upload Materials 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. To upload Materials, click on the Materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Upload Material File above the materials list. 7) This will bring up the Upload Material Form.

38 8) Select File allows the user to select any file less than 10mb from their computer. Clicking on the Choose File button will bring up a dialogue box to select the file from. 9) Once you have chosen the file to upload, you must enter a reference and a description for the file, and then click on the Upload File button. which will take you back to the Materials List. 10) The Active field sets whether the material is active or note, inactive files cannot be seen by delegates. 11) To download the file as an administrator, simply click the material Description link, or the File Name link.

39 Edit Material 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Edit icon in the operations column corresponding to the material you wish to amend. 7) This will bring up the Edit Material form. 8) Once the information has been updated, click Update Material button to save the changes Remove Materials 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Delete icon on the Operations field corresponding to the material you wish to remove. 7) This material has now been removed.

40 Assign Prerequisite 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event. Schedule. Click on the Prerequisites tab. 5) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and elearning Courses. 6) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. Each section has a form underneath the list where new attributes can be added to the list. 7) To assign a prerequisite, simple select the attribute from the drop down list, assign a required score (leave blank if no score required) and click the Assign button. 8) You will see the prerequisite is now part of the list. 9) The Mandatory field allows the user to set whether the attribute is a mandatory prerequisite or a recommended Edit Prerequisite 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Prerequisites tab. 5) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and e- Learning Courses.

41 6) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. 7) Click on the Edit icon in the operations field corresponding to the prerequisite you wish to amend. 8) This will populate the form below the list with the requested prerequisite information. 9) Once the information has been amended click on Update button to save Delete Prerequisite 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Prerequisites tab. 5) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and e- Learning Courses. 6) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. 7) Click on the Delete icon in the operations field corresponding to the prerequisite you wish to remove. This prerequisite should then be removed from the list.

42 Assign Skills Offered 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 6) Select the Skill from the drop down list. 7) The mandatory field sets whether the Skill has to be passed in order for the course to be completed. 8) The Expires After field sets the time period in which the skill will expire. 9) Once all required fields have been populated click: Assign Skill button. 10) This skill will then be displayed in the list Edit Skills Offered 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 6) Click on the Edit icon in the Operations column corresponding to the Skill Attribute you wish to amend. 7) This will populate the form below the list with the relevent data. Once you have amended the information click Update button to save the changes.

43 Remove Skills Offered 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 6) Click on the Delete icon in the Operations column corresponding to the Skill Attribute you wish to amend. 7) This will remove the skill from the list Assign Offered Qualification 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Select the Qualification from the drop down list. 7) The mandatory field sets whether the Qualification has to be passed in order for the course to be completed. 8) The Expires After field sets the time period in which the Qualification will expire. 9) Once all required fields have been populated click: Assign Qualification button. 10) This skill will then be displayed in the list Edit Qualifications Offered 1) Login as a user with Administrator privileges.

44 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Click on the Edit icon in the Operations column corresponding to the Qualifications Attribute you wish to amend. 7) This will populate the form below the list with the relevent data. Once you have amended the information click Update button to save the changes Remove Qualifications Offered 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Click on the Delete icon in the Operations column corresponding to the Qualification Attribute you wish to amend. 7) This will remove the Qualification from the list.

45 3.13. Classroom Course Event Management Schedule a New Event 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the New Event link above the event list. 5) This will bring up the New Event form. 6) The Activity field provides a the title of the parent activity, including a link to that activity. 7) Event Reference is the Classroom Course Reference for the event, this field is pre-populated with a numeric value related to the event number, but can be changed to any alphanumeric value. 8) Event Title is the title of the event and will be displayed wherever the event is referenced. This value defaults to the activity title

46 9) Start & End Date, and Time fields set the start and end times of the event. The time fields default to the value entered into the Default Start and End Times fields at the activity level. 10) Closing Date sets when the event closes for applications. 11) Event Status lists the event status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activity & Event Status sub tab to add or edit these codes). 12) Owner field allows the administrator to assign the event to a Line Manager for control. 13) Availibility fields allow the event to only be available to certain branches, or open to all. 14) Organiser lists all the organisers as set up via the Organisation area (See Assign Organiser sections of this user guide for steps on how to add additional organisers). This value is default to the value as entered at activity level. 15) Event Trainer lists all the trainers as set up via the Organisation area (See Assign Trainer sections of this user guide for steps on how to add additional Trainers). 16) Maximum Delegates sets the maximum number of approvals allowed before the Course Full Rule becomes active. This field is pre-populated with the value entered into the Default Max Delegates field at the activity level. 17) Currency sets what currency the Event will be offered in, this field is pre-populated with the value entered into the currency field at activity level. 18) Course Fee sets how much the Event will cost an applicant. This field is pre-populated with the value entered into the Default Course Fee field at activity level. 19) Venue sets where the event will be held. 20) Venue Room becomes populated when a venue is selected, and sets which room the event will be held in within the selected venue. 21) Scope allows the user to enter some description about the scope of the Event. 22) Aims allow the user to enter some description about the aims of the Event. 23) Objectives allow the user to enter some description about the objectives of the Event. 24) Programme allows the user to enter some description about the programme of the Event. 25) Once all required information has been entered, click on the Submit Event button to save the event. You will be taken to the Edit Event form for the event you have just created, with additional tabs for Enrolment Management and Resource Booking.

47 Edit Event 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Edit Event Details tab to bring up the Edit Event Details form. 5) Once the relevent information has been amended, click on the Update Event button to save the details.

48 Add Resource Booking 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab. 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected. 6) Select the resource you wish to assign to this event from the Book Resource drop down menu. 7) Write a brief description to why the resource is required. 8) Click Book Resource button to save the booking. This resource will now appear in the list.

49 Edit Resource Booking 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab. 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected, you cannot edit these resource bookings. 6) Click on the Edit icon in the operations field corresponding to the resource booking you wish to amend. 7) This will populate the form below the list with the relevant resource booking information. 8) Once you have amended the information, click the Update Resource button to save the changes Remove Resource Booking 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab.

50 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected, you cannot remove these resource bookings. 6) Click on the Remove icon in the operations field corresponding to the resource booking you wish to Remove. 7) This will remove the resource booking from the list.

51 3.14. Enrolment Management Enrol Delegate 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments, which lists all the current enrolments on the event. 5) Click the Enrol Delegate link above the enrolments list. 6) This will bring up the Enrol Delegate form. 7) Delegate Name lists all users of the Student user type.

52 8) Approval Status lists all the approval status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Approval Codes sub tab to add or edit these codes). 9) Reason field lists all the reason codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Reason Codes sub tab to add or edit these codes). 10) Attendance Status lists the attendance codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Attendance Codes sub tab to add or edit these codes). 11) Acceptance Code lists all of the acceptance codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Acceptance Codes sub tab to add or edit these codes). 12) Release Code lists all of the release codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Release Codes sub tab to add or edit these codes). 13) Application Date allows the user to set when the delegate applied for the course, this field defaults to todays date. 14) Cancellation Date specifies when the user cancelled, or was cancelled for the enrolment. This should be left blank if cancellation has not been submited. 15) Course Completed sets whether this delegate has completed the course. 16) Enrolment Notes allows the user to enter some notes about the enrolment. 17) Once the relevent information has been entered, click the Enrol Delegate button to save the changes Administrator Override Enrolment Prerequisite Checks Where prerequisite are not being met by a delegate when enrolling them onto a course, the system will place the enrolment into a Pending Approval status and display a message in this regard. And will also display a list of the unsatisfied prerequisites at the bottom of the page, below the enrolment form To override the prerequisite checks, click on the To Overide this: Click Here link, which will bring up the enrolment form in Override mode, any Approval Status set in override mode will skip the prerequisite checks.

53 Edit Enrolment 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments, which lists all the current enrolments on the event. 5) Click on the Edit icon in the operations field corresponding to the enrolment record you wish to amend. 6) This will bring up the Edit Enrolment form. 7) Once the required information has been amended, click the Update Enrolment button to save the changes Course Completion & Results Once a delegate has finished a course, the enrolment must be marked as Complete. This will allow the user to process results for the offered skills and qualifications of an event. 1) Login as a user with Administrator privileges. 2) Click on the Classroom Course Module link. 3) Navigate to the Courses area which will display a list of all Classroom Courses Currently on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments, which lists all the current enrolments on the event. 5) Click on the Edit icon in the operations field corresponding to the enrolment record you wish to amend. 6) This will bring up the Edit Enrolment form. 7) To mark an enrolment as complete, click on the Course Complete checkbox below the Cancellation date, and click on Update Enrolment, this will take you to the new Results tab, where the Offered Skills and Qualifications for the course are listed for the user to assign results to. 8) Enter the results for the delegate into the Score / Grade column corresponding to the Skill / Qualifications achieved. 9) Click Update Results to save the changes. This will take you back to the Edit Enrolment form.

54 4. Line Manager Access 4.1. Course Management Create New Training Course 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the New Training Course link above the list. 5) This will take you to the New Face-to-Face Course form. 6) Course Reference is the Classroom Course reference held against the course. 7) Course Title is the Title of the Course and will be displayed wherever the course is referenced.

55 8) Training area lists all the training area codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Training Area sub tab to add or edit these codes). 9) Specific area populates when the Training Area has been selected lists all the specific area codes as set up via the Setup & Utilities area (See Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Training Area, and click on a training area code record to add or edit Specific area codes). 10) Course Status lists the course status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activit & Event Status sub tab to add or edit these codes). 11) Current field checkbox sets the activity as current or non current. If not checked no events registered against this training course will appear within the delegate module. 12) Language field is an information field allowing the user to set what language the course is going to be in. 13) Course Type field lists all the course types as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activity Types sub tab to add or edit these codes). 14) Delivery Mode lists all the delivery mode codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Delivery Modes sub tab to add or edit these codes). 15) Course Level lists all the level codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Skill & Qualification Codes tab, Competency Level sub tab to add or edit these codes). 16) Course Organiser lists all the organisers as set up via the Organisation area (See Assign Organiser sections of this user guide for steps on how to add additional organisers). 17) Course Provider lists all the providers as set up via the Organisation area (See Add New Provider, or Edit Provider section of this user guide for steps on how to add or edit Providers). 18) Scope field allows the user to enter some description about the scope of the course which is visible to any user looking at the course. 19) Default Currency field sets what the default currency will be when creating new events. The default for this field is taken from the efront currency as set via the Paypal options. 20) Default Course fee field sets the default fee amount when creating new events for this Course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 21) Default Max Delegates field sets the default Maximum delegates value when creating new events for this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 22) Default Start Time field sets the default start time for new events on this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 23) Default End Time field sets the default end time for new events on this course. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 24) Application Approval Rule sets the rules for new applications to this course, whether they are automatically approved, or whether approval must come from the Line Manager. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value).

56 25) Course Full Rule field sets the rules for what should happen if the course is full when a user applies. The default for this field is set by the Business Rules (See Setup & Utilities Business Rules for steps on how to edit this default value). 26) Once all the required information has been entered, and appropriate rules have been set, click the Submit Course button. 27) Once submitted successfully you will be taken to the Edit Course form, where additional tabs are present to set up Course Materials, Prerequisites, Offered Attributes, and Event Scheduling. See the following sections for more information on these areas Edit Training Course Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. To edit course details click the Edit Face-to-Face Course tab. 5) This will bring up the Edit Face-to-Face course form. 6) Once the details have been amended, click Update Course button to save Upload Materials Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. To upload Materials, click on the Materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Upload Material File above the materials list.

57 7) This will bring up the Upload Material Form. 8) Select File allows the user to select any file less than 10mb from their computer. Clicking on the Choose File button will bring up a dialogue box to select the file from. 9) Once you have chosen the file to upload, you must enter a reference and a description for the file, and then click on the Upload File button. which will take you back to the Materials List. 10) The Active field sets whether the material is active or note, inactive files cannot be seen by delegates. 11) To download the file as a Line manager, simply click the material Description link, or the File Name link.

58 Edit Materials Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Edit icon in the operations column corresponding to the material you wish to amend. 7) This will bring up the Edit Material form. 8) Once the information has been updated, click Update Material button to save the changes Remove Materials Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Materials tab. 5) This will display a list of all materials currently uploaded against that course. 6) Click on the Delete icon on the Operations field corresponding to the material you wish to remove. 7) This material has now been removed.

59 Assign Prerequisite Line Managers can ONLY edit and update courses they have created. 10) Login as a user with Line Manager privileges. 11) Click on the Classroom Course Module link in the Tools Menu. 12) Click on the Course Management link, which will take you to a list of all Courses on the system. 13) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Prerequisites tab. 14) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and e- Learning Courses. 15) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. Each section has a form underneath the list where new attributes can be added to the list. 16) To assign a prerequisite, simple select the attribute from the drop down list, assign a required score (leave blank if no score required) and click the Assign button. 17) You will see the prerequisite is now part of the list. 18) The Mandatory field allows the user to set whether the attribute is a mandatory prerequisite or a recommended Edit Prerequisite Line Managers can ONLY edit and update courses they have created. 10) Login as a user with Line Manager privileges. 11) Click on the Classroom Course Module link in the Tools Menu. 12) Click on the Course Management link, which will take you to a list of all Courses on the system. 13) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Prerequisites tab. 14) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and e- Learning Courses.

60 15) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. 16) Click on the Edit icon in the operations field corresponding to the prerequisite you wish to amend. 17) This will populate the form below the list with the requested prerequisite information. 18) Once the information has been amended click on Update button to save Delete Prerequisite Line Managers can ONLY edit and update courses they have created. 8) Login as a user with Line Manager privileges. 9) Click on the Classroom Course Module link in the Tools Menu. 10) Click on the Course Management link, which will take you to a list of all Courses on the system. 11) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Prerequisites tab. 12) This will open the prerequisites area with various sub tabs for Skills, Qualifications, Face-to-Face courses and e- Learning Courses. 13) Each sub-tab will contain a list of all the attributes assigned to the activity within the certain category. 14) Click on the Delete icon in the operations field corresponding to the prerequisite you wish to remove. This prerequisite should then be removed from the list.

61 Assign Skills Offered Line Managers can ONLY edit and update courses they have created. 11) Login as a user with Line Manager privileges. 12) Click on the Classroom Course Module link in the Tools Menu. 13) Click on the Course Management link, which will take you to a list of all Courses on the system. 14) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 15) Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 16) Select the Skill from the drop down list. 17) The mandatory field sets whether the Skill has to be passed in order for the course to be completed. 18) The Expires After field sets the time period in which the skill will expire. 19) Once all required fields have been populated click: Assign Skill button. 20) This skill will then be displayed in the list Edit Skills Offered Line Managers can ONLY edit and update courses they have created. 8) Login as a user with Line Manager privileges. 9) Click on the Classroom Course Module link in the Tools Menu. 10) Click on the Course Management link, which will take you to a list of all Courses on the system. 11) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 12) Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 13) Click on the Edit icon in the Operations column corresponding to the Skill Attribute you wish to amend. 14) This will populate the form below the list with the relevent data. Once you have amended the information click Update button to save the changes.

62 Remove Skills Offered Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the Skills Offered tab, this will display a list of all the skills currently assigned as offered to this course. 5) Click on the Delete icon in the Operations column corresponding to the Skill Attribute you wish to amend. 6) This will remove the skill from the list Assign Offered Qualification Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Select the Qualification from the drop down list. 7) The mandatory field sets whether the Qualification has to be passed in order for the course to be completed. 8) The Expires After field sets the time period in which the Qualification will expire. 9) Once all required fields have been populated click: Assign Qualification button. 10) This skill will then be displayed in the list.

63 Edit Qualifications Offered Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges 2) Click on the Classroom Course Module link in the Tools Menu 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Click on the Edit icon in the Operations column corresponding to the Qualifications Attribute you wish to amend 7) This will populate the form below the list with the relevent data. Once you have amended the information click Update button to save the changes Remove Qualifications Offered Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. 5) Click on the Qualifications Offered tab, this will display a list of all the Qualifications currently assigned as offered to this course. 6) Click on the Delete icon in the Operations column corresponding to the Qualification Attribute you wish to amend. 7) This will remove the Qualification from the list.

64 4.2. Event Management Schedule a New Event Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the New Event link above the event list. 5) This will bring up the New Event form. 6) The Activity field provides a the title of the parent activity, including a link to that activity. 7) Event Reference is the Classroom Course Reference for the event, this field is pre-populated with a numeric value related to the event number, but can be changed to any alphanumeric value. 8) Event Title is the title of the event and will be displayed wherever the event is referenced. This value defaults to the activity title.

65 9) Start & End Date, and Time fields set the start and end times of the event. The time fields default to the value entered into the Default Start and End Times fields at the activity level. 10) Closing Date sets when the event closes for applications. 11) Event Status lists the event status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Activity & Event Codes tab, Activity & Event Status sub tab to add or edit these codes). 12) Availibility fields allow the event to only be available to certain branches, or open to all. 13) Organiser lists all the organisers as set up via the Organisation area (See Assign Organiser sections of this user guide for steps on how to add additional organisers). This value is default to the value as entered at activity level. 14) Event Trainer lists all the trainers as set up via the Organisation area (See Assign Trainer sections of this user guide for steps on how to add additional Trainers). 15) Maximum Delegates sets the maximum number of approvals allowed before the Course Full Rule becomes active. This field is pre-populated with the value entered into the Default Max Delegates field at the activity level. 16) Currency sets what currency the Event will be offered in, this field is pre-populated with the value entered into the currency field at activity level. 17) Course Fee sets how much the Event will cost an applicant. This field is pre-populated with the value entered into the Default Course Fee field at activity level. 18) Venue sets where the event will be held. 19) Venue Room becomes populated when a venue is selected, and sets which room the event will be held in within the selected venue. 20) Scope allows the user to enter some description about the scope of the Event. 21) Aims allow the user to enter some description about the aims of the Event. 22) Objectives allow the user to enter some description about the objectives of the Event. 23) Programme allows the user to enter some description about the programme of the Event. 24) Once all required information has been entered, click on the Submit Event button to save the event. You will be taken to the Edit Event form for the event you have just created, with additional tabs for Enrolment Management and Resource Booking.

66 Edit Event Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Edit Event Details tab to bring up the Edit Event Details form. 5) Once the relevent information has been amended, click on the Update Event button to save the details.

67 Add Resource Booking Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab. 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected. 6) Select the resource you wish to assign to this event from the Book Resource drop down menu. 7) Write a brief description to why the resource is required. 8) Click Book Resource button to save the booking. This resource will now appear in the list.

68 Edit Resource Booking Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab. 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected, you cannot edit these resource bookings. 6) Click on the Edit icon in the operations field corresponding to the resource booking you wish to amend. 7) This will populate the form below the list with the relevant resource booking information. 8) Once you have amended the information, click the Update Resource button to save the changes Remove Resource Booking Line Managers can ONLY edit and update courses they have created. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the course title link on the list to load the Edit Course section. The first tab you come to is Event Schedule. Click on the title of the event in the list to load the Edit Event section, the first tab you come to is Enrolments. Click on the Resource Booking tab.

69 5) This will bring up the Resource Booking section, which lists all resources currently booked onto the event, with a form allowing the user to assign new resources. Resources with Reason Room are because those resources are assigned to the venue room you have previously selected, you cannot remove these resource bookings. 6) Click on the Remove icon in the operations field corresponding to the resource booking you wish to Remove. 7) This will remove the resource booking from the list My Events Event Quick Access Line managers have a quick access to events that they own / have administration rights over. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Course Management link, which will take you to a list of all Courses on the system. 4) Click on the My Events tab above the course list, this will display a list of events that are assigned to the logged in Line Manager. 5) To edit these events simply click on the event title link.

70 4.3. Enrolment Management Line Manager Enrol Delegate Line Managers can ONLY enrol their own staff onto events. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Navigate to the desired event, this can be done via the Course Management area for owned activities and events, or via the Courses section to list all the events currently on the system. Line Manager can enrol his staff onto any open events. 4) Once the event has been found, click on the enrolments tab to display a list of all the current enrolments on the course. 5) Click the Enrol Delegate link above the list. 6) This will bring up the Enrol Delegate form. 7) Delegate Name lists all users of the Student user type. 8) Approval Status lists all the approval status codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Approval Codes sub tab to add or edit these codes). 9) Reason field lists all the reason codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Reason Codes sub tab to add or edit these codes). 10) Attendance Status lists the attendance codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Attendance Codes sub tab to add or edit these codes).

71 11) Acceptance Code lists all of the acceptance codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Acceptance Codes sub tab to add or edit these codes). 12) Release Code lists all of the release codes as set up via the Setup & Utilities area (See Add New Code, or Edit Code sections of this user guide, and navigate to the Enrolment Codes tab, Release Codes sub tab to add or edit these codes). 13) Application Date allows the user to set when the delegate applied for the course, this field defaults to todays date 14) Cancellation Date specifies when the user cancelled, or was cancelled for the enrolment. This should be left blank if cancellation has not been submited. 15) Course Completed sets whether this delegate has completed the course. 16) Enrolment Notes allows the user to enter some notes about the enrolment. 17) Once the relevent information has been entered, click the Enrol Delegate button to save the changes Edit Enrolment Line Managers can ONLY edit enrolment records for their own staff. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Navigate to the desired event, this can be done via the Course Management area for owned activities and events, or via the Courses section to list all the events currently on the system. Line Manager can enrol his staff onto any open events. 4) Once the event has been found, click on the enrolments tab to display a list of all the current enrolments on the course, Line managers have quick access enrolment updates for the approval, release and reason fields. 5) Change these values in the drop down boxes and click Update Enrolments to save the changes. All enrolments can be updated at the same time this way. 6) To Edit the extended information for the enrolment, simple click the candidates username to bring up the Edit Enrolment form 7) Once the details have been amended, click Update Enrolment button to save the changes Quick Access Edit Staff Enrolments Line managers can update all their Staff enrolment records at once via the Employee Management Area. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Employee Management link.

72 4) This will bring up the employee management section; the first tab will be a list of the Line Managers employees. 5) Click on the Employee Applications tab. 6) This will bring up a list of all applications made by all employees within the Line Managers scope, with quick access fields to update multiple enrolments at once. 7) Edit the values in the fields provided and click Update Enrolments button at the bottom of the page to update enrolments as required. 8) To update the extended enrolment information, click on the Candidates name link to bring up the Edit Enrolment form. 9) Once the required information has been amended, click Update Enrolment to save the changes Course Completion Line Managers can ONLY update enrolment records for their own staff. 1) Login as a user with Line Manager privileges. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Navigate to the desired enrolment record, either by finding the event and viewing the enrolment records, or by going into Employee Management and finding the appropriate enrolment record. 4) Click on the Candidates name in the name column to bring up the extended Edit Enrolment form.

73 5) Check the box labelled: Course Complete, and click Update Enrolment to save the changes. 6) You will then be taken to the Results tab, where any Skills or Qualifications offered by the course are listed. 7) Update the Score / Grade column for each skill and qualification and click Update Results to save the changes. 8) The Enrolment has now been marked as complete, and the Skills and Qualifications have been assigned to the user. 5. Delegate & Trainer Access 5.1. Event Applications Delegate Apply to Event 1) Login as a user of student user type. 2) Click on the Classroom Course Module icon in the Tools Menu. 3) Click on the Courses icon to display a list of Future Events available for application. 4) Click on the Event title link to bring up the Event Information section. 5) Click on the My Application tab to view your current application status, or to make a new application. 6) If the user passes all the prerequisite checks, and has no commitment clashes at the same time, then this will display an Apply To This Course button. 7) Simply click this button, and your application will be processed, and you will be taken back to the My Application tab where you can view the current status of your application.

74 Delegate Withdraw Application Delegates can withdraw their application at any time; once an application has been withdrawn the delegate can then no longer reapply for the course. 1) Login as a user of student user type. 2) Click on the Classroom Course Module icon in the Tools Menu. 3) Click on the Courses icon to display a list of Future Events available for application. 4) Click on the Event title link to bring up the Event Information section. 5) Click on the My Application tab to view your current application status, there should be a Attending Status drop down field, with a button to Update Application. 6) Change the value in this drop down list to Withdraw Application, and click Update Application button. 7) Your application has now been withdrawn Delegate Accept Offer Where an application has been made to an event that is full, the application may automatically be placed into a waiting list. Should a delegate withdraw an approved application, the system checks the waiting list for the next application and automatically offers the place to this candidate. The system will sent an automatically (should the SMTP settings be set up within efront), and also a personal message within efront. The template sent for this can be set up via the Setup & Utilities area (See the Edit Template area of this user guide for steps on how to change the Template). 1) Login as a user of student user type. 2) If an or a message has been received, there should be a link to the event within the message. 3) Otherwise click on Classroom Course Module link in the Tools Menu. 4) Click on the Courses link within the Module. 5) Navigate to the appropriate course. 6) Click on the My Application tab, which should now display a new field for Accepting or Declining the offer for a place. 7) The acceptance is set by default to Accept Place, but there is an option to decline. 8) Select the appropriate option, and click Update Application.

75 9) Your acceptance has now been submitted, and you have either been approved and are attending, or you have declined and have withdrawn your application Trainer Review Enrolments Trainers can see all the enrolments on the courses that they have been assigned as trainer for. 1) Login as a user of student type, who has been assigned as a Trainer. 2) Click on the Classroom Course Module link in the Tools Menu. 3) Click on the Courses Link within the module. 4) Navigate to an event record where you are the Trainer. 5) Click on the event Title link. 6) Click on the Enrolments tab. 7) This displays a list of all enrolments on the course you are training. 8) Trainers cannot update enrolments, it is for informational purposes only.

76 6. Reports All Access Levels 6.1. Accessing Reports Reports can be accessed by any user on the system; access to certain reports is restricted to the access level. Administrators have access to all reports on the system. Line Managers have access to reports based on themselves and the staff in their branch. Delegates and Trainers have access to reports for themselves only. To access the reports area: 1) Login to the efront system with any user. 2) Click on the Classroom Course Module link in the tools menu. 3) Click on the Reports icon. 4) This will take you to the reports area. 5) Select the report type you wish to run, and you may be presented with a further breakdown of report types, or you may be taken straight to the Report Customisation Screen where you can choose to range and specify certain criteria for your report Report Customisation Screen The report customisation screen offers the user the ability to narrow the report results by entering certain criteria which will range and restrict the report output. Depending on the report the customisation screen will disable certain fields that are based on data not present in the selected report. Please see next page for what the customisation screen looks like. If the customisation screen is left blank, then the report will contain all results in the database for that report, depending on your access level. Dates must be entered into the date fields in the format DD/MM/YYYY or it may produce unexpected results.

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78 7. Example Code Set efront Classroom Course Module Standard Data Set Activity & Event Codes: STATUS Activity / Event Status Codes CANC CLOS COMP CONT PROP REDN SCHD Cancelled Closed Completed Contract Proposed Redundant Scheduled DELIVMODE Delivery Mode Codes BRAI COAC DEMO ELEA LECT MIXD ONLI OPNL OTHE QUAL SEMI TASK TUTR WEBI WORK Brainstorming Sessio Peer Coaching Demonstration e-learning Lecture Mixed Online Open Learning Other Quality Circle Seminare Task Group Tutorial Webinar Practical Workshop

79 TRAINAREA Training Area & Specific Area Codes ADMN Administrative Skill Specific Areas: ABSE CLER CUST DOCT FA FINC MTMN SEC Absence Records Clerical Customer Service Document Control First Aid Finance Arranging Meetings Secretarial CUCR Customer Care Specific Areas: ATTC COIM COMP CRMC CUCR CUTP TELC Attitude to Care Company Image Customer Complaints CRM Logging Customer Care Care Procedures Telephone Skills FINA Financial Systems Specific Areas: BANK CRET FINA INVO MNTH ORDP PAYR PPRE Bank Reconciliation Credit Control Financial Systems Invoicing Monthly Accounts Processing Orders Using Sage Payrol Payrol Prep SAGE Using Sage Line 50 HRPR HR Procedures Specific Areas: APPO ATTE Appointment Procedur Attendance Records

80 CPDT HRPR INDU RECU RETI SDMS STAR Training and CPD HR Procedures Induction Processes Recruiting Staff Retirement Process Basics of SDMS Start Infor to Pay HS Health and Safety Specific Areas: ACRP CDUS COSH DRIV FA HS MLFT RISK WORP Reporting Accidents Computer Usage C.O.S.H.H. H& S for Drivers First Aid Health and Safety Manual Lifting Risk Assessment Workspace IFTC Information Tech Specific Areas: EXCE IFTC PDAS POPT SHPT WEB1 WORD Use of Excel Information Tech Use of PDAs Use of Powerpoint Basic Sharepoint Basics of the Web Word Processing LEGD Legal Documents Specific Areas: CONT EQUA HSRE LEGD OTHR Contracts of Employ Equal Pay Accident Records Legal Documents Other

81 QUOT REST TCON WART WRKD Quotations Response to Tender T&Cs of Sale Warrantees EU Working Time Reco MANG Management Specific Areas: ABSR APPR COMN DECN DISP GRIV HRPM LEAD PKU SELF Return to Work Int Appraisal Skills Communication Skills Decision Making Skls Discipline Procedure Grievance Procedure Managing People Leadership Skills Prof Knowl & Underst Self Management Skls OFFM Office Management Specific Areas: HSOF OFFL OFFM SITE TEAM USPH Health and Safety Office Layout Office Management Site Security Team Building Use of Telphones PASS PA Skills Specific Areas: CONT DIAR LEAV MTAG PASS TEAM TELP Contact Management Diary Management Leave Cover Meeting Agendas PA Skills Team Management Telephone Policy

82 TRAV Travel Arrangements PERD Personal Development Specific Areas: PERD PRET REDU SPER WLBA Personal Development Planning Retirement Preparing for Redund Support Personal Dev Work Life Balance TECH Technical Specific Areas: CPDP DOC EQMA IT SPEC Professional Standar Tech Documentation Equipment Maintain I.T. Skills Specific Skills WELF Welfare Specific Areas: BERV LEGA LOGI PERT PRRE SPOR WELF Berievement Support Legal Advice Long Term Illness Faimily Issues Preparing to Retire Sports Activities General Welfare ACTTYPE Activity Type Codes CASC CONF CONS COUR DIST ELEA EXHB ICT LECT Cascade Training Conference Consultancy Course Distance Learning e-learning Product Exhibition Computer Assisted Lecture

83 NETW OPN OTH PLAC PRAC PROJ SECD SELF SEMI SHAD TASK TTRT WORK WORS Network Meetings Open Learning Other Work Placement Practice Session Projects Secondment Self Study Seminar Shadowing Task Group Train the Trainer Work Based Training Workshop Enrolment Codes: ACCEPTANCE Acceptance Codes NACC OTHR REFM RESV TEFT TELP ACCE Not Accepted Other Referred to Manager Put on Waiting List Referred to Trainer Confirm by Telephone Accepted

84 APPROVAL Approval Codes NEXT NAPP PEND WAIT APPR WOFF WITH COMP Next Course Not Approved Pending Approval Waiting List Approved Waiting List - Offered Place Application Withdrawn Course Complete ATTENDANCE Attendance Codes CANC NATT NOSI PART ATTE Cancelled Not Attended Not Attended Sick Partially Attended Attended RELEASE Release Codes COVR FTSE NOCO PAID UPA Staff Cover Rqd Full Time Secondment No Staff Cover Rqd Paid Release Unpaid Release APPRREASON Approval Reason Codes ACAR APPR BUPL CPD CPDM DETP HESA IIPA NEED Agreed Career Plan Appraisal Target Business Plan Prof Development Minimum CPD Hours Departmental Plan Health and Safety IIP Action Plan Needs Survey

85 PRIA PRIB PRIC PSDV QUDE STRQ TDP Priority A Target Priority B Target Priority C Target Personal Devlop Quality Improvement Legal Requirement Team Development Organisation Codes: PROVTYPE Provider Type Codes EXT FECO FSB1 INHO ONLN OTHR PRIT TRAS UNIV External FE College Fed Small Business In-house On Line Training Other Private Trainer Trade Association University RESOURCETP Resource Type Codes CONS EQIP HARD PERS ROOM TUTO Consultant Equipment Hardware Person Room Trainer ROOMTYPE Room Type Codes HALL INTE ITRM MR Hall Interview Room IT Suite Meeting Room

86 ROOMLAYOUT Room Layout Codes HORS ROUN STAN Horseshoe Round the Table Standard Skill & Qualification Codes: COMPETENCY Competency Level Codes 1AID 2AID 3AID BARA BARE BARF BARJ BARS Requires Support Does Not Need Suppor Exemplary Skill Just Above Exp Level Well Below Exp Level Fully Competent Just Below Exp Level Well Above Exp Level C001 Level 1 C002 Level 2 C003 Level 3 C004 Level 4 C005 Level 5 COMPETTYPE Competency Type Codes 0M1 0M1S 0M2 0M3 0SQM ADMI ASS BAS BUSP CCSK First Line Managers Supervisory Management Middle Managers Senior Managers Managing Quality Administration Assessment Basic introduction Business Planning Customer Care Skills

87 CCT COM COMM COMP COUN FA FINA FIRE FOOD HS IND INFM IT LANG LEAD LEG MEET MH OTHE PART PEOP PROJ RISA RISM SFL SKIL SPEC SUPE SYG TRNG Comm Care Training Communication skills Comm Effectively Complimentary Therapy Counselling First Aid Finance Fire Training Food and Hygiene Health and Safety Induction Information Man Using IT Language Leadership Skills Legal Requirement Meeting Attendance Manual Handling Other Partnership Working People Skills/Man Project Management Risk Assessment Risk Management Skills for Life Skills Specialist Supervising Skills Use of Syringe Driver Training Others

88 CERTIFICAT Qualification Type Codes ACAD CSEE DEGP DEGR GCEA GCEE NVQ OTHE PROF Academic Qualification CSE Equivalent Post Graduate Degree First Degree GCE A Equivalent GCE Equivalent Nat. Vocational Qual Other Qualification Prof. Qualification CERTAWARD Qualification Group / Award Codes ACCO BA BA.H BED BEDH BSC BSCH CGLS COSH CUST DPED EDD FA FAEA GCSE IT MA MBA MED MSC Accounting Bachelor of Arts BA (Honours) Bachelor of Educ. Bed (Honours) Bachelor of Science BSc (Honours) C&G Learning Support COSHH Customer Service Diploma in Education Doc. In Education First Aid Emergency Aid Gen Cert of Sch Ed Information Technol Master of Arts Master of Bus Admin Master of Eduction Master of Science

89 NVQ1 NVQ Level 1 NVQ2 NVQ Level 2 NVQ3 NVQ Level 3 NVQ4 NVQ Level 4 NVQ5 NVQ Level 5 NVQQ OTHR PGCE PHD RSAS RSAT RSAW NVQ in Quality Other Post Grad Cert of Ed Doc in Philosophy RSA Shorthand RSA Typing RSA Word Processing AWARDBODYS Qualification Awarding Body Codes BTEC C&G JMB SSSS BTEC City and Guilds Joint Metric' Board Dept Social Service CERTSUBJE Qualification Subject Codes ADVG AGR ART ARTP BAF BIO BIOH BM BS BSAD BSCS BSIN BSLE Advice and Guidance Agriculture Art and Design Performing arts:artp Business Administration and Finance Biology Human Biology Business and Management Business Support Skills - Finance and Accounting Business Support Skills - Administration Business Support Skills - Customer Services Business Support Skills - Insurance Business Support Skills - Legal

90 BSMA BSOH BSQA BSSA BSSC BUSI CBLD CEDU CENG CHED CHEM CITI CLAI CLNC CLND CLNE CLNF CLNP CLNS COMC COMD COMH COMM COMP COUN CSCC CSEF CSEI CSGM CSHV CSPE Business Support Skills - Medical Administration Business Support Skills - Occupational Health and Business Support Skills - Quality Assurance Business Support Skills - Sales Business Support Skills - Contact Centre Skills Business Studies Construction and the Built Environment Careers Education Construction and Civil Engineering Childcare & Education Chemistry Citizenship Clait Advanced Cleaning - Cleaning and Support Services Cleaning - Contact Dermatitis Prevention Local Environmental Services Cleaning - Facilities Management Cleaning - Cleaning Principles Cleaning - Cleaning Science Community - Active Citizenship Community - Community Development Work Community - Housing Community - Substance Misuse Computer Science Counselling Construction & Building - Construction Qualificati Construction & Building - Energy Efficiency Construction & Building - Electrical Installation Construction & Building - Gas Installation and Mai Construction & Building - Heating and Ventilation Construction & Building - Electrical Power Enginee

91 CSPL CSRA CSUS CYPE CYPJ CYPP CYPR CYPS CYPW CYPY DANC DC3D DCCR DCCT DCFA DCFD DCFU DCID DCMI DCST DCSU DCVT DESI DRAM EARL EGAE EGAQ EGEE EGLM EGLO EGMA Construction & Building - Plumbing Construction & Building - Refrigeration and Air Co Construction & Building - Utility Services Children & Young People - Early Years Children & Young People - Youth Justice Children & Young People - Parenting Services Children & Young People - Residential Care Children & Young People - CYP Services Children & Young People - Playwork Children & Young People - Youth Work Dance Design & Craft - 3D Studies Design & Craft - Conservation and Restoration Design & Craft - Constructed Textiles Design & Craft - Fashion Design & Craft - Floral Display Design & Craft - Furnishings Design & Craft - Interior Decor Design & Craft - Millinery Design & Craft - Stiched Textiles Design & Craft - Sugarcraft Design & Craft - Visual Techniques Design and Technology Drama Early Years Engineering & Transport - Aeronautical Engineering & Transport - Automotive Qualification Engineering & Transport - Electrical and Electroni Engineering & Transport - Land-based machinery Engineering & Transport - Logistics Engineering & Transport - Marine

92 EGOG EGPM EGRA EGSE ENG ENGG ENGL ETLS ETQT ETTD ETTS FINA FREN GENS GEOG GERM GOVE GRAP HAIR HBBU HBCT HBHA HBNI HIST HSC HSCC HSCG HSCH HSCL HSCM HSCO Engineering & Transport - Oil and Gas Engineering & Transport - Production and Maintenan Engineering & Transport - Railway Engineering & Transport - Structural Engineering English English Language English Literature Education & Training - Library and Information Se Education & Training - Qualified Teacher Learning Education & Training - Training and Development Education & Training - Teaching and Supporting Le Financial Management French General Studies Geography German Government and Politics Graphic Design Hair and Beauty Studies Hairdressing Hairdressing Hairdressing Hairdressing History Health and Social Care Health and Social Care - Mental Health Health and Social Care - Care Health and Social Care - Health Health and Social Care - Learning Disabilities Health and Social Care - Management in Care Health and Social Care - Oral Care

93 HSCU HSP HSPM HST ICT IT ITAP ITDH ITQ ITSD ITSS ITUC JAVA JUCC JUCH JUCJ JUPO JUTM JUYJ LAND LANG LDAC LDAG LDBL LDEN LDEQ LDFL LDFO LDLM LDSS LEIS Health and Social Care - Custodial Care Hospitality & Catering Hospitality Management Health Science & Technology - Assistive Technology Information and Communication Technology Computing and IT Information Technology (IT) - ICT Apprenticeship Information Technology (IT) - Digital Home Technol Information Technology (IT) - ITQ Information Technology (IT) - Software Development Information Technology (IT) - IT Systems Support Information Technology (IT) - Using Computers Java Based Justice - Custodial Care Justice - Custodial Healthcare Justice - Community Justice Justice - Policing incl Intelligence Analysis Justice - Traffic Management Justice - Youth Justice Environmental and Land-based Studies Modern Foreign Languages Land-based Industries - Animal Care Land-based Industries - Agriculture and Related In Land-based Industries - Blacksmithing Land-based Industries - Environment Land-based Industries - Equine Land-based Industries - Floristry Land-based Industries - Forestry Land-based Industries - Land-based Machinery Learning Dev and Sup Leisure and Tourism

94 LIFE LIT MACM MAGL MAGM MAMC MAND MANP MANU MAPM MASB MATH MATL MEDA MEDC MEDI MEDP MUSI NUM OTHE PE PEDU PHIL PHYS PREF PRIN PSYC PUBL RE RELI RETD Life skills Literacy Management - Coaching and Mentoring Management - General Leadership Management - General Management Management - Management in Care Manufacturing and Product Design Processing & Manufacturing Manufacturing Management - Personnel Management Management - Enterprise and Small Business Maths Management - Team Leading Media Arts Creative and Media Media Media and Photography Music Numeracy Other Physical Education Primary Education Philosophy Physics Performing Arts Printing and Graphic Communications Psychology Public services Religious Education:RE Religious Education Retail and distribution

95 SCCM SCCP SCDS SCIE SCPS SCSG SCSS SEXE SHD SKIW SOCS SPAN SPOR STAT TEAS TECH WORK Security - Conflict Management Security - Close Protection Security - Door Supervision Science Security - Parking and Community Safety Security - Security Guarding Security - Security Systems Sex and Relationships Education Society Skills for working life Social Science Spanish Sport and Exercise Sciences Statistics Teaching Assistants Technology Work-Related Learning CERTACHIEV Qualification Status Codes ACHV PROG TBA Achieved In Progress To Be Achieved

96 Software Solutions for Staff Development, Personnel and Recruitment Management SDMS efront Face-to-Face Training Module is just one of a growing range of products specially designed with and for Human Resources and Learning Specialists, which in total comprises a fully integrated system for today s organisations committed to quality, for their staff and clients. Also available within the current SDMS product range are: SDMS V Staff Development and Learning Management for Windows SDMS V Training Evaluation for Windows Optional Module SDMS V Training Needs for Windows Optional Module SDMS V Appraisal for Windows Optional Module SDMS V e-training for Web and Intranet Access SDMS V e-evaluation, e-needs and e-appraisal Optional Modules SDMS V e-sd.net Web Tools for Small Businesses SDMS V QCF/NVQ Learning and Skills for Windows SDMS V HRPersonnel for Windows SDMS e-hrp.net Web Tools for Small Businesses SDMS V Recruitment and Selection for Windows SDMS V e-recruit.net On Line Job Applications SDMS V Adviser and School Support for Windows SDMS V e-adviser for Web and Intranet Access Earnie Payroll for Payroll Administration Integration Service For Further Information please contact us: SDMS Ltd 9 Pearson Road, Central Park, Telford, Shropshire, TF2 9TX Telephone +44 (0) Fax +44 (0) [email protected]