American Red Cross Learning Center Job Aid: Creating a Course Record as a CR Administrator

Transcription

1 American Red Crss Learning Center Jb Aid: Creating a Curse Recrd as a CR Administratr User Rle: Curse Recrd Administratin Website: Cre Cncepts What is the curse recrd system? The Red Crss Learning Center curse recrd system allws yu t enter curse recrds fr American Red Crss training. Once yu have entered all f the required infrmatin, yu submit it t yur chapter fr review and apprval. D I have t enter student infrmatin int the curse recrd? There are sme Red Crss curses that d nt require the cllectin f student names (e.g., swimming lessn curses and educatin presentatins). If the curse yu taught des nt require student names, yu can check the Skip Student Details checkbx. Yu d nt enter the names r cntact infrmatin f the students. Instead, yu enter the ttal number f students, the number wh cmpleted the ffering successfully, the number wh did nt successfully cmplete it, and the number wh were nt evaluated. If the Skip Student Details bx des nt appear, then yu must enter student infrmatin fr the curse recrd. What payment ptins are there fr the curse ffering? If the curse recrd yu are entering requires the payment f fees, the ttal cst will be autmatically calculated. This ttal must be paid fr in full by credit card r purchase rder. T use the purchase rder payment methd, a purchase rder fr the rganizatin submitting the curse recrd must be set up in the system by the American Red Crss, and it must have sufficient value t cver the curse s cst. What happens after I submit the curse recrd? The curse recrd is submitted in the system t the chapter fr review, and yu receive an cnfirmatin f the submissin. The chapter administratr will apprve the curse recrd, cntact yu regarding needed changes, r reject it. Once apprved, yu will receive an infrming yu that the certificates are ready fr printing. If the curse recrd is rejected, yu will need t make any needed crrectins and resubmit the curse recrd. Nte: Once yu submit a curse recrd t the chapter fr review yu cannt edit it. If yu need t make crrectins, cntact yur lcal chapter. American Red Crss Learning 5.4 SP American Red Crss. Page 1 f 5

2 Prcess Prcess flw Access CR Administratin Create Curse Recrd Add Instructr(s) Enter Student Infrmatin Enter Payment Infrmatin Prcess steps Step Actin 1. Access CR Administratin Frm the drp-dwn menu at the tp, select CR Administratin. 2. Create Curse Recrd Sheet Click the New Curse Recrd link. Nte: If yu want t search fr an existing curse recrd such as ne that has already been submitted t the lcal chapter fr review, enter the search criteria and click search. Use the % as a wildcard fr searching. Cmplete the fllwing fields: Cntact the cntact field aut ppulates with yur infrmatin. The cntact n a curse recrd is the persn wh will receive ntificatins abut the status f the curse recrd, and the cntact will be able t print certificates nce the curse recrd is apprved. Organizatin: Select the rganizatin fr which the curse was ffered frm the drpdwn menu. Nte: Only rganizatins with which yu are assciated will appear in the drp-dwn menu. Nte: The rganizatin name will appear n student cmpletin certificates. Curse: Click the Pick Curse buttn t the American Red Crss Learning 5.4 SP American Red Crss. Page 2 f 5

3 Actin right f the field t search and select the curse that was ffered. Nte: Use the % as a wildcard fr searching. Offering End Date: Click the Offering End Date icn and select the end date f the curse s ffering. Nte: This is the date that will appear n the learners cmpletin certificates. Skip Student Details (ptinal): Check this bx if yu want t enter the ttal number f students wh attended and were successful, unsuccessful, r nt evaluated, instead f entering infrmatin abut each student by name. Nte: The Skip Student Details field nly displays if the curse is set up t allw annymus learners. Ttal Students: Enter the number f students wh attended this ffering f the curse. Ttal Successful: Enter the ttal number f students wh successfully cmpleted the ffering. Ttal Unsuccessful: Enter the ttal number f students wh did nt successfully cmplete the ffering. Ttal Nt Evaluated: Enter the ttal number f students wh were nt evaluated as successful r unsuccessful. Nte: The Ttal Successful, Ttal Unsuccessful, and Ttal Nt Evaluated fields nly display if yu check the Skip Student Details checkbx. Nte: The sum f the numbers in the Ttal Successful, Ttal Unsuccessful, and Ttal Nt Evaluated fields must equal the number entered int the Ttal Students field. Street Address: Enter the street address f the facility where the ffering was cnducted. City: Enter the city where the ffering was cnducted. State: Enter the state where the ffering was cnducted. Zip: Enter the zip cde where the ffering was cnducted. Cunty:* Select the cunty where the ffering was cnducted frm the drp-dwn list. American Red Crss Learning 5.4 SP American Red Crss. Page 3 f 5

4 Actin Certificates (ptinal): Select the ptin fr hw yu wuld like t distribute certificates frm the drp-dwn list. Nte: Requesting that certificates be printed by the lcal chapter and sent t the custmer may invlve additinal fees. Cmments (ptinal): Enter any additinal infrmatin abut the curse ffering that yu wuld like the lcal unit t knw, if needed. Click the Save buttn. The curse recrd is saved and the Instructrs sectin appears. 3. Add Instructr(s) In the Instructrs sectin, click the Add Instructr link. A windw displays t search fr instructrs. Enter search criteria t lcate the desired instructr. Nte: Use the % as a wildcard fr searching. Click the Search buttn. Nte: Only peple wh are assciated with the curse recrd s rganizatin and wh are designated as an instructr resurce will display in the search results. Check the checkbx next t any desired instructr(s). Click the Select and Clse buttn. Click the Next buttn. Nte: If yu need t add additinal instructrs after clicking the Select and Clse buttn, repeat the Add Instructr(s) steps abve. 4. Enter Student Infrmatin Nte: If yu checked the Skip Student Details checkbx in step 2 abve, then skip this step and g t step 5 belw. Nte: There is a clumn fr every curse cmpnent assciated with the curse. Fr each learner, cmplete the fllwing fields: Nte: First and last name are required. and phne are preferred t help lcate student recrds in the future. First Name: Enter the learner s first name. Last Name: Enter the learner s last name. * Enter the learner s address. Phne:* Enter the learner s phne number. Fr each curse cmpnent field, select Successful, Unsuccessful, r Nt Evaluated frm the drp-dwn list. Nte: Successful is the default value. Click the Review buttn. American Red Crss Learning 5.4 SP American Red Crss. Page 4 f 5

5 Actin Nte: Reviewing the student infrmatin is a mandatry step befre yu can prceed. If yu need t make changes, click the Back buttn and edit the infrmatin. Nte: A careful review is imprtant t ensure that learner names are spelled crrectly and that the apprpriate cmpletin status(es) is recrded fr each learner. Review the infrmatin fr accuracy and click the Cnfirm buttn. 5. Enter Payment Infrmatin In the Payment Type field, select the prper payment type. Additinal fields display. Cmplete the additinal payment fields, which vary accrding t the selected payment type. Nte: In rder fr a purchase rder t be used fr payment, it must be assciated with the rganizatin listed n the curse recrd and have sufficient value t cver the Ttal. Check the I Agree checkbx t certify that the training sessin has been cmpleted in accrdance with the requirements and prcedures f American Red Crss. Click the Submit buttn. A message windw displays t cnfirm that submitting the curse recrd sheet will send it t the chapter fr review. Nte: Yu cannt edit a curse recrd nce it is submitted t the lcal chapter fr review. If yu need t make changes t a curse recrd yu have submitted, cntact yur lcal chapter. Click the OK buttn. The curse recrd sheet is submitted fr review by the chapter administratr. T print a summary f the curse recrd, click the Print Summary buttn and click the Print buttn in the windw that displays. Nte: The summary page serves as the fficial curse recrd. This recrd is the equivalent t the Curse Recrd and Curse Recrd Addendum r an Activity Sheet. Nte: Yu d nt need t submit a paper cpy f the curse recrd t the lcal chapter if yu have entered the curse recrd in the system. Ftnte: * Even thugh this is nt a required field t save this recrd in American Red Crss Learning, it is imprtant t cmplete it fr reprting and data purpses. American Red Crss Learning 5.4 SP American Red Crss. Page 5 f 5