Managing courses

DMF	1802** TRAINING INTERNSHIPS INTERNSHIPS

Courses are elements that constitute the training catalog. Courses must be created in order to associate training sessions with courses.

Creating a course

DMF	180201 TRAINING INTERNSHIPS NEW

Go to Training > Courses and click on

in the action bar.

Under the Main information section, specify the information:

Field	Description
Code	Specify the unique code of the course. If automatic management objects numbering is programmed for sessions, you can leave this field empty and the code will be created automatically (see Setting up automatic numbering).
Label	Specify a label to name the course.
Course manager	Specify the course manager. They are the educational manager who implements the course. The list displays all active and generic employees.
Training level	Specify the training level. It is the level reached after the course was attended. This information is used in the BPF. Reference To create a training level, see Creating a training level.
Language	Specify the course language.
Minimum nb registered participants and Maximum nb registered participants	Specify the minimum and maximum numbers of registered participants.
Duration (in days) and i.e. (in hours)	Specify the duration in days of sessions linked to the course in the Duration (in days) field. This information will be used in the training agreement. When the Duration (in days) is specified, the duration converted to hours is automatically specified in the i.e. (in hours) field. It is then possible to modify the i.e. (in hours) field without affecting the Duration (in days) field.
Comment	Add a comment.
End date	Specify the date on which the course will no longer be valid. The course will still be specified in already created sessions but it will no longer possible to select it again when creating or modifying a session.

Under the Analytical baseline section, specify the information:

Field	Description
Project family	Specify the project family.
Project sub-family	Specify the project sub-family.
Technical division	Specify the technical division. The list displays technical divisions created in Akuiteo.
Technical field	Specify the technical field. The list displays the technical fields created in Akuiteo and linked to the technical division specified.
Technical sub-area	specify the technical sub-field. The list displays the technical sub-fields created in Akuiteo and linked to the technical field specified.
Specialty mgr.	Specify the specialty manager. The list displays active and generic employees.
Auxiliary field	Specify one or more auxiliary fields. The list displays the auxiliary fields created in Akuiteo.

Reference

To create technical divisions, technical fields, technical sub-fields and auxiliary fields, see Courses.

Under the Teaching arrangements tab, specify the information:

Field	Description
Objectives	Specify what the participants will be able to do after attending to the course. Ex: Create a quotation.
Teaching arrangements	Specify the material used. Ex: PowerPoint presentation, Test instance.
Program	Specify the detailed plan of what will be presented during the training.
Access prerequisites	Specify the prerequisites to access the training. If there are no prerequisites, check No prerequisite. Ex: Be an Akuiteo customer, Accounting degree.
Assessment terms	Specify the method used to assess the training. Ex: Multiple-choice questionnaire, Application exercises.
Usability	Specify the information linked to accessibility. Ex: Sessions are accessible by people with any disabilities.
Access period (in days)	Specify the average period between the training request and the session.
Contact phone no. and Contact email	Specify the contact details that the customer can use to get in contact if needed.
Inter price and Intra price	Specify the inter and intra prices. This information does not have any impact on training product prices in the sales module.

In the action bar, click on

The course is created.

Modifying an internship

DMF	180202 TRAINING INTERNSHIPS MODIFY

Open the course and click on

in the action bar.

Modify the desired information.

In the action bar, click on

The course is modified.

Modify multiple custom data

DMF	180210 TRAINING INTERNSHIPS BATCH UPDATE

Prerequisite: Custom data must be created (see Custom data).

Custom data can be modified on multiple objects or third parties at once.

Start a search and select the results to modify.

Right-click on the selection and click on Edit custom data.

The Modify custom data window opens.

Check the custom data to modify and specify the new value for each checked element.

Click on Validate.

Custom data are modified in the selected management objects.

Publishing a course

DMF	180209 TRAINING INTERNSHIPS PUBLISH

Prerequisite: you must previously set up an Internship type report templates.

Reference

To create and setup training reports templates, see Setting up report templates.

From the course, click on

in the action bar.

Click on the desired report template.

Select the desired Printing type from the drop-down list.

The formats available depend on the report templates set up from the Desktop Application.

Check the New linked document option if you want to add the report to the linked documents.

Click on Preview, Print or Send email.

The course is published.

Publishing multiple courses at once

DMF	180204 TRAINING INTERNSHIPS SEARCH 180209 TRAINING INTERNSHIPS PUBLISH

Prerequisite: you must previously set up an Internship type report templates.

Reference

To create and setup training reports templates, see Setting up report templates.

From Training > Sessions, start the desired search.

Select the desired lines in the search result lines, then right-click on the selection and click on Publish selected courses.

Click on the desired report template.

Click on Preview, Print or Send email.

The courses are published.