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Basic Course Search

The filter can be found on the path Home > Employees > Training Courses > Basic Courses.

The data filter allows you to enter new Basic courses or search for existing ones to view, modify, or delete them.

Basic Course Search​

The form consists of a filter area and a results area. Once you have set all the desired filters, simply click the Search button to view the results within the results grid.

Enter Basic Courses​

To enter new Basic courses, you must click the New button.

Edit or View Basic Courses​

To open the management of the results grid, you need to double-click on the row of interest or, by selecting one or more rows, press the Modify or View buttons.

Specific buttons:

Duplicate Basic Courses​

The button is enabled only if a single Basic course is selected from the results grid.
To duplicate an existing Basic course into a new Basic course, you need to click on the Basic course in the grid you wish to duplicate and press the Duplicate button. You can only duplicate one Basic course at a time. A prompt will appear asking:

Basic Course Type: is the Basic Course Type of the new Basic course (required field), the Basic course type of the source Basic course is proposed.
title: is the title of the new Basic course (required field).
Area: is the Area of the new Basic course, the Area of the source Basic course is proposed.
Sector: is the Sector of the new Basic course, the Sector of the source Basic course is proposed.
Course category: is the Course category of the new Basic course, the Course category of the source Basic course is proposed.

Then click the OK button or the Cancel button if you wish to proceed with duplicating or not.
At the end of the processing, the new Basic course will be displayed.

Schedule Next Course​

The button is enabled only if a single Basic course is selected from the results grid.
To schedule a new Training course from a Basic course, you need to click on the Basic course in the grid from which you wish to schedule and press the Schedule next course button. You can only schedule one Training course at a time.
The new Training course created will have the following pre-loaded information:

Training course type: specified in the Basic course types table present in the source Basic course.
Year, Number, and Date: based on what is provided by the Numeration associated with the Training course type and the current date.
Planned: indicator of Planned Training Course.
Other information inherited from the source Basic course: Contents, Tutor, Tutor requirements, Foreign presence, Efficacy evaluation, Normative requirements, Sector, Area, Course category, Scheduled hours, and Expected cost; the list of Tasks.
Based on the Tasks, the Employees who hold those Tasks on the date of the course will be proposed.

At the end of the processing, the new Training course will be displayed.

Schedule Next Renewal​

The button is enabled only if a single Basic course is selected from the results grid where a renewal is expected (Course renewal data with Frequency different from zero).
To schedule a new renewal from a Basic course, you need to click on the Basic course in the grid you wish to plan from and press the Schedule next renewal button. You can only schedule one Training course at a time.
A message indicating the impossibility of creating a renewal will be displayed if a Training course has never been conducted for the Basic course. The new Training course created will have the following pre-loaded information:

Training course type: specified in the Basic course types table present in the source Basic course.
Year, Number, and Date: based on what is provided by the Numeration associated with the Training course type and the current date.
Planned: indicator of Planned Training Course.
Renewal: indicator of Training Course Renewal.
Other information inherited from the source Basic course: Tutor, Tutor requirements, Normative requirements, Sector, Area, Course category, the list of Tasks; from the Basic Course - Renewal: Contents, Foreign presence, Efficacy evaluation, Scheduled hours, and Expected cost.
Based on the Tasks, the Employees who hold those Tasks on the date of the course will be proposed.

At the end of the processing, the new Training course will be displayed.

For anything not detailed in this document about the common functioning of the forms, please refer to the following link Common functionalities, buttons and fields.