The Course record establishes an individual instance of when a learning event will be or was presented. A Course must be nested under a Course Template. Most fields in the Course Record come pre-filled from the template.
The required fields are:
- Date / Time and Length (these can later be modified).
- Multi-day courses: events 2-7 are optional but will build events on the schedules of the selected colleagues. Additional Date / Time and Length fields appear after the previous row is completed.[1]
All the other fields are option or come pre-filled. The description can be modified if this course instance’s delivery will differ from the Template.
The Course Name (from Course Template), Date/Time, Length, Location, Leader, and Description will be used to make Event records. This data is visible to all Learners, Preceptors, and Leaders when they review their schedules.
Schedule a Learner / Preceptor to attend the course
Scheduling a learner or preceptor simply requires checking the box next to their name.
When adding a new learner or preceptor to the course an event record will be nested to the individual's learner or preceptor record as well as to this course record. Whereas when editing a course where learners and preceptors are already registered the nested event records will be updated.
There is one event record per learner and per preceptor for each day of the course.
Target Audience
Identifying the target audience for a course limits the survey invitations to be sent to the designated audience members (Learners only, Preceptors only, or Both)