Professional Development Options
Five types of options are provided for setting up and running the Professional Development System:
Professional Development Profile
Professional Development Reference Tables
Professional Development Course Options
Professional Development Report Options
Continuing Education
This section describes how to access the system's options and includes information on how these options are used.
Professional Development Profile
Menu Path
From the System Administration menu, select Administration. From the Profiles menu, select Professional Development Profile.
The Professional Development Profile option enables you to enter system settings related to defaults, credits, transcripts, auto-numbering, and web URL and server information. The Profile must be set up before you can use the other options in the Professional Development System.
For details, refer to Professional Development Profile.
Reference Table Options
The Professional Development and Education Reference Tables options are used by administrators to set up and maintain the Professional Development System.
Professional Development Tables
From the Human Resources menu, select Reference Tables. From the Professional Development menu, select an option.
Cost Codes | Cost Codes allows you to add, delete, or edit cost codes which can be associated with a course. For details, refer to Cost Codes. |
Course Types | Course Types allows you to add, delete, or edit course types which can be associated with a course. For details, refer to Course Types. |
Employee Type Mapping | Employee Type Mapping allows you to determine which courses are available for which employees by defining course types and mapping them to employee types. For details, refer to Employee Type Mapping. |
Evaluation Questions | Evaluation Questions allows you to add, delete or edit evaluation questions and participant responses for a particular course. For details, refer to Evaluation Questions. |
Grade Types | Grade Types allows you to add, delete, or edit grade types that can be associated with a course. For details, refer to Grade Types. |
Location Codes | Location Codes allows you to add, delete, or edit location codes which can be associated with a course. For details, refer to Professional Development - Location Codes. |
Miscellaneous Types | Miscellaneous Types allows you to add, delete, or edit miscellaneous types which can be associated with a course. For details, refer to Miscellaneous Types. |
Participants/Instructors | Participants/Instructors allows you to approve or deny new user registrations, and edit existing user records. For details, refer to Participants/Instructors. |
Room Codes | Room Codes allows you to add, delete, or edit room codes which can be associated with a course. For details, refer to Room Codes. |
Education Tables
From the Human Resources menu, select Reference Tables. From the Education menu, select an option.
Continuing Ed Class Types | Continuing Ed Class Types allows you to add, delete, or edit class types which can be associated with courses in Continuing Education and used to move courses from Professional Development. For details, refer to Continuing Ed Class Types. |
Continuing Ed Cost Types | Continuing Ed Cost Types allows you to add, delete, or edit cost types which can be associated with courses in Continuing Education. For details, refer to Continuing Ed Cost Types. |
Continuing Ed Course Status Codes | Continuing Ed Status Codes allows you to add, delete, or edit status codes which can be associated with courses in Continuing Education. For details, refer to Continuing Ed Course Status Codes. |
Continuing Ed Course User-Defined Labels | Continuing Ed Course User-Defined Labels allows you to add, delete, or edit course user-defined labels which can be associated with courses in Continuing Education. For details, refer to Continuing Ed Course User-Defined Labels. |
Course Category Codes | Category Codes allows you to add, delete, or edit category codes which can be associated with a course. For details, refer to Course Category Codes. |
Course Credit Types | Credit Types allows you to add, delete, or edit credit types which can be associated with a course. For details, refer to Course Credit Types. |
Course Proficiency Codes | Proficiency Codes allows you to add, delete, or edit proficiency codes which can be associated with a course. For details, refer to Course Proficiency Codes. |
Course Term Codes | Term Codes allows you to add, delete, or edit term codes which can be associated with a course. For details, refer to Course Term Codes. |
Course Topic Areas | Topic Areas allows you to add, delete, or edit topic areas which can be associated with a course. For details, refer to Course Topic Areas. |
Professional Development Course Options
Menu Path
From the Human Resources menu, select Entry & Processing. From the Professional Development menu, select Courses.
The Professional Development menu includes the Courses option, which enables you to add, approve or deny, and edit course records. The option is also used for moving courses to Continuing Education.
Following are descriptions of the action bar options on the Courses page:
Action | Description | |
|---|---|---|
Copy | Use this item to copy the information from a selected course to a new course. | |
Approve | Use this item to approve a course. | |
Deny | Use this item to deny a course. | |
Move to Continuing Ed | Use this item to move Professional Development courses into Continuing Education records. | |
For details on the above items, refer to Course Action Items.
From the Courses page, you can select a course and display the Course page, which allows the administrator to edit the course information.
Following are descriptions of the action bar options on the Course page:
Action | Description | |
|---|---|---|
Attendance | Use this item to add or delete attendance for a course. For details, refer to Attendance. | |
Registration | Use this item to add, delete, or edit registration for a course. For details, refer to Registration. | |
Course Expenses | Use this item to add, delete, or edit expenses for a course. For details, refer to Edit Courses. | |
Course Requirements | Use this item to add, delete, or edit requirements for a course. For details, refer to Edit Courses. | |
Credits | Use this item to add, delete, or edit credits earned by participants for completing a course. For details, refer to Edit Courses. | |
Evaluation Questions | Use this item to add, delete, or edit evaluation questions and responses from participants. For details, refer to Evaluation Questions. | |
Miscellaneous | Use this item to add, delete, or edit miscellaneous codes associated with a course. For details, refer to Miscellaneous Types. | |
Participant Costs | Use this item to add, delete, or edit costs to the participant for a course. For details, refer to Edit Courses. | |
Proficiency Goals | Use this item to add, delete, or edit proficiency goals for a course. For details, refer to Edit Courses. | |
Topic Area | Use this item to add, delete, or edit topic areas for a course. For details, refer to the Topic Area Page section in Edit Courses. | |
For details on these options, refer to Administrator Options.
Professional Development Report Options
Menu Path
From the Human Resources menu, select Reports. From the Professional Development menu, select an option.
Following are descriptions of Professional Development's report options:
Attendance Roster | Generates a roster list of registered participants for a course or multiple courses. For details, refer to Attendance Roster. |
Continuing Education | Generates a detail list of Continuing Education courses for employees. For details, refer to Continuing Education. |
Course Detail | Generates detail information for courses. For details, refer to Course Detail. |
Course Evaluation | Generates detail information for evaluation questions and the responses from participants. For details, refer to Course Evaluation. |
Course Summary | Generates a summary list of courses. For details, refer to Course Summary. |
Miscellaneous Course Assignments | Generates a list of miscellaneous course assignments. For details, refer to Miscellaneous Course Assignments. |
Participant Transcript | Generates a transcript of courses taken by a participant over a given date period. For details, refer to Participant Transcript. |
Registration | Generates a list of registered participants for a course. For details, refer to Registration. |
Wait List | Generates a list of courses that have a wait list and the participants registered on the wait list. For details, refer to Wait List. |
Additional reports can be generated in Professional Development pages that have list sections. You can run these reports using Print on a page's toolbar.
Continuing Education Option
Menu Path
From the Human Resources menu, select Entry & Processing. From the Employee menu, select Continuing Education.
You can also access this option from an employee record by selecting Personnel Information, then Continuing Education.
Following are descriptions of the items on the Continuing Education Action Bar:
Import | Use this item to display the File Import and Date Selection page which enables you to import records from external files. This option is only available when accessing Continuing Education through the first menu path listed above. |
Export | Use this item to export Continuing Education files to an Excel document that can be saved on your computer. This option displays after you generate a list of courses for a selected employee. |
For details on the Continuing Education option, refer to Continuing Education Page.
In addition, the following item is available on the Continuing Education toolbar:
Attachments | Use this item to view and update attachments associated with the record. |
For details, refer to Attachments Item.