v7 FreeBalance Help

Overview

Training course providers administer the training course.

To CREATE training course providers follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the new Training Course Provider information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, click on the Active, Vendor, Employee and Organization checkmarks, as required.

• Code: Unique identification code of the Training Course Provider.
• Active:  Active Status - if checked, Training Course Provider is available.  
• Vendor: If checked, Indicates that the provider is an existing vendor from the system.
• Employee: If checked, indicates that an Employee will provide the training.
• Organization: If checked, indicates that an Organization will provide the course.

4.   To enter the Vendor, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the Vendor.

• Vendor: vendor that provides the training

5.   To enter the Organization, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Institute list, then select the Institute.

• Organization: organization that provides the training

6.   To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.

• Employee: the employee who provides the training

7.   Select the Language as required.

• Language: Language used

8.   Enter the Name, and Notes.

• Name:  Name of the Training Course Provider
• Notes: Additional notes on the Training Course Provider

To ADD Training Course Type to Training Course Provider, if required

1.   Click  on the Lookup icon , under and enter the Training Course Type information, or leave the Training Course Type information blank to retrieve all Training Course Types.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Training Course Types.

5.   Click the Return icon  to return to the Training Course Provider screen, or click the  Discard button  to discard the selection entry and return to Training Course Provider.

6.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type, as required, or click the Select All icon  or Un-select All  icon, to select all Training Course Types or de-select all Training Course Types, if required.

7.   Click the Remove icon to remove the selected Training Course Type information, if required.

ADD new Training Course Type, refer to Training Course Type.

Click on the Save icon  at the bottom of the Training Course Provider page to save your new Training Course Provider  information.  A window will appear to confirm.