<< Click to Display Table of Contents >> Navigation: Compliance > Assigning Courses to a Compliance body |
Once the Compliance Bodies have been set to In Use, Courses and users can be assigned.
This method is recommended if you have more than one Course that needs to be assigned to a Compliance Body. 1.Navigate to the Compliance page. 2.Click the Name of the Compliance Body to which you want to assign Courses. Alternatively, click in the column to the right of the Compliance Body name, and then click Edit record 3.Click the Courses tab on the right side of the page. 4.Click Add a new record 5.Click
6.In the Search results list, select the check box next to each Course being added. 7.Click 8.Click the Accreditation Type arrow to select the type of accreditation the selected Course(s) fulfill(s).
9.Set the Start and End dates in the Dates Effective From fields. Click the Open the calendar popup
10.Click 11.Repeat Steps 3 through 10 for each Accreditation Type of Course(s) being added. |
This method is recommended if you have more than one Compliance Body that needs to be assigned to a Course, or if you are adding a new Course. 1.Navigate to the Library page. 2.Locate the Course to be added. 3.Hover over the Course card and click the Edit
4.Click the Compliance tab on the right side of the page. 5.Click Add a new record 6.Click the arrow in the Body field to select the appropriate Compliance Body.
7.Click the Accreditation Type arrow to select the appropriate option. 8.Set the Start and End dates in the Dates Effective From fields. Click the Open the calendar popup 9.OPTIONAL: Click the 10.Complete steps 6 through 8 for each Compliance Body to be associated with this Course. 11.Click |