Previous  Next          Contents  Index  Navigation  Glossary  Library

Implementation Steps: Activities

You define activity types and versions to represent the training courses and other developmental opportunities you make available to students. You can use versions to maintain a history of changes to an activity type over time, or to maintain multiple concurrent versions that differ, for example, in mode of delivery or language.

You can group activities into categories. You can record the resources required to run an activity and the skills it is expected to provide students.

See: What is a Training Activity?

Step 28 Define Activity Categories

You can use activity categories to group activities into programs (for scheduling), packages (for discounts), and classifications (for reporting purposes).

First you must define the categories as values for the QuickCode Type ACTIVITY_CATEGORY.

Then select these categories in the Category Usages window and define how you will use each by selecting one or more usages (Classification, Program, Package).

Step 29 Define Activities

Define an activity for each training course or other development activity that you (or other suppliers) make available to students.

Step 30 Categorize Activities

You can select multiple activity categories for each activity version, to group it into programs, packages, and classifications. Enter or query the activity in the Activities window and choose the Categories button.

Step 31 Enter Resource Requirements

You can create a resource checklist for each activity. This lists the resources that are required or useful to run the activity and the quantity that should be booked. Enter or query the activity in the Activities window and choose the Resources button.

Note: You can copy the categories and resource requirements from one activity version to another.

See Also

Next Implementation Step: Finance


         Previous  Next          Contents  Index  Navigation  Glossary  Library