Key Information Section

Name

The name of the course. This field is case sensitive, make sure you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on, to avoid duplicate courses. This field is required.

Type

The course type that you want to use for this course.

Status

The status of the course, such as Planned or Available. Your administrator can modify the possible values for status, you may see a set of values different from those mentioned here. This field is required.

Available From

The date on which the course is introduced. This field is useful if you plan to introduce a course over the next few months but want to spread awareness about it to your partner community before the introduction. This field, if specified, decides whether or not this course will be displayed on the Recently Introduced Courses list on the course home page.

Course ID

Internal identifier for the course. Within a company, this identifier is typically unique; however, Oracle CRM On Demand does not enforce uniqueness.

Primary Product Product Category

The name of the primary product category on which this course focuses. Use this field only if the course is focused on a single product category. If the course is equally appropriate for several product categories, leave this field blank and use the Course Product Product Categories related item section instead.

If your administrator enforces the relationship between products and their product category, then the primary product and the primary product category on the record must be associated with each other, and the behavior is as follows:

• If a product is already selected in the Primary Product field, and if you select a product category that is not associated with the selected product, then you cannot save your changes.
• If you select a product category before you select a product in the Primary Product field, then when you click the Lookup icon in the Primary Product field, a list of the products that are associated with the selected product category is displayed.

Your administrator can enforce the relationship between products and their product category by selecting the Enforce Product Category-Product Relationship check box on the company profile.

Primary Product

The main product on which the course focuses. If the course is for more than one product, use the Course Products related-item to capture the list of products. Use this field only if the course is focused on a single product. If the course is equally appropriate for several products, leave this field blank and use the Course Products related item section instead.

Available Till

The date after which the course will no longer be offered. Use this field to spread awareness among the partner community that the course is set to be de-commissioned soon. This field, if specified, decides whether or not this course will be displayed on the Retiring Courses list on the course home page.

Course Details Section

Duration (Hours)

The duration of the course.

Course Length (Days)

The calendar length of the course. Courses of longer duration (typically more than 8 hours) are usually offered over several days.

Format

Indicates the delivery format for the course.

Medium

Indicates the delivery medium for the course.

External Unique ID

The unique identifier of the course in an external system. This ID is required when you import data from an external system and must know whether an incoming course has been previously imported.

Website

The URL of a page that contains additional information about the course. The Website field is useful if the course information is stored and maintained in some application other than Oracle CRM On Demand.

Currency

The currency used for the fee.

Course Fee

The fee charged for taking the course.

Payment Options

The method by which you will pay for the course, such as credit card or check. This is a single-value field. Therefore, if multiple payment options are allowed, define them as a value in the drop-down list. For example, “Check or Credit”, “Cash or Credit”, and so on.

Contact Information Section

Contact

The main point of contact for the course. Use this field only if the point of contact already exists as a contact in Oracle CRM On Demand.

Contact: First Name

The first name of the contact selected in the Contact field. This field is automatically populated. The populated value is based on what you select in the Contact field.

Contact: Last Name

The last name of the contact selected in the Contact field. This field is automatically populated. The populated value is based on what you select in the Contact field.

Contact: Company

The company of the contact selected in the Contact field. This field is automatically populated. The populated value is based on what you select in the Contact field.

Contact: Email

The email address of the contact selected in the Contact field. This field is automatically populated. The populated value is based on what you select in the Contact field.

First Name

The first name of the point of contact for the course. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Last Name

The last name of the point of contact for the course. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Company

The company of the point of contact for the course. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Email

The email address of the point of contact for the course. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Phone

The phone number of the point of contact for the course. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Additional Information

Owner

The owner of the course record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Description

Additional information about the course. This field has a limit of 2,000 characters.