Close a course

To close a course:

Click the Edit icon to edit the course.
In the Pass all attendees field at the bottom of the form, you need to select whether you want to pass all of the attendees on the course.
When Pass all attendees = "Yes", the attendees with Status = "Confirmed" have their Status changed to "Passed". Attendees who have other statuses are not affected.
In the Status field, select Closed.

Outcome

When you submit an edited course with Status = "Closed" and Pass all attendees = "Yes", the following records are updated.

Attendee Status

Attendees with Status = "Confirmed" have their Status changed to "Passed".

Employee Competency

If an employee has a competency attached to their employee record, then the following field is updated:

Field	Data
Review date	Course - Review date

If an employee does not have a competency attached to their employee record, then a record is created (on the Competencies page in the Employee | Appointments section of PayGlobal) with the following settings:

Field	Data
Employee code	Course - Attendee employee code
Competency code	Course type - Competency code
Status	"Provisional"
Level	3
Responsibility	"Company"
Review date	Course - Review date
Date acquired	Course - End date

Employee Qualification

If an employee has a qualification attached to their employee record, then the following field is updated:

Field	Data
Review date	Course - Review date

If an employee does not have a competency attached to their employee record, then a record is created (on the Qualifications page in the Employee | Appointments section of PayGlobal) with the following settings:

Field	Data
Employee code	Course - Attendee employee code
Qualification code	Course type - Qualification code
Review date	Course - Review date
Date acquired	Course - End date

Employees can view the Qualification and Competency records:

On the Training tab in the employee's My Details section of ESS.
On the My Qualifications and My Competencies pages in the Learning & Development section.

Topic: 32772