This screen allows the user to select the attendees for each training course that is scheduled. Selected students will have a planned training record, which can be viewed in Certifications/Training, with the same planned date and location as the scheduled course.
There are 6 tabs available for student selections.
Roster
- this tab displays all the students (within the orgs you have defined
in the filter) that have been selected for the course. A student
is considered selected for the course if they have the training planned
the same date and location as the scheduled course.
Planning to take
Course - this tab displays the students (within the orgs you have
defined in the filter) who currently have the training planned regardless
of the date or location.
Need Course - this tab lists individuals (within the orgs you have defined in the filter) whose target position requires the course and they haven't yet planned or completed the course.
Copy
Another Roster – this tab allows you to choose another course’s
roster to copy into the course you are making student selections for.
Everyone
- this tab lists all persons (within the orgs you have defined in
the filter). This list can be used to add persons to the roster
that are not on the other lists.
Outside Students - this tab allows you to add students to the roster who are NOT in the IQS database. These students will only be associated with this course. Their name or other information is not available for re-use in any other parts of IQS or on another course.
Reports are available to create a course roster (via Go to the Course Roster report link at the bottom of the page) or create a training nomination form along with many other training reports available via the Reports menu.
Click the Email Selected Students button at the bottom to createan email to yourself which blind courtesy copies (bcc) a list of all students selected on the current tab. Email addresses can be added for individuals via the Person/Org screen. An email subject line, message and attachments can be added prior to sending the email. Attachments are added by opening the File Explorer used by your operating system and dragging the selected file to the attachment drop portion of the email
Select Training/Course
Schedule from the IQS
menu.
Click the link next to the scheduled course for which you want to select students. It is located under the column heading "Select" to the far right of the screen.
From the Students Selections screen, you can choose
a different Scheduled Course to view candidates for by using the Drop-down
list button .
If your id has a default OLA specified, those values
will be displayed in the filter when you enter this screen. The
filter is automatically applied.
The total number of students selected for the course
is displayed in the upper right. This is the total for all organizations.
If a maximum number of students is entered for the course, that
number will be displayed also.
Inspect the Roster
grid. You can add students to this grid by selecting them from
the other tabs.
You can also de-select individuals for the course
from the Roster grid. When a person is de-selected, the location
for their training record is set to blank, but the course is still
planned and that person will be listed on the tab Planning to Take Course. If
you do not want the person to have this training planned, then you
must go to Certifications/Training
and delete the planned training from their record.
Use the Planning
to Take Course grid to select or de-select individuals for the
course who have the course planned for a date or location other than
the scheduled course.
Use the Need
Course grid to select or de-select individuals for the course
who have a target position that requires the course.
Use the Copy
Another Roster grid to add a new person to the roster from a roster
of a previously scheduled course.
Use the Everyone
tab to add a new person from the database that doesn't have the course
planned or need the course.
Use the Outside
Students tab to add a person to the roster that is NOT in your
IQS database, for
example someone from an outside agency.
Click the link at the bottom when you are finished selecting students.