This guide provides an overview of the Coursework feature, detailing its functionality and step-by-step instructions for managing coursework entries. By following this document, users will learn how to view, add, and manage coursework entries for clients and ensure grades are accurately recorded.
Overview
The Coursework feature enables users to:
- View all coursework entries for all clients.
- Add new coursework entries for individual clients.
Important: Before adding client-specific coursework, ensure that master coursework records are created in the Course Section view mode.
Navigation:
Main Menu ➔ Clients ➔ Coursework.
Applies To: Enterprise
Details of Coursework Fields
- Coursework ID: Identifies the name of the coursework.
- Date Completed: Specifies the completion date of the coursework.
- Grade: Reflects the coursework grade.
- Exclude from Calculations: A Yes/No checkbox to determine whether the grade should be used in grade calculations. Default: No (grade included).
- Notes: Optional field for additional information regarding the coursework.
- Print: Click the print icon in the search row to print details for either an entire course or a single client-course combination.
Step-by-Step Instructions
Using the Add All Function
The Add All function simplifies adding grades for an entire course and category in a grid format.
- Initiate Add All:
Click the Add All function. -
Set Parameters:
- Select the Course Section parameters.
- Click the Next button.
-
Choose Client or Coursework ID:
- If no coursework exists for the course, no options will be displayed.
-
System Check:
- The system verifies that all enrolled clients have coursework matching the course. If not, records are automatically added.
-
Edit Grades:
- The grid displays client names, subject, category, and a brief description of the coursework.
- Only clients with an enrollment status of Enrolled are displayed.
-
Enter grades and completion dates.
- Non-numeric grades: Can be entered but are not included in total calculations.
- Invalid dates: Ignored upon saving.
-
Save Changes:
- Click Save to save changes and close.
- Click Back to return to the original page without saving changes.
- Click Cancel to close the window without saving.
Note: If the Save option is disabled, the number of records exceeds the allowable save limit. Use alternate parameters to reduce the records and proceed.
Key Notes
- Master coursework records must be created before adding client-specific coursework.
- Only enrolled clients will appear in the grid.
- Ensure dates and grades are accurate before saving.
- Non-numeric grades will not calculate into totals.
Conclusion
The Coursework feature streamlines grade management for clients. By following the outlined steps, users can efficiently add and update coursework records. For more details, refer to related guides or contact support.