Export THEC

Navigation:    Admin Menu »» Export Functions »» Export THEC

This custom export function is only visible and available for approved customers.

Setup Details

1. Courses must have a Career Cluster set.  Go to the Course record and set the related Career Cluster number in the O*Net Field.  This only needs to be added once per Course.
   Course Sections must be linked to a specific Program Group.  Go to Main »» Selects »» Programs Groups, add a Program Group called “TN-Contract”.  Make sure it is set to Display Online = No.  This only needs to be added once. 
   • 1 - Agricultural & Natural Resources
   • 2- Architecture & Construction
   • 3 - Arts, A/V Technology & Communications
   • 4 - Business & Administration
   • 5 - Education & Training
   • 6 - Finance
   • 7 - Government & Public Administration
   • 8 - Health Science
   • 9 - Hospitality & Tourism
   • 10 - Human Services
   • 11- Information Technology
   • 12 - Law & Public Safety
   • 13 - Manufacturing
   • 14 - Marketing, Sales & Service
   • 15 - Scientific Research/Engineering
   • 16 - Transportation, Distribution & Logistics
2. Every Course Section that is for Contract Training should be tagged to Program Group = TN-Contract.  Go to view mode of Main »» Course »» Sections »» Program Group tab and add the TN-Contract program group.  This only needs to be added once per Course Section. 
3. When Registrations are added to a Course Section that is in the TN-Contract Program Group, make sure to use the Company Name in the Company field of the Assignment. Use the same company for all Assignments of one Course Section.  The export only uses one Company per Course Section for this report.
4. In order to correctly track WIA funds in payments, go to Main Menu »» Companies »» Company Info and add a Company that starts with “WIA-”.  The Company Name can be anything as long as it starts with “WIA-“.  This record only needs to be added once.
5. When a Client is being funded by WIA, the Payment should be added and on the Payer/Billing tab of the Payment, this “WIA-“ Company should be selected.

To Export

• Select and search and report options as desired.
• Click Preview Report to process the export.
• When prompted to Open or Save As the file, select to Save As the file.
• Depending on how your browser it set, select a location and file name.  If not prompted, the file and name are defaulted based on your browser settings.
• If popup report window remains open after saving the file, use the window Close button to close.