This article explains how to manage and assign Credit Types to course sections in XenDirect. Users can link Credit Types to course sections to assist with populating the Earned Credits and Credit Type fields in Client Assignment records. This functionality is recommended but not required for accurate credit tracking. See Selects Credit Types for complete details.
Navigation
Main Menu → Courses → Sections (view + Credit Types)
Applies To: Enterprise, Plus, Basic, Conference
Overview of Credit Types
Credit Types in XenDirect are used to track the types of credits associated with a course section. Although linking Credit Types to course sections is not mandatory, it is highly recommended because it helps in assigning credits to Client Assignments. Keep in mind:
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Linking Credit Types to Course Sections:
- Purpose: To assist in populating the Earned Credits and Credit Type fields in Client Assignment records.
- Note: Recording Credit Types with Course Sections does not automatically display credits on Client Transcripts or Certificate reports. These reports use the values recorded in the Client Assignment records.
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Limitations:
- There is no limit to the number of Credit Types that can be linked to a Course Section.
- However, a Credit Type cannot be duplicated within the same Course Section.
- Only one Credit Type can be recorded with a Client Assignment, regardless of how many Credit Types are linked to the Course Section.
How to Add Credit Types to a Course Section
Follow these steps to add or edit Credit Types in a Course Section:
- Go to the view mode of the desired Course Section.
- Select the Credit Types option.
- Click the [Add Credit] button.
Credit Type Configuration Options
While adding or editing Credit Types, you will encounter the following options:
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Restrict to List:
- Check this option if you want to limit the Credit Types that can be recorded with Client Assignments for this Course Section.
- If not checked, any Credit Type (including those not recorded with the Course Section) can be linked to a Client Assignment.
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Credit Amount:
- Enter the Credit Amount for each Credit Type added to the list.
- If there is an existing value, edit the Credit Amount as needed.
- Note: To remove a Credit Type, simply delete the Credit Amount value.
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Billable Value:
- This field is used by organizations that bill based on credit amounts but may bill a different amount of credits than the course section allows.
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Default Credit Type:
- Once recorded, set one of the Credit Type values as the default by clicking the [Set Default] button in the same row.
- To remove the default value, click the [Add/Edit] button again and then the [Submit] button without making any changes.
Copying Credit Types to All Sections of a Course
The Copy function allows you to copy the same list of Credit Types to all sections of a course.
- Click the [Copy] button.
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Select whether to Overwrite or Not Overwrite existing values:
- Overwrite: Replaces any existing Credit Types linked to other sections of the same course with the current list.
- Not Overwrite: Only sections that do not have any Credit Types will receive the list from the current section.
Conclusion
By following these steps, you can effectively manage Credit Types within your course sections, ensuring accurate credit tracking for each student. For further assistance, refer to related articles or contact support.
See Selects Credit Types for complete details.