To access this window, click : Registry Management =>> Navigate =>> Operations =>> Membership Education =>> Register
The following window will open up:
Creating An Education Register.
To create a new employee education register, click on the add button to open the following window:
Name - Type name/purpose of the meeting/training.
Venue - Click on search icon to open the following Education Venue Look Up dialog box:
Select the appropriate venue from the above list. To capture a venue, refer to Venues
Posting Period - This field will be automatically populated with the current financial year.
Enter start date of education and end date.
Enters the remarks appropriately
Check this to send a notification to a member when the education register is being confirmed
Click create button to save the information into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Editing An Education Register.
To edit an education register, identify the register to be edited by right clicking on the selected entry
Then click on the edit icon against it to open the following window:
NOTE : The edit feature in this case case is used to capture the training attendees into the system, as far as modification is concerned.
On the above screen, carry out the following:
Name - Type in the appropriate / new name.
Venue - Modify the venue accordingly by clicking on the look up icon and selecting the new venue.
Posting Period - The data in this field cannot be modified.
Start Date & End Date - Modify the start and end dates by navigating through the calendar icons and selecting the new start and end dates.
Remarks - Type in the new/ modified remarks into this field.
On The Attendee Details Pane:
Customer - Click on the customer search dialog box to open the following dialog box:
From the above list select the customer/ employee who is to attend the training.
The rest of the details will be automatically populated once the attendee is selected from the customer lookup
Remarks - Type in the correct remarks regarding the operation being undertaken.
Click on the add button to append the customer to the Attendees Pane just below:
REMEMBER : The above step has to be carried out for each attendee who is be to added to the education register.
Along the same lines, erroneously captured attendees can be excluded from the register by checking the box against the entry then clicking on the remove button to effect the changes.
Click on the update button to save the entries into the system once done.
On successful completion you will get a pop up message confirming that the operation was successful.
