Configuring Courses

The Manage Courses console contains the list of Courses and provides functionality to add, remove or modify the Courses. This console is accessible by the users with the resource manager role. 

To create a Course

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Competencies > Course.

3. Click New to add a new Course and fill in the below details.

   Field	Description
   Course	Add the name of the Course.  Click Localize and fill in the name in the Default locale field.
   Managing Resource Group	Select the Resource Group under which you want to manage the Course.
   Course Type	Select one of the Course Types from the dropdown. The dropdown shows all the active Course Types. For more information on Course Type, see Configuring Course Type.
   Status	The status field has three options namely, Draft, Active and Obsolete. By default, during the creation of a Course, the status stays Draft.  To use this Course, you need to Edit the saved Course and change the status to Active.  To obsolete or restrict the use of the created Course, you need to Edit the saved Course and change the status to Obsolete.
   Course Number	This is similar to the serial number we provide to a list of objects. You may provide a number to the Course.
   Duration in days	Provide the time duration of the Course in days.
   Vendor	Select one of the Vendors from the dropdown. The dropdown shows all the companies configured in the system. For more information, see Configuring companies.
   Cost Per Trainee	Specify the cost associated with the Course for one Trainee.

   4. Click Save.

To modify or edit a Course

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Competencies > Course.
3. Click on the name of the Course or select the row and click on the Edit () button. This will show you the details that you provided while creating the Course and an additional tab to configure relevant resource groups.

4. Follow the instructions in the below table to modify the Course. 

   To do this	Do
   Edit the details provided while creating the Course	In the Edit Course blade, go to the General tab. Change the details and status as per the requirement and click Save.
   Add Resource Groups Relevant to the Course	In the Edit Course blade, go to the Relevance to Resource Groups tab.  Click +Add Resource Group. This will open the list of Active Resource Groups in the application. Select one or more Resource Groups from the checkbox and click Select. Important:  This functionality is added to effectively filter and present the details. For example, here, say a resource group RG1 is added relevant for the course Cou1. Now on the Foundation Data console and My Competencies console, upon selecting the resource group RG1, the Advance Search button will show this course Cou1 as a relevant course.  The Resource Groups added to the Relevance to Resource Groups tab of the Course will automatically reflect the Course in the Relevant Courses tab of all those Resource Groups.   Here you can only relate or remove the relevant Resource Groups with the Course but can not create or delete the Resource Groups. The creation and deletion of Resource Groups can only be done in the Resource Group section.

5. Click Save. 

To delete a Course

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Competencies > Course.
3. Select the Course to delete and click on the Delete () button.