Planning to Take Course

The Planning to Take Course tab for Student Selections displays the students (within the organizations that you have defined in the filter) who currently have the training planned regardless of the date or location.  You can select candidates from this list and add them to the Roster.

 

Steps

  1. In the Planning to Take Course grid, select or de-select individuals for the course by clicking in the checkbox  Checkbox under the column heading "Select".  

  2. Click the Add Selections to Roster button Add Selections to Roster buttonto make the changes final.  The students you have selected will be displayed on the Roster tab.  

  3. If you would like to edit an individual's information such as the planned date or location, click on the Edit button  Edit.  After making the appropriate changes click on the Insert Insert or Cancel button Cancel  to complete the process.

  4. Click the Email Selected Students button to create an email to yourself which blind courtesy copies (bcc) a list of all selected students on the Planning to Take Course tab. Email addresses can be added for individuals via the Person/Org screen.  An email subject line, message and attachments can be added prior to sending the email.  Attachments are added by opening the File Explorer used by your operating system and dragging the selected file to the attachment drop portion of the email.  Click send Email once you have added all the information you require for the email.