Creating Classes

When adding a new class, it is crucial to understand the structure and key fields required to ensure all relevant information is captured. To create a class, navigate to Learning Administration → Learning Activities → Class → Add New.

The Add New Class window includes four essential sections for entering class information: Summary Information, Class Information, Resources and Special Request Custom Fields. After the class is created, additional resources such as multiple instructors can be assigned for each time slot from the Agenda tab of the class entity.

Any conflicts with potential resources can be identified using the Preview button and refresh icon in Resource Usage View.

Typically, organizations have predefined options for fields with a dropdown, but some organizations may allow administrators to add class information and resources to those dropdown fields. For example, if the facility, location, or equipment you want to connect to the class is not already in the system, you can add it directly through the wizard interface by selecting the green plus icon next to the respective field. If a training session is held at a one-time facility that doesn't need to be added to your resource list, you can also enter an ad hoc facility instead.

In the Summary Information Section, you need to define the type of the new class. There are two options to choose from: Item or Resource Block.

The primary function of the Class Information area is to allow you to set options such as the Facility and Primary Location for the class

The primary function of the Resources area is to allow you to set options such as Primary Instructor and equipment for the class.

Resource Usage View

The Resource Usage View dropdown menu enables the administrator to detect potential conflicts associated with a specific resource. If you attempt to schedule a resource at the same time it is already booked, a warning message will appear, allowing you to decide whether to proceed with the scheduling or choose a different resource.

In the event of a resource conflict, you can easily view the conflict by navigating to the Agenda tab of a class and checking the Conflict Item column.

A global setting is available to prevent the system from creating a class entity if it detects a resource scheduling conflict. Navigate to System Administration→Configuration→Global Application Settings→Prevent Resource Conflicts. If this setting is not enabled, the administrator will be allowed to create the class entity but must manually resolve all resource conflicts.

If the setting is enabled, an error message will be shown. The administrator not be able to select the resource with the conflict and will need to either remove it from the time slot or choose a different resource. This applies to instructors, locations, and equipment when creating and adding classes and resource blocks.

After entering all information in the four sections: Summary Information, Class Information, Resources and Special Requests Custom Fields, select Save, and a new class entity is created.

• Use four sections—Summary Information, Class Information, Resources, and Special Request Custom Fields—to create a new class.
• Define details like class type, facility, location, dates, and instructor while considering time zones and scheduling rules.
• Identify and address potential resource conflicts using the Resource Usage View or global conflict prevention settings.
• Manage additional class resources, like instructors and equipment, by configuring time slots in the Agenda tab.
• Save the entered information to create the class entity and resolve any remaining conflicts as needed.