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To add a new course type, click on the  button on the main toolbar. To edit the data of a type, select it in the list of records and click on the  button.
On the screen that the system will open, enter an ID # and a name for the course type. The following tabs are available:
Note: To successfully add a course type, it is necessary to fill out the desired fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.
Upper level type
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Fill out this field for the type to be hierarchically added below another type. In that case, select the desired course type. If a type is selected in the main screen hierarchy, this field will be filled out by the system, but it will be possible to edit it.
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Identification mask
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Checked
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Unchecked
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Use mask for identification
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When adding courses and paths to this type, the automatic identification resource will be used. The following fields will be enabled:
▪Identification mask: Select the desired identification mask. Use the other buttons next to the field to add a new mask, use it to generate the ID # and clear the field. ▪Enable ID # change: Check this option to allow the generated ID # to be manually edited when adding courses and paths to this type. If it is not checked, the generated ID # may not be edited. |
The ID #s must be manually entered by the user who is adding the courses and paths to this type.
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Use this tab to define attributes to complement the information of the courses and paths of this type. On the side toolbar, the following buttons are available:
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Click on this button to associate an attribute that was previously created in the system with the type. Refer to the Adding attributes section for further details on how to perform this operation.
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Click on this button to save the association of attributes with the type.
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Click on this button to disassociate the attribute selected in the list of records from the type.
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After the attributes are associated, they will be displayed on a list. Use the list columns to set the order of presentation among the associated attributes and their default values. It will also be possible to define whether the attributes will be required or blocked when creating this course type.
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In this tab, it is possible to configure a security list for the course type. To do that, select one of the following options:
Security
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Public
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Select this option so that any user of SE Training has access to this type.
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Restricted
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Select this option for only specific users of SE Training to have access to the type. At this point, the sidebar buttons will be enabled. Use them to add, edit and delete accesses from the security list.
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To add a new access to the security of the type, click on the button and perform the following steps on the screen that will be opened:
1.
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Select one of the following options to set the access type that will make up the security list:
Access type
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Team
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It will be composed of the members of a team already registered in SE Training.
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Organizational unit
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It will consist of users of a particular business unit/department of the organization.
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Department/Position
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It will be composed of users from a specific department of the company, who have a specific position.
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Position
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It will be composed of users who hold a specific position in the company.
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User
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It will be composed of a specific user.
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All
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It will be composed of all users who have access to SE Training.
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2.
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According to the selected access type, Filters will be enabled to be filled in. Use them to make it easier to search for desired records.
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3.
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If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed.
Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the security list.
Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. Note that by using the "Check all sub-levels" button if new organizational sub-levels are subsequently added, they will not be included in the security list.
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4.
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Then, click on the  button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.
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5.
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In the Controls field, expand the list and check the desired actions. Then, define if they will be allowed or denied for the access type:
Control
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Allowed
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Denied
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Add
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The user will be able to add new types to the levels below the course type in question.
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The user will not be able to add subcategories to the course type in question.
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Edit
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The user will be able to edit the course type data.
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The user will not be able to edit the course type data.
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Delete
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The user will be able to delete the course type.
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The user will not be able to delete the course type.
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Security data
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The user will be able to edit the configurations performed in the "Type security" tab of the course type.
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The user may edit the other data in the course type, but the "Type security" tab will remain blocked.
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List
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The type will be displayed for the user in the system screens that have course type hierarchy.
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The type will not be displayed for the user in the system screens that have course type hierarchy.
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View
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The user will be able to view the course type data screen in "read-only" mode.
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The user will not be able to view the course type data.
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The controls that are not checked for a certain access type will be considered "denied".
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6.
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Once done, save your selection.
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After performing all desired configurations, save the record.
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