Add course related documents
The Documents tab is used to add links to any documents relating to the course such as maps, training notes, handouts, etc. If your organisation uses the Workflow module, documents can be attached to emails as part of workflow processes.
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Go to Training, then select Courses from the Maintenance section. A list of existing training courses is shown.
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Select the required course then select the Documents tab.
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Select the Documents tab then select Update at the bottom of the screen. Additional fields are made available.
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Complete the fields using this table as a guide.
Field
How to complete
File
Select Browse, navigate to and select the document that you want to upload. Bear in mind that the document will be sent by email, so should not be too large.
Document Type
From the drop-down menu, select the appropriate document type (for example, Handout). The options available for selection are configured in Admin > System Lists > Training Course Document Type.
Document Title
Type a title for the document, which delegates will see when Workflow sends the document to them by email.
Description
Type a brief description of the document.
Provider & Location
From the drop-down menu, select the appropriate provider or location to associate with the document. For example, you can use this option to make sure that delegates receive the correct location map and joining instructions.
- Select Upload.