Defining Group Education Classes

In this section of the Building a Business Calendar for a Clinic scenario, you will use the Define Group Education Classes screen to define group education classes for the selected clinic.

Note

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

To begin this scenario: The Build Clinic Calendar screen should be displayed and resource schedules should be defined for the clinic for which you will be defining group education classes. For more information see the Display the Build Clinic Calendar Screen and Defining Resource Schedules scenarios.

1.        Select a Clinic for which to define group education classes.

2.        Click the Define Group Education Classes toolbar button. The Define Group Education Classes screen displays.

Begin completing the screen under Class Information.

3.        Select the Resource to teach the class.

4.        Enter a start time for the class in Time.

Note

NOTE: When entering a Time, press the A key to specify AM or the P key to specify PM.

5.        Enter or select the Duration of the class.

6.        Enter the number of Seats available in the class.

7.        Select the Topic to be covered during the class.

8.        Select the Language in which the class will be taught.

9.        Under Clinic is Open, check the check boxes, as necessary, to specify the weeks of the month the class will be available.

Note

NOTE: Click the Mark All button to check all the check boxes in the Clinic is Open group box. Or, click the Clear All button to uncheck all the check boxes in the Clinic is Open group box.

10.    Under On Days, check the check boxes, as necessary, to specify the days of the week the class will be available.

11.    Enter or select both the Apply from and To dates to specify the date range for which to schedule class.

Note

NOTE: The To date defaults to the date entered in Apply From.

12.    Click Apply. The Event Log screen displays.

13.    Click Close. The Previously Scheduled Classes for Selected Resource data grid on the Define Group Education Classes screen refreshes and displays the scheduled class.

Repeat the process, as necessary, until all resources for the selected clinic have been scheduled. When defining the last resource, click OK instead of Apply to process the screen.

Note

NOTE: Each group education class you define commits the selected clinic resource for the specified period of time. This uses up a portion of the resource's scheduled work period equal to the specified class duration. During the duration of the class, the clinic resource will not be available for any other clinic activities.

Congratulations! You've defined a group education class for a clinic.

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