Training Lines

Add, Copy, Edit, and Delete Training Lines

• You can Add, Copy, Edit, or Delete a training line by scrolling over to the far right and clicking on the respective icons.

Add a Training Line

• To add a training line click on the Add button above the training line grid to the right beside the Export button and the Edit Training Line pane will open.

• Complete, at mimimum, all of the required fields:
  • Status
  • Specialty
  • Starting Date
  • Ending Date
• Click on Save to add the new training line.
• When you enter an amount due and associated Fee line is created.

Copy a Training Line

• To copy a training line, scroll over to the far right of the line and click on the Copy icon.
• You will be prompted to confirm you want to copy the line.

• When you click Yes, the training line is copied and the Starting and Ending dates are updated with the next training dates.
• The amount due is left blank and the fee line is not copied.
• Editing the copied training line and adding an amount due will create the associated fee line.

Edit a Training Line

• To edit a training line, scroll over to the far right of the line and click on the Pencil icon and then click the Edit button in the button right corner of the Edit Training Line pane.
• The Edit pane will open, make your changes, and then click the Save button in the bottom right corner.
• If no changes are actually needed, click Cancel.

Delete a Training Line

• In order to delete a training line it must meet the criteria for deletion.

  • If the training line has an associated fee line that has been paid it can NOT be deleted.
  • If a training line has an associated fee line that has NOT been paid it can be deleted and the associated, unpaid, fee line will be deleted.

• To delete training line, scroll over to the far right of the line and click on the Delete icon.

• You will be prompted to confirm you want to delete the training line.

• Click yes and the Training line and any associated fee line will be deleted.