Course Management Items In System Setup

Before using the Courses module, it is recommended that an organization first set up a few items in System Setup. The Performance Field #1 is a Company Preference that will affect Theatre Manager company or outlet-wide, so it should be discussed with other users/departments before changing or implementing. There are also Report Card Templates in System Tables that must be set before report cards can be created and assigned to a course. A few different items related to Courses appear in Code Tables. Instructions for setting up these features follow on the next few pages.
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Explanation

Performance Field #1

Performance Field #1 is a customizable drop-down field used to describe a performance.

For example, you could call it Performance Type and populate it with genre descriptions like Comedy, Drama, or Musical.

You can use the Performance Field #1 in the Course module, to classifying Course Types.

In the example images in this section, Performance Field #1 has been called Course Type, and has been populated with Acting, Movement, Musical Theatre and Voice as groupings for classes. To change the name Performance Field #1 to Course Types, you perform the following steps:

  1. Choose Setup >> Company (or Outlet) Preferences Appearance Tab and scroll down to Performance Field #1 in the list on the left.
  2. Select the name on the right from Performance Field #1.

    It may be the same, or it may have been previously changed for your organization.

  3. Change the name on the right to what is appropriate for your organization.

    The change you make is Company (or Outlet) wide. Ensure, if the field has been used in the past, it is not currently in use or can it be altered to be more inclusive.

    The Code Table name will also change from Perf Type to your entry.
  4. Click the Save button.

    To populate the options available in Performance Field #1, please follow the instructions under Course Settings in Code Tables found here.

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How To

Searching By Performance Field #1

One of the benefits of using Performance Field #1 in conjunction with Courses is that you can search by that field in the Performance Selection screen while purchasing a Course.

One of the benefits of using Performance Field #1 in conjunction with Courses is that you can search by that field in the Performance Selection screen while purchasing a Course.

Change the drop-down lookup menu at the top left to whatever you have named Performance Field #1 to search just for events or courses that fit one of its descriptors.

For example, in the above image, Course Type is the name for Performance Field #1
Acting is being selected as the descriptor as defined in the Code Tables for Course Type.
For more information about Performance Field #1 and Courses, click here.
To see instructions for adding values to the associated Code Table, click here.
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Explanation

Course Settings In Code Tables

There are five code tables found in Setup >> System Tables >> Code Tables that need to be addressed when using the Courses Module. For more information, see:

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Explanation

Report Card Templates

Before Report Cards can be assigned or used in the Courses module, you need to set up the Report Card Templates in Setup >> System Tables >> Report Card Templates. Please click here for instructions on setting up a template to use with Report Cards.

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Reference