Under Competence and Courses, you will find Course Types.

To create a course type, click on Add Course Type.

Next, you name the course, and you have the option to assign a color to each course type for better overview. You can then choose who should approve the course participation.

Under file location, you select which folder the course should be placed in, and you also choose the document type for the course. You choose based on your folder structure and document types. If you then upload a document (such as a course certificate), when you subsequently assign courses to an employee, the document will be placed in the folder you select and will receive the document type you have specified.

Finally, you select a standard expiration. You can choose between days, years, and months.

When you access the employee's profile, you can see "courses" on the left side. Here, you can both assign courses and get an overview of which courses the employee has.

Courses are permission-controlled in the same way as the other functions in the system.

Once you have clicked on "Add course participation" in the top right corner, you need to fill in the remaining information. First, name the course, and under "course type," select the course type that applies to this specific course. The course types were those you created under Competence and Courses.

Next, insert the participation date and expiration date. Finally, insert how many points the course awards, and then you also have the option to upload a document.

The course approver will now have the opportunity to approve the course. The request can be found under approvals and courses.

Under courses on the employee's profile, you can get an overview of the employee's courses. Under status, you can see if the course is approved, as well as who approved the course.

At the top of the overview, you can see a summary of the total number of points and lessons.

It is possible to filter by the course period and export data to Excel. This can be done at the top of the course overview.