About courses

Article
04/11/2023

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Courses list page to maintain information about the courses that you offer to your workers.

Setup prerequisites

The following information is required information for courses. Before you create courses, you must set up this information.

Course types

The following information is optional information that you can specify for courses. If you know that you will be entering this information for courses, you should set up this information before you create course records.

Classroom groups
Course groups
Course locations
Classrooms
Instructors

Course types

You can use course types to categorize courses according to the structure or content of the course. You can create course types in the Course types form. You must select a course type when you create a course record.

Course setup type

The following table lists the three setup types for courses. Setup types determine the structure of the course.

Setup type	Description
Standard	Select this type for courses that will not have a daily agenda. This is the default setup type when you create a new course.
Agenda	Select this type so that you can set up the individual items on the programs for each day for the course.
Agenda + session	Select this type for the more complex courses. For example, you can divide the agenda for the course into tracks and sessions. Track – Tracks are specific subject areas for a course. Sessions – Sessions divide up tracks and can cover specific processes or techniques that are relevant to each track.

Standard

Select this type for courses that will not have a daily agenda. This is the default setup type when you create a new course.

Agenda

Select this type so that you can set up the individual items on the programs for each day for the course.

Agenda + session

Select this type for the more complex courses. For example, you can divide the agenda for the course into tracks and sessions.

Track – Tracks are specific subject areas for a course.
Sessions – Sessions divide up tracks and can cover specific processes or techniques that are relevant to each track.

Course tasks

For each course, you can complete the following tasks.

Register participants.
Specify a registration deadline.
Define the minimum and maximum number of participants.
Assign a course location and classroom.
Recommend hotels to course participants.
Create a course description, which you can then advertise on Enterprise Portal.

Note

You can delete only courses that no participants have registered for.

For more information, see Key tasks: Courses.

Course statuses

The following table lists the possible course statuses and the actions that you can complete when the course has a specific status.

Status	Actions
Created	Enter and modify course information. Change the course status to Open so that workers can register for the course.
Open	Register participants for the course. Remove participants from the course. Confirm participants for the course. Change the course status to Closed or Canceled. Plan questionnaires for participants whose status is Confirmed.
Closed	You can reopen the course.
Canceled	You can reopen the course.

Course participants

Course participants are employees, applicants, or contact persons who participate in a training course or event. You can only register participants for open courses.

The minimum and maximum number of participants that you can register for a course is defined on the General FastTab in the Courses form.

Integration with absence reporting

You can generate absence transactions when a course participant is confirmed in a course if you select the Integration to absence? check box in the Human resources parameters form. For more information, see Set up human resources parameters.

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