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Electives: Elective Categories

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Article Links Introduction | Create Elective Categories | Edit Elective Categories | Deactivate/Activate Elective Categories |  Delete Elective Categories | Add or Remove Elective Categories to an Elective |

The Express LMS is a basic feature LMS and does not include all the features of a full service LMS. The Express LMS does not include the ability to offer electives.

 

INTRODUCTION

Elective categories allow an LMS Administrator to organize elective activities and qualifications so that the learner can easily find the elective by subject. It allows the LMS Administrator to present their optional training as a curriculum or a reference library.

Examples of elective categories are:

  • Accounting
  • Communications.
  • Electronics
  • Human Resources
  • Industry
  • Maintenance
  • Operations
  • Safety
  • Systems
  • Standard Operating Procedures (SOPs)
  • Warehouse

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CREATE ELECTIVE CATEGORIES 

Follow these steps to create Elective Categories:

  1. Click the Administration tab at the top of the screen
  2. Click the Electives link, then Elective Categories on the left menu bar
  3. Click the New button located on the button bar
  4. Click the Select button to the right of the Location field
    1. Select the desired organization unit from the Look For drop down list
    2. Check the checkbox to the left of the desired organization name
    3. Click the Select button to complete your organization selection and return to the Create Elective Category screen
  5. Type the  name of the category in the Category field
  6. Click the Save button
  7. Click the Close button after the Changes Saved confirmation appears
  8. You will be returned to the Manage Elective Category screen
  9. Refer to the Electives: Create, Edit and Unenroll article to add or remove elective categories to a new or existing elective offering

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EDIT ELECTIVE CATEGORIES

Follow these steps to edit Elective Categories:

  1. Click the Administration tab at the top of the screen
  2. Click the Electives link, then Elective Categories on the left menu bar
  3. Search and locate the desired category to be edited by referring to the Using Search article
  4. Click the Edit button located to the left of the category to be edited
  5. Make the desired change to the Category field
  6. Click the Save button
  7. Click the Close button after the Changes Saved confirmation appears
  8. You will be returned to the Manage Elective Category screen
  9. Refer to the Electives: Create, Edit and Unenroll article to add or remove elective categories to a new or existing elective offering

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DEACTIVATE/ACTIVATE ELECTIVE CATEGORIES

When a category is deactivated, the LMS stores the records of activities and qualifications associated with this category.  An elective category can be activated at any time therefore, any activities and qualifications that were associated with this category will be restored.  Deleting a category will permanently delete all those associations.

Follow these steps to deactivate  and activate previously deactivated Elective Categories:

  1. Click the Administration tab at the top of the screen
  2. Click the Electives link, then Elective Categories on the left menu bar
  3. Search and locate the desired category to be edited by referring to the Using Search article
  4. Click the Edit button located to the left of the category to be edited
  5. Deactivate the category
    1. Click the Deactivate button
    2. Click the Yes button on the Confirmation screen
    3. The button will change from Deactivate to Activate
    4. Click the Close button
    5. You will be returned to the Manage Elective Category screen
    6. The Status column will reflect Inactive
  6. Activate the category
    1. Click the Activate button
    2. Click the Yes button on the Confirmation screen
    3. The button will change from Activate to Deactivate
    4. Click the Close button
    5. You will be returned to the Manage Elective Category screen
    6. The Status column will reflect active

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DELETE ELECTIVE CATEGORIES

When a category is deleted, the LMS permanently deletes the records of activities and qualifications associated with this category.  The only time you may consider deleting an elective category is when you have set up a category in error and have not associated any activities and qualifications to the category.
Best Practice: Always deactivate elective categories rather than delete them. Refer to the Deactivate/Activate Assignment Category section of this article to learn how to deactivate and activate a category.

Follow these steps to delete Assignment Categories:

  1. Click the Administration tab at the top of the screen
  2. Click the Electives link, then Elective Categories on the left menu bar
  3. Search and locate the desired category to be edited by referring to the Using Search article
  4. Select the desired category to be deleted
  5. Click the Delete button
  6. Click the Yes button on the Confirmation screen
  7. The category will be removed form the list of elective categories

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ADD OR REMOVE ELECTIVE CATEGORIES TO AN ELECTIVE

Refer to the Electives: Create, Edit and Unenroll article to add or remove elective categories to a new existing elective.

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