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FACILITIES - QUICK START GUIDE

Facilities - Quick Start Guide

This feature is used to create facilities or company locations in the LMS system. It also allows for the creation of classroom or training room facilities within each location. These classrooms are associated with classroom-based course instances and used as part of course planning and scheduling process.

Access the Facilities Feature

  • 1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Facilities.
  • 2 - This will bring up the Facility List which provides a listing of all Facilities in the LMS system.

Add a Facility

To Add a Facility to the LMS system, follow these steps:

  • 1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Facilities to bring up the Facilities List.
  • 2 - Click the New Facilities button in the upper right hand corner of the Facilities List.
  • 3 - This will bring up the Add Facilities / Facilities Details Screen.
  • 4 - Enter a Name and Address of the facility and select a Training Vendor type from the dropdown box.
  • 5 - Enter any additional information as desired.
  • 6 - Click the Save button.
  • 7 - The new Facilities will be saved and the Facilities Details Screen will reload with the updated information.
  •     - Note: There is now a new section: Available Rooms, just below the facilities details.
  • 8 - If wishing to make changes, click the Edit button.
  • 9 - To return to the Facilities List where the new Facilities will now have been added, click Exit.

Add Rooms to a Facility

To add a new room...

  • 1 - Click the New Rooms button located on the right side of the Available Rooms section of the Facilities Details page.
  •       A) If you have just created and saved a facility, as detailed in section 2.2, then you will already be on the Facilities Details page for the newly saved facility.
  •       B) If you are adding a room to an existing facility, navigate Advanced View > User Management > Facilities to access the Facility List. Use the navigation, sort and search features to find the facility to which you wish to add a room and click within the row of that facility (anywhere between the ID and State columns) to launch the Facilities Details page for the selected facility.
  • 2 - This will launch the Add Room / Room Details page in a separate popup window.
  • 3 - Enter the required Room Name.
  • 4 - Enter any optional information you deem necessary.
  • 5a) If satisfied and there are additional rooms to enter for this facility, click Save And New. This will save the room and launch a new, blank Add Room / Room Details page in the popup window
  • 5b) If satisfied and there are no more rooms to enter for this facility, click Save. This will return you to Facility Details page, where details from the newly added room can be seen in the Available Rooms section.

Associate a Facility to a Course Instance

  • 1 - Create or edit a specific classroom-based course instance to which you wish to associate a specific Room (Navigate to the Learning Object Instance Details page).
  • 2 - Use the dropdown box next to the Room:* field to display a listing of available Rooms.
  • 3 - Select the desired room.
  • 4 - When complete with all entries or edits, make sure to save the instance entries / updates by clicking the Save (or Save and Exit) button.

Edit an Existing Facility or Room

To edit a Facility and / or Available Rooms,

  • 1 - Navigate to the Advanced View, hover over the User Management dropdown menu and select Facilities to bring up the Facilities List.
  • 2 - Use the navigation, sort and search features to find the specific Facility you wish to edit.
  • 3 - Click anywhere in the row (between the ID and state columns) of the Facilities you wish to edit to bring up the Facility Details page of the selected facility.
  • 4 - If wishing to edit or update facility-specific information, click the Edit button to enter Edit mode (Note: In edit mode, the room information is not accessible).
  •       - Edit as needed.
  •       - Click the Save button to save the edits.
  • 5 - If wishing to edit room-specific information, click on the pencil icon to the right of the row of the specific room you wish to edit to enter edit mode for the Room Details in a popup window. (As noted above, rooms cannot be edited if the facility is in edit mode).
  •       - Edit as needed.
  •       - Click the Save button to save the edits.
  • 6 - The updated information will be saved and the Facilities Details Screen will reload with the updated information.
  • 7 - Click Exit to return to the Facilities List.

Delete an Existing Facility or Room

Note: Depending on system set-up, not all facilities may be deleted. It is also not recommended to delete facilities unless you are sure this will have no impact to users and reporting.

  1. Navigate to the Advanced View, hover over the User Management dropdown menu and select Facilities to bring up the Facilities List.
  2. Use the navigation and search features to find the specific Facilities you wish to edit.

To delete a facility...

  • 1 - Click on the red (X) in the Delete Column on the far right of the row of the facility you wish to delete.
  • 2 - A message will popup asking for confirmation of the deletion.
  • 3 - Click OK to confirm the deletion

To delete a room...

  • 1 - Click anywhere in the row (between the ID and state columns) of the Facilities you wish to edit to bring up the Facility Details page of the selected facility.
  • 2 - Click on the red (X) in the Delete Column on the far left of the row of the Facilities you wish to delete.
  • 3 - A message will popup asking for confirmation of the deletion.
  • 4 - Click OK to confirm the deletion