Object Maintenance in the Dynamic Menus

Use

The dynamic menus offer you the same functions as are available in the Training Management main menu for creating and maintaining objects but in a more structured environment. Object maintenance in the dynamic menus is faster and more efficient in that you do not have to call the individual transactions. The hierarchical structure of the dynamic menus provides you with better overview of existing data.

Prerequisites

There must be a structure containing course groups and types that was created in Customizing or in the Current Settings of Training Management .

You can create and maintain all other objects in the structure in the dynamic menus.

Features

  • All of the functions contained in the Training Management main menu are also available to you in the dynamic menus.

  • The advantage of the dynamic menus is that the data you create is presented in a clearly structured way in the form of the course hierarchy. The display of a course group includes, for example, all underlying groups, types, courses, and participants.

  • Traffic light icons at the level of courses provide information on the availability of places on a course.

  • You can switch between the participation menu , the course menu , and the information menu by choosing the corresponding menu entry, always accessing the same level of the structure as the one you leave.

  • The dynamic menus are data-driven. This means that data you create in one menu is immediately available for further maintenance when you access another menu. The data does not have to be read again by the system.

Example Example

For example, if you create a course in the course menu, you can switch to the participation menu and immediately book participants for the course.

End of the example.

  • In the information menu, you can request the most up-to-date reports for participation, courses, or resources at any time.

  • You can search for objects in the structure of the dynamic menus using the Extended search help function.

  • You can sort the objects displayed according to a variety of criteria. To do so, you choose Start of the navigation path Edit Next navigation step Sort. End of the navigation path

  • You can access the most important reports for the objects displayed directly under Extras in the menu bar .

  • You have the option of setting your own individual initial access to the structure. Objects or substructures that do not interest you are not displayed for maintenance.

Note Note

Setting a point of access naturally improves runtimes, since the system only has to read a substructure.

End of the note.

  • You can control access to the structure with the authorization feature.

  • The user-specific settings let you specify exactly what information you want displayed (such as planned courses only).

See also: User-Specific Settings

Activities

To maintain objects in the dynamic menus, you simply position the cursor on the object in question and choose the required function. The most important functions can also be accessed with a right mouse click on the object. All of the functions executable in the various dynamic menus are available in the menu.

In the dynamic menus, the various maintenance functions are only active for the object types for which they are allowed and possible. Functions that are not executable at a particular level are not active at that level.

Example Example

In the participation menu at the course type level with the cursor positioned on a course type, you can choose Prebook from the menu or with a right mouse click.

You can choose the Book function from the menu at this level. You can then select from all existing courses of the type in the period specified.

The Book function is also available at the course level , but here you can only select one specific course to edit. The system does not offer you all existing courses of a particular type for selection, only the one selected with the cursor. When you choose Book, you immediately access the data screen. All of the relevant data is transferred to the data screen.

At the participant level , the functions Book, Rebook, Cancel, and Replace are available. In Book mode, the system offers you all existing courses of a particular type for selection.

End of the example.

When you have selected a function, refer to the individual functions for more information about the procedure.

See also:

Dynamic Menus

User-Specific Settings