COURSE MANAGEMENT | categories

Adding Subcategories

Subcategories are the next organizational level of your courses. On the online course catalog, they are arranged vertically, beneath the category name. They should be used for a more detailed classification of the classes that you offer.

 

      1. Select COURSE MANAGEMENT/categories.

 

 

     2.  Click on any of the category name from the category list to bring up a list of associated subcategories.

 

 

     3.  Click the Add action link at the top of the screen.

 

 

Screen Steps

 

  • Enter a name in the Subcategory name field.  The subcategory appears under this name in your online course catalog.

  • Power Users have the ability to select a refund policy from the Refund Policy drop-down list.  This policy will be applied to all the courses and classes within a Subcategory. Once the selection is made, the affected courses and class are updated immediately.

  • Enter a description of the subcategory in the Subcategory description field. To view the subcategory description, click a subcategory name from your online catalog. The description appears beneath the subcategory heading. This description is limited to 150 characters.

  • Enter a two-digit number in the Base course number field.  This number defines the automatic numbering system used for each course.  For example, a subcategory with base number 36 will have 6 digit course codes that start with 36, starting with 360001. The course number is displayed on the online course catalog, and can be used when searching for courses, and is included in the catalog extract. You can turn off automatic course numbering if you wish.

  • Enter a number in the Sort order field.  This number determines where the subcategory appears in the web catalog. The subcategory with the lowest sort order number will appear at the left.  Categories will appear in alphabetical order if you set all sort order fields to the same value.

  • If you choose to accept accounting codes for the subcategory level in the Financial Policies screen, the system prompts you to supply an accounting code for Accounting Code for class fees, Accounting code for materials fee, Accounting Code for Lab fee, Accounting code for Insurance fee, Accounting code for Building fee, Accounting code for Book fee, which will be used to track fees separately in various reports.

  • Add values to the display. You must complete all the required fields, which have colored labels.

 

     4.  Click Submit.