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Entering an institution

 

The institution is one of the business entities in the PANTHEON program. PANTHEON distinguishes between an educational institution, a certified educational institution, a health and safety inspection institution and a trade union. The following example shows how to enter an ID for an educational institution in the Subjects register.

CASE SUMMARY

The Accounting Department needs an ID for an educational institution where its employees will acquire additional competences in computer skills. Head of Finance and Accounting Ashley as the person responsible enters the educational institution in the Subjects register. She does this by performing the following steps:

  1. Creating a new ID for educational institution
  2. Entering data on education

1. Creating a new ID for educational institution

The person responsible opens the Subjects register by opening the menu Settings | Subjects | Subjects to create a new ID for an institution. This is done as follows:

  • By clicking on the button Insert record in the toolbar, empty fields are created so that a new institution can be entered.
  • Then, data is entered as shown in the image below.

  • In the panel Institution, the person responsible checks the type of establishment in the field Certified educational, as shown in the image below.
HINT

For more information on the types of institutions, see the chapter Institution.

2. Entering data on education

The person responsible enters data in the subpanel Education of the panel Institution panel in the Subjects register. Detailed information on the training provided and the competences acquired will be entered. This is done as follows:

  • In the drop-down table, Type is selected, in this case: Courses.

  • In the field Name, the name of the course is entered, as shown in the image below.

  • From the drop-down list of the field Performed by, course provider is selected.

  • Then, information in the field Duration is completed.

  • Any text can be entered in the field Note.

  • Finally, the record is saved by clicking the button Post edit.

WARNING

Depending on the type of institution selected, the panel Institution opens different tabs for entering information. For more information on the types of institutions, see the chapter Institutions.

 

RELATED TOPICS:

Entering a supplier

Tecta business processes

Entering a bank

Importing registers

 

 

 

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