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How to Setup New Course Type?

You can configure a new course type by following the steps below.
1. Navigate to Learning > Setup > and click Course Type.
 
Note: Alternatively, you can create a Course Type by navigating to the Course form > Primary Information and clicking New from the COURSE TYPE dropdown list or the corresponding icon.
 
The M360 - Course Type page is displayed.
 
2. Enter/select the required values in the fields. 
Please refer to the table below for field names and descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Field
Description
CUSTOM FORM
Preferred options available to customize the Membership form
 
By default, the M360-Course Type Form is selected.
NAME
Name of the course type
INACTIVE
Whether or not to inactivate the course type
ITEM
NetSuite items associated with this course type
ITEM DEFAULT
Default accounting values that influence the calculation of the default item value
 
Note:  You can add a new item default if it is not listed in the available options.  
 
For more information, refer to How to Add a New Item Default/ Transaction Default Line.
TRANSACTION DEFAULT LINE
Default values set for transactions related to this course type
WEB PROCESS FLOW
Process flow for the web related to this course type
CANCELLATION POLICY
Default policy selected for canceling the course type
IMAGE SET
Set of images to be used for this course type by default
FIRST NOTIFICATION
First notification message linked to a class serves as a course reminder for the user
FIRST NOTIFICATION DAYS PRIOR TO START
Number of days from the actual start date of the class commencement when the notification or message is first sent to the user
SECOND NOTIFICATION
Second notification message linked to the class serves as a course reminder for the user
SECOND NOTIFICATION DAYS PRIOR TO START
Number of days from the actual start date of the class commencement when the second notification or message is sent to the user
THIRD NOTIFICATION
Third notification message linked to a class that serves as a course reminder for the user
THIRD NOTIFICATION DAYS PRIOR TO START
Number of days from the actual start date of the class commencement when the third notification or message is sent to the user
REGISTRATION NOTIFICATION
Notification displayed on registering for this course
CANCELLATION NOTIFICATION
Notification displayed on canceling this course
 
4. Click Save.
The course type is successfully saved.
 
 
 
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