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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