Agency Admin - Classes

This article focuses on how Agency Admins create and establish Classes and Periods. Please see Classes to learn how to interact with the Classroom feature accessible via the system navigation bar.

If you prefer video walkthroughs, see VIDEO: Classes Feature.

Topics covered in this article:

• Classes - The Basics
• Class Groups - The Basics
• View Classes
• View Class Groups
• Search Classes
• Create Class
• Create Class Group
• Edit Class
• Add Class Periods
• Edit Class Periods
• Delete Class
• Delete Class Period
• Delete Class Group

Classes - The Basics

The Classes feature makes it possible to record registrants and take attendance using eLogic Genesis for any classes or trainings offered by your organization.

The Classes feature has three levels:

• Class - This is the overall course topic, i.e.: English as a Second Language, Nutritional Cooking. 
• Period - This identifies the time period the class will run from start to finish, i.e.: Fall 2019, Spring 2020, Summer 2020
• Session - This identifies the individual dates and times registrants attend

Access to the Classes feature is determined through a specific Role Permission, which Agency Admins must grant to navigators. 

The duties to create Classes are split between Agency Admins and Standard Users. Agency Admins must first create and set up Classes and identify the available Periods. Then, Standard Users are able to create single or recurring Sessions, add registrants to the Period, and take attendance for each session.

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Class Groups - The Basics

If your organization has programs that offer specialized courses, creating a Class Group for each program can help organize and categorize all Classes. For example, an organization that provides training on financial literacy, family services, and employment assistance can create a Class Group for each program. 

Class Groups can be identified on Custom Reports for further Class data analysis.

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View Classes

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Classes are listed

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View Class Groups

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Click the Class Groups tab listed on the left
4. Class Groups are listed

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Search Classes

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Search Classes by entering the program name in the textbox on the left
4. All matching Programs will display below

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Create Class

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Enter Class name in the textbox on the right
4. Click Add Class
5. Class will appear below

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Create Class Group

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Click the Class Groups tab listed on the left
4. Enter Class Group name in the textbox on the right
5. Click Add Class Group
6. Class Group will appear below

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Edit Class

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class you wish to edit
4. Click the  settings icon
5. Edit:
   • Class Name
   • Select Class Group from the drop-down list
   • Enter Vendor if different than your organization (optional)
   • Enter Cost (optional)
6. Click Save Class

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Add Class Periods

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class to which you wish to add Periods
4. Click the  settings icon
5. In the Class Periods section and under ADD PERIOD enter:
   • Period Name
   • Start Date
   • End Date
6. Click Add Period
7. Period will appear on the right under EXISTING PERIODS

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Edit Class Periods

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class to which you wish to edit Periods
4. Click the  settings icon
5. In the Class Periods section and under EXISTING PERIODS to the right, locate the Period you wish to edit
6. Click the  settings icon
7. Make any appropriate changes
8. Click the  settings icon again to save changes

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Delete Class

Classes can be deleted from the Classes page or within the Classes settings.

Important!! Deleting a Class will delete all periods, sessions, registrants, and recorded attendance contained in the Class period

Delete Classes via Classes Page

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class you wish to delete
4. Click the  delete icon

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Delete Classes via Classes Settings Page

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class you wish to delete
4. Click the  settings icon
5. To the right of the Save Class button, click the  delete icon 

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Delete Class Period

Important!! Deleting a Class Period will delete all sessions, registrants, and recorded attendance contained in the Class period

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Locate the Class from which you wish to delete Periods
4. Click the  settings icon
5. In the Class Periods section and under EXISTING PERIODS to the right, locate the Period you wish to delete
6. Click the  delete icon

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Delete Class Group

1. Click Agency Admin from the system navigation bar
2. Click Classes
3. Click the Class Groups tab listed on the left
4. Locate the Class Group you wish to delete
5. Click the  delete icon

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