5.3 Training Course Profile

5When a course is created in the AMS, users can view the details, and depending on permissions, can edit fields of the course profile.

A Job Opportunities widget will also appear underneath the Contact Information, which displays jobs related to this course, based on NOCs set for the Industry Applicable field.

5.3.1 Matching Criteria tab

This tab is where users can add specific matching criteria for the training course based on a number of fields found throughout the case profile. The matching criteria is intended to help narrow down the results of the matching engine for training courses, in order to provide better suggestions for clients.

Note: Clients will be matched to the training course only if ALL matching criteria fields are met

Add Matching Criteria to a Training Course:

From the Select Criteria dropdown, select the field you want to add to this training course.
Press the +Add button.
Set the criteria for this field, then click Update button.
An Update Successful message will appear in the bottom-right corner of the window.

Remove Matching Criteria from a Training Course:

Click the Trash Can icon for the field you want to remove.
Click the Update button.
An Update Successful message will appear in the bottom-right corner of the window.

5.3.2 System Matches tab

This tab lists the clients in the AMS recommended for this training, but users can toggle between seeing the clients in their caseload (My Caseload) or the entire caseload (All Clients).

Users can search clients in the list by Member ID, First Name and Last Name, as well as sort by clicking the column headers. The list also indicates if a client is suggested for this course based on NOCs set in the Employment tab of their case profile for Employment Experience and/or Employment Interest.

If a course is already in progress, the Show Future Matches checkbox will show clients that will be matched for a future session.

Similar to assigning training statuses in the client’s Education & Training tab, users can also assign statuses to clients in the System Matches tab of a training course.

How to Set a Training Status in the System Matches tab:

Select the checkbox beside the client’s Member ID that you want to set a status for.
Checking multiple clients will allow users to set the same status for all clients selected at once.
A Select State box will appear, which is where you select one of the training statuses.
Once a status is selected, click the Apply button.

When you apply a status, clients move from System Matches tab to the Session Roster tab.

This action also adds the training course to the Training Management widget of a case profile.

5.3.3 Session Roster tab

This tab lists all clients that have a current status for the training course, and users can toggle between seeing the clients in their caseload (My Caseload) or the entire caseload (All Clients).

Users can search clients by Member ID, First Name and Last Name, as well as sort by clicking the column headers. Users can also Filter by State, to see clients with a specific status set for the training course.

Similar to setting a status in the System Matches tab, users can select one or multiple clients and apply a training status at once. Users can also click on the Status link, select the new status from the list and apply the change by clicking the blue checkmark.

Depending on permissions, some users may be able to remove a status for a client, which will:

Move the client(s) back to the System Matches tab of the training profile
Remove the training course from Training Management widget in the case profile

Clients can also be emailed from the Session Roster tab of a training course, by selecting the checkboxes beside the client Member ID and then clicking the Email Clients (Selected) button. When emailing clients directly from the training course, the body of the email message will automatically be populated with information about the training course.

If the Email Clients button is clicked without selecting any clients, all clients in the Session Roster will be added to the email.

5.3.4 Clients with This Training tab

This tab lists clients that have obtained this training course and the date the course was completed. Users can toggle between seeing the clients with this training in just their caseload (My Caseload) or the entire caseload (All Clients).

Users can search clients by Member ID, First Name and Last Name, as well as sort by clicking the column headers.

5.3.5 Jobs tab

This tab lists all active job opportunities in the system that are related to this training course, based on the NOC codes set for the Industry Applicable field.

Ordered in alphabetical order based on the job title, users can see the company name and location, as well as the Job Developer managing the job and when the job was posted in the system.