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Enter the name of the course associated with the class. Use the Find feature or click the Course link to create a new Courses record. Refer to See About the Courses Form for more information on the Courses form.
Product (Required)
Enter the product for this class. This is the product that is added to an order when a student registered for this class and this product's prices determine how much the student is charged for the class. See Creating Class Registrations from an Order for information on the class registration process.
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This field does not impose validation for class registrations (in other words, the system does not prevent a user from registering a student for a Pending, Rejected, Cancelled, or Complete class). However, Web users can only register for Approved classes on an eBusiness e-Business website.
Answer Sheets Tab
The Answer Sheets tab lists any student Answer Sheets that are relevant to this Classes record. To add another answer sheet to the list, right-click in the gray area on the tab and select New. An Answer Sheets record displays. Refer to See About the Answer Sheets Form for more information on the Answer Sheets form.
Attachments Tab
Attach any documents relevant to this class on the Attachments tab.
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The Exam tab includes a list of exams associated with the class. If there is one exam for the class, use the fields that display on the top area of the Exam tab. If there is more than one exam for the class, use the fields on this tab for the first exam. Then list the remaining exams for the class at the bottom of the tab. Refer to See About the Class Exams or and Assignments Form for more information on listing exams on this tab.
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Enter the name of the employee who verified the exam results. Use the Find feature or click the Verified By link to create a new Employees record.
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To add a new language group of expected students to the list, right-click in the gray area on the tab and select New. The Expected Students record displays. Fill out one Expected Students record for the language group of students. Refer to See About the Expected Students Form for more information about the Expected Students form.
To add a student to a language group that is already listed on this tab, double-click the language group in the list. Increase the number in the # Students field to reflect the number of students in the class who speak the selected language. Click OK to save the information.
General Tab
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This tab stores details related to a Class that is linked to a Course with Meeting Product Type.
See Creating a Class for a Meeting Product Type CourseClass for information on creating this type of Class record. See Creating a Products Record for a Meeting for information on creating a Meeting (not a Courses record with Meeting Type)
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This tab stores the actual and forecasted costs associated with this product. See About the " Costs Form" section of the Aptify 5.5 Product Setup and Administration Guide.
Cost Planning Sub-Tab
This tab stores information on costs for planning purposes associated with this product.
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Selecting the Taxable option instructs the Aptify Order Entry system to add an appropriate tax to the product on the order line when it is purchased. See Managing the Sales Tax chapter in the Aptify 5.5 Accounting and Financial Systems Integration GuideInfrastructure for information.
Deferred Income (required)
The Deferred Income option indicates that the sale of the product is recognized at a future date or dates. Deferred income products must have a deferred income GL account so that scheduled transactions can be generated when the product is ordered. This field is only available when the Subscription Item option is selected on the Subscription tab. See the Creating Creating Subscription Products chapter of the Aptify 5.5 Subscription and Dues Management Guide for for more information.
Cash Basis Acctg (required)
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Discuss this selection with your accounting department before specifying that a product should use Cash Basis accounting. If using Cash Basis accounting, be sure to add an unearned revenue account to the product’s GL Account tab.
See the Aptify 5.5 Managing Accounting and Financial Systems Integration Guide for for more information on Aptify’s accounting functionality.
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The GL Accounts tab lists the general ledger (GL) accounts associated with the product. Initially the tab populates with the GL accounts listed on the product’s Product Categories record. GL accounts are used at the product level for accounting purposes. If a product category’s GL accounts are modified, the product’s GL accounts must be updated manually if necessary to avoid unintentional changes to GL accounts at the product level. See the "About the GL Accounts Form (Products)" section of the Aptify 5.5 Product Setup and Administration Guidefor Products.
Comments Sub-Tab
The Comments tab contains any comments relevant to the class/meeting record.
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Meeting Conflict is a mechanism that runs during the meeting registration process to determine if a person is already registered for another meeting (or session) that occurs at the same time as another meeting (or session) that the person is attempting to register for. See Using the Meeting Conflict Checker section of the Aptify Meeting & Housing Management Guide..
The Meeting Conflict field supports three options:
- No Conflict Validation: The system does not perform a conflict check when a person registers for this meeting. This is the default setting.
- Conflict Warning: The system checks for conflicting meeting registrations and displays a warning message. A user can override this setting to ignore the conflict and create the meeting registration.
- Conflict Prohibited: The system checks conflicting meeting registration and displays a warning message. However, unlike the Conflict Warning option, the user cannot override this setting to ignore the conflict.
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Driving directions to the meeting are contained in the Directions field.
Location Sub-Tab
The Locations tab contains information about where the class/meeting is held.
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The Prices tab contains specific details about the pricing associated with the class/meeting record. See the "Pricing Tab" subsection Pricing Table tab in the "Products Form" section of the Aptify 5.5 Product Setup and Administration Guide.Products form for more information.
Product Details Sub-TabTab
The Product Details tab contains specific details about the product associated with the class/meeting record. See the "Details Tab" subsection tab in the "Products Form" section of the Aptify 5.5 Product Setup and Administration Guide.
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Products form for more information.
Registrations Sub-Tab
The Registrations tab displays a view of all the Registrants for the class/meeting. The details on this sub-tab are further divided by status including the following categories: Registrants, Wait List, Attendees, Cancellations, and Registration Details.
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If your organization is using an Aptify e-Business website to host e-learning Learning training offerings, you can configure the information that displays online on-line about this class on the the Web sub-tab. See Configuring Class Web Attributes for See Displaying Class Content Online for more information.
Parts Tab
This tab stores the set of course parts applicable for this class. The Course Parts from the class's course automatically flow down to the Classes record when a user saves it for the first time. A user can then modify the course parts for the specific class as necessary. See About the Parts Form (Classes).
Registrations Tab
This tab displays a list view of all Class Registrations records linked to this class.
Required Designations Tab
This tab lists required designations that instructors for this class must have. To add a required designation to the list, right-click in the gray area and select New. A Required Designations record displays. Refer to Class Required Designations Form for information about the Required Designations form.
Schedule Tab
The Schedule tab lists the scheduled class meetings and agendas for each meeting. Refer to About the Schedules Form for information on adding Schedules records.
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This tab is only available for Class type classes. |
Sessions Tab
The Sessions tab displays the class's sessions. These are tracked as individual sub-classes that linked to the main class via the Parent Product field on the sub-meeting's Classes record.
List Sub-Tab
Calendar Tab
By Location Tab
Substitute Tab
The fields on this tab are completed if this class is an acceptable substitute for a class offered by the organization. See About the Creating a Substitute Class for more information.
Substitute Class
When selected, this field indicates that the class is a substitute.
Substitute Course
This field specified the substitute course that this class is linked to. The corresponding course offered by the organization should be specified in the Classes record's top area. This field links to the Courses service.
Substitute Start Date
Specifies when the substitute class begins.
Substitute End Date
Specifies when the substitute class ends.
Web Tab
If your organization is using an Aptify e-Business website to host e-Learning training offerings, you can configure the information that displays on-line about this class on the Web tab. See Displaying Class Content On-Line for more information.
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This tab is only available for Class type classes. |
General Sub-Tab
Web Description
A brief description of the class as it will display on the website.
Web Enabled
When selected, this option indicates that information about this class can appear on a website.
Web Image
The URL of the image used for this class.
Web Name
The name for the class as it should appear on the website.
Web Page
If the Web Page Type is set to Custom, this field identifies the URL of a web page designed specifically for this class.
Web Page Type
Select the type of web page from the drop-down choices provided:
- Generated: Aptify automatically generates a web page based on the details provided on the Classes record
- Template: Aptify generates a web page based on a template specified in the Web Template field. See the “Product Web Templates Form” in the section of the Aptify 5.5 Product Setup and Administration Guide. If you select this option, specify the template in the Web Template field.
- Custom: Aptify uses a class‐specific web page designed specifically for this product; it does not automatically generate a web page. If you select this option, specify the URL
of the web page in the Web Page field.
Web Product Content
The URL that points to a product download, if the product can be delivered electronically.
Web Template
Select a template for the web page, if applicable, using the Find function.
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This option is only enabled when Web Page Type is set to Template. |
Long Description Sub-Tab
Displays the full description of the class as it appears on a website.
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General Sub-Tab
Web Description
A brief description of the class as it will display on the website.
Web Enabled
When selected, this option indicates that information about this class can appear on a website.
Web Image
The URL of the image used for this class.
Web Name
The name for the class as it should appear on the website.
Web Page
If the Web Page Type is set to Custom, this field identifies the URL of a web page designed specifically for this class.
Web Page Type
Select the type of web page from the drop-down choices provided:
- Generated: Aptify automatically generates a web page based on the details provided on the Classes record
- Template: Aptify generates a web page based on a template specified in the Web Template field. See About the Product Web Templates Form. If you select this option, specify the template in the Web Template field.
- Custom: Aptify uses a class‐specific web page designed specifically for this product; it does not automatically generate a web page. If you select this option, specify the URL
of the web page in the Web Page field.
Web Product Content
The URL that points to a product download, if the product can be delivered electronically.
Web Template
Select a template for the web page, if applicable, using the Find function.
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This option is only enabled when Web Page Type is set to Template. |
Long Description Sub-Tab
Displays the full description of the class as it appears on a website.
Parts Tab
This tab stores the set of course parts applicable for this class. The Course Parts from the class's course automatically flow down to the Classes record when a user saves it for the first time. A user can then modify the course parts for the specific class as necessary. See About the Parts Form from Classes.
Registrations Tab
This tab displays a list view of all Class Registrations records linked to this class.
Required Designations Tab
This tab lists required designations that instructors for this class must have. To add a required designation to the list, right-click in the gray area and select New. A Required Designations record displays. Refer to Class Required Designations Form for information about the Required Designations form.
Schedule Tab
The Schedule tab lists the scheduled class meetings and agendas for each meeting. Refer to About the Schedules Form for information on adding Schedules records.
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This tab is only available for Class type classes. |
Sessions Tab
The Sessions tab displays the class's sessions. These are tracked as individual sub-classes that linked to the main class via the Parent Product field on the sub-meeting's Classes record.
List Sub-Tab
Calendar Tab
By Location Tab
Substitute Tab
The fields on this tab are completed if this class is an acceptable substitute for a class offered by the organization. See About the Creating a Substitute Class for more information.
Substitute Class
When selected, this field indicates that the class is a substitute.
Substitute Course
This field specified the substitute course that this class is linked to. The corresponding course offered by the organization should be specified in the Classes record's top area. This field links to the Courses service.
Substitute Start Date
Specifies when the substitute class begins.
Substitute End Date
Specifies when the substitute class ends.
Web Tab
If your organization is using an Aptify e-Business website to host e-Learning training offerings, you can configure the information that displays on-line about this class on the Web tab. See Configuring Class Web Attributes for more information.
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This tab is only available for Class type classes. |
Details Sub-Tab
Displays the full description of the class as it appears on a website.
General Sub-Tab
Web Description
A brief description of the class as it will display on the website.
Web Enabled
When checked, this field indicates that information about this class can appear on a website.
Web Name
The name for the class as it should appear on the website.
Show Instructor Info
When selected, this option indicates that instructor information can appear on the website.