Adding an educational entity
Prerequisites
- Previously created company type.
- Access to the File > Educational entity (TR029) menu.
Introduction
An educational entity is a company that provides training services. SoftExpert Training allows for registering educational entities in order for them to be used in trainings.
In SoftExpert Administration, it is possible to create a company type, which is a required record for an educational entity to be added. Companies created in the SoftExpert Administration company menu can be used as educational entities in SoftExpert Training.
See below how to add and associate an educational entity:
Adding an educational entity
1. Access the File > Educational entity (TR029) menu.
2. Click on the 
button.
3. Select the company type and click on the 
button.
4. On the screen that will open, fill in the Name and ID # fields.
5. In the Usage field, select how the record will be used: for trainings or for employee profiles. Both options can be checked.
6. Enter data specifying the address, city, state, postal code, telephone number, etc.
7. In the Coordinate section, select one of the available coordinate system options: Lat/Long or UTM.
8. Provide the coordinates according to the selected system.
9. If you wish, describe the entity in the Description field.
10. In the Attributes tab, fill out the attributes defined in the selected company type.
11. Click on the Save button.
11. In Contact, add the contacts or external users from the educational entity.
12. Finally, click on the Save and exit button to record the changes.
Access the Creating a default contact article and learn how to add a contact. Access the Adding an external user article and learn how to add an external user.
Associating an educational entity
1. Access the File > Educational entity (TR029) menu.
2. Expand the Add button and click on 
to associate a company already created in SoftExpert Suite as an educational entity.
3. On the screen that will open, filter the existing record by its ID # and name.
4. Click on the 
button to search for an existing company created in SoftExpert Suite.
5. Select the desired records and click on to save the changes.
6. Then, the associated company will appear on the menu's list of records.
Conclusion
This is how educational entities are created or associated in SoftExpert Training.