Use Business Units to associate courses to specific business entities such as departments, teams, product lines or companies. A course is tied to one business unit so that when an attendee registers, their registration will be flagged as belonging to that business unit.

Example: OnPoint Communications has four departments that conduct training: Mobile Devices, Back-End Systems, Voice over IP, and Communications Management Systems. In-order to track courses and registration back to the correct departments, the system administrator, creates a business unit for each department and assigns them to the desired courses.

To create business units:

1. Choose Administration Menu->Global Information.
2. Click on the Business Units tab.
3. Enter the name for the business unit.
4. Enter the accounting code and full description of the Business Unit, as needed.
5. Click Save.

NOTE: Repeat, as needed for each Business Unit.

To assign a business unit to a course record:

1. Open the desired application on the side navigation.
2. Click on Courses.
3. Create a new course record or search for and open an existing record.
4. Select the desired business unit from the pull-down at the bottom of the screen.

Click Save.

To assign a business unit to a schedule:

1. Open the desired application on the side navigation.
2. Create a new schedule or search for and open an existing schedule.
3. Click on the Advanced Options button to open the Advanced Options sub-menu screen.
4. As needed:
   1. If there is no course level business unit, select the desired business unit from the pull-down.
   2. If there is a course level business unit, uncheck the option Inherit BU from Course record and select the desired business unit from the pull-down.
5. Click Save.

Exporting Business Unit Information

To support the Business Unit feature, the Registrations export target table includes the Business Unit and Business Unit Account Code. These fields can be included on any export template using the Registrations target table. The Courses Plus and Scheduled Events export target table include the Business Unit field.