Configuring System Pull Down Values

Pull-Down Values Use the pull-down screen to define values found on system pull-down menus in the application. The pull-downs are designed to add your terms, groupings, etc to the application to customize it to your business practices.

Course/Event Types – The Course/Event type pull-down is found on the schedule screen and determines the type of the schedule. Example values include: Onsite, Customer Course/Event, Live Web Conference, Self-paced eLearning, Archived Web Conference, and Podcast. Use this pull-down to group your schedules.

Personnel Types – The Personnel type pull-down is found on the personnel screen and is used to categories you personnel. Example values include: Instructor, Sr. Instructor, Course Developer, Contractor, Guest Speaker, and on-site greeter. Use this pull-down value to add a type to your personnel records.

Registration Status – The Registration Status pull-down is found on the registration screens and determines the current status of the registration. Example values include: New, Pending Payment, Confirmed, and Waiting List. Use this pull-down value to add your registration process or stages to the system.

Next Action – The Next Action pull-down is found on the registration screens and determines the next action that should occur for the registration. Example values include: Callback, Verify Payment, and Send Invoice. Use this pull-down to value add your registration process or stages to the system

Amenity Types – The Amenity Types pull-down is found on the Amenity tab of the location record and determines the type of amenity. Example values include: Hotel, Restaurant, Parking, and Ground Transportation. Use this pull-down to provide attendees with information about the amenities available in the area of the course/event location.

Payment Methods – The Payment Methods pull-down is found on the Scheduling Options screen and determines what payment methods are available for the course/event, location or schedule. Example values include: Purchase Credits, Credit Card, Check, and Purchase Order. Use this pull-down to display the types of payment methods you will accept.

Location Groups – The Location Groups pull-down is found on the Location screen and is used to group locations. Example values include: North America, EMEA and APAC. Use this pull-down to group your locations together by physical or organizational needs.

Expense Categories – The Expense Categories pull-down is found on the Expenses tab of the schedule screen and is used to determine the types of expenses on the schedule. Example values include: Travel, Materials, Location Rental, and Catering. Use this pull-down to define your expense types for tracking in the admin views and reporting.

Question Categories – The Question Categories pull-down is found on the questions screen and is used to group questions together. Example values include: Background Experience, Instructor Evaluation, Materials Evaluation, and Miscellaneous. Use this pull-down to group your questions.

Organization Types – The Organization Type pull-down is found on the Organizations screen and is used to determine the type of attendee organizations. The Organizations feature is an optional add-in and may not be enabled on your account. Example values include: Customer, Partner, Reseller and Employee. Use the Organization Types to group your attendee organizations. For more information on using Organizations please refer to the online help system or contact Litmos Training Ops Support.

Language Categories – The Language Category pull-down is located on the Schedule screen and is used to display the language the course/event will be presented in. Example values include: English, French, German and Spanish. Use this pull-down to determine the presentation language of the schedule.

To enter pull-down values:

1. Select Administration Menu -> Definitions -> Pull-Down Values.

2. Select a pull-down category.

3. Enter the value.

4. Click Save. The new value appears in the list at the bottom of the screen

To add another pull-down value:

1. Click New and repeat steps 2-4.

To change a pull-down value:

1. Click the zoom arrow to the left of the item.

2. Make any needed changes.

3. Click Save.

To delete a pull-down value:

1. Click the zoom arrow to the left of the item.

2. Click Delete.

3. Click Ok in the pop-up window.