In Coachview several data of one person are already stored. Think for example of study hours, study load, duration and costs of training(s) followed, results, attendance and success. In addition to these data, you can also enter the costs of a person. the amount that can be spent and, for example, keep track of the number of credits to be gained. You do this by setting up one or multiple balances. On balance, one or more periods can be entered. The budget to be set per period determines what it is the maximum amount to be spent, or the maximum number of credits that can be obtained. The value of the amount to be You determine the amount or credits to be credited per type of programme of study. Following or having followed a programme of study determines the final amount to be deducted from the personally spendable amount, or how much credits are awarded to the person. This is called the residual value per person and period. It is of course, it is always possible to manually add a mutation that directly affects the personally spendable amount or the number of personally spendable items credits earned.

That's how you set it up:

  • You start by creating a balance, where you determine when the amount will be definitively deducted or the credits are added | That's how you do it!
  • Add one or more periods and determine the budget. Add one or more course definition per period and determine by Course definition the value to be assigned. Add per period one or more persons for which it is spendable amount or the credits must be kept up to date | This way you add a balance period!
  • Set up a document template to show an overview per person of the amount spent or the number of obtained credits on balance / period(s) | That's how you set it up!

That's how you do it:
With the help of an example you can see how it works. This example shows obtaining credits in the period 2016 | The balance in practice, an example!