The use of balances: introduction.
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 exampl...
Versie: Fri, 16 Dec, 2022 at 1:05 PM
Make the balance.
As you read in the introduction, you can, for example, keep track of a person's spendable amount and/or the number of credits to be gained. You can do this by setting up one or more balances. On balance, one or more periods can be entered. The balance determines for all periods when the a...
Versie: Fri, 16 Dec, 2022 at 1:05 PM
Insert a balance period.
As you read in the introduction, you can, for example, keep track of the amount that can be spent and/or the number of credits that can be earned by a person. You can do this by setting up one or more balances. On balance, one or more periods can be entered. The budget to be set per period deter...
Versie: Fri, 16 Dec, 2022 at 1:05 PM
Set up a document template for a balance overview.
Using a document template you can create and send a balance overview per person. You can do this yourself via function group 'Template' and function 'Document template'. If you need help you can always contact our helpdesk. Create the document template using the data gro...
Versie: Fri, 16 Dec, 2022 at 1:05 PM
The use of the balance in practice.
With the help of the following example you can see how the use of a balance works in practice. The layout is as follows: The balance has been given the name 'Study credits'. The date on which the course question is completed determines when the 10 credits, value assigned to ...
Versie: Fri, 16 Dec, 2022 at 1:05 PM
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