Build the class names list

Note: You must have the full version of PM to build the class names list.

For information on upgrading to the full version of PM, go to https://www.eso.com/pm-demo/ and fill out the fields to request a demonstration and speak with a sales representative.

A training class is a class given to develop your staff members' skills. Training classes can be credited toward any training requirements for the person, agency, or department.

You can define class names specific to your agency or department, and which will help provide consistent feedback for reporting. These class names appear as menu options for the Class Name field when you create or filter training classes.

Example: The class name menu options you define and enable on the Settings > Class Lists > Class Names screen appear when you click the Class Name field or when you filter for a class in other areas of the PM module.

     

  1. Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click PM.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version) PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

      Information on user accounts, roles, and permissions is available in Manage a user account.

  2. In the left pane, near the bottom, click the Settings icon.

    If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module, and whether your agency or department has PM Basic or the full-featured version of the PM module. By default, the module opens to the Certifications and Licenses > EMS screen.

  3. In the left pane, expand Class Lists, then click Class Names

    The Class Names screen appears, listing any class names already defined.

  4. Work with the list of class names in any of the following ways.

    • In the upper right corner, in Search, begin typing the name of the class you want to find.

      As you type, the list of class names reduces to only those whose names still match the characters you are entering.

    1. In the upper right corner, click Add.

      The Add Class Name dialog box appears.

    2. In Class Name, type the name for the class.
    3. In Class Description, type a short description of the class.

    4. In Class Objective, type the list of objectives the class will cover.

      An objective is a knowledge base and/or set of skills taught during a training class.

    5. Click Save.

      The name you created appears as a new listing on the Class Names screen. The next time you create a new class on the Training screen, this new class name appears as an option in the Class Name field's menu.

    1. Open the class name for editing in one of these ways.

      • Click the listing for the class name.

      • On the right side of the listing, click Actions, and choose Edit.

      The Edit Class Name dialog box appears.

    2. Change the information in the fields as needed.
    3. Click OK.

    You can disable a class name, so that the corresponding menu option does not appear in other areas of the PM module. You can always re-enable a class name later, if needed.

    1. On the right side of the listing, click Actions, and choose Disable.

      A red Disabled label appears to the left of the class name, and the name moves to the bottom of the list.

    2. On the right side of the listing, click Actions, and choose Enable.

      This option appears only if you disabled the class name in the past.

      The red Disabled label disappears to the left of the class name, indicating that the class name will appear again as a menu option in other areas of the PM module.

    You can sort the list alphabetically to help find an item quickly.

    • In the upper right corner of the screen, click Sort Alphabetically.

      The list sorts from A-Z.

    Because some classes need to be taught more frequently, you can sort the order of class names in the list for convenience when creating or updating class records.

    Example: All personnel in your department or agency receive annual cyber security training. It is convenient to have cyber security name appear at or near the top of the class names list, for easy selection when creating or updating class records each year.

    • Place your mouse pointer on the item you want to move to a new position in the list, drag it up or down the list to the position you want it to have in the list order, then "drop" the item where you want it to be in the list.

      As the item you are dragging moves over each item in the list, the list items move up or down in the list to make room for the item in its new position in the list order.

    Note: The list order in the Class Lists > Class Names screen determines the list order in the Class Name field in the rest of the module. Disabled values on the Class Lists > Class Names screen do not appear for the Class Name field.

  5. You can export a list of all the class names currently listed in the module, regardless of whether they are enabled or disabled. The list exports to a comma-separated values (*csv) file, which may be read with Microsoft Excel or other software applications, and includes the name, description, and objective for each class.

    • In the upper right corner of the screen, click Export.

      The file downloads to the default download location, and saves with the file name ESO_DataTypeDate.csv.