Folio Training Videos and Procedures Manuals.

Before adding courses to the Courses app, there are two things that need to be set up prior: The Inventory App and Circulation Policy settings.  These two are important because Inventory is where all the textbooks are located and the Circulation Policy sets the due dates and who is allowed to check out which books based on their user group. 

1. Click on Apps and scroll down to Settings and select Courses. 
2. Clicking on Courses will bring up the available options: 
3. Under Display settings, leave this option alone if the duplicated cross-listed courses box is already checked off. 
4. Click on Terms to create the start and end date of course.  Click New to create a new term session.
5. Enter the session name, start and end date. Click on Save.
6. Click on Course Types and click on New to add a type. Courses types specify whether they are in person, online or distance. In the empty spaces, enter the type and a short description. Click on Save. 
7. Click on Course Departments and click on new to add a Department.  
8. Click on the Courses App and click New in the right hand corner.
9. Enter in all the relevant information. Any line with a red* is required information and must be entered. Click Save and close. 
10. The screen will go back to the Courses App page with the course listed. Click on a Course name to enter the Course Record. 
11. Enter the Instructor(s) in the Add Instructor section (if there is an instructor associated with the class. If not, leave blank.)
12. Scroll down to the Items section, add or scan the barcode of the textbooks required for this course. Items not already in Inventory can be fast added using the Add Fast item button.
13. If the item is successful, there will be a green bar that pops up saying that the item was added successfully. If the item is not in Inventory or has been added to the course list already, a red bar will pop up saying that there is no item barcode with that located in Inventory or the barcode is already in use.
14. The book will then be listed underneath all the course information. The temporary loan type now needs to be added to the item. Click on the pencil icon in the top right corner of the Item title header beside the garbage can.
15. Change the temporary loan type to the appropriate loan period. Click Save and close when complete.
16. Click on the X in the top left hand corner to return to the Course list.