Summary

This guide explains how a Registrar or Admin manages Titles (e.g., positions, functions), Master Activities (global tracking of courses/sessions), and Cost Categories in Viva Helix. These settings organize data, billing, and training activity tracking.

Step-by-step Instructions

1) Manage Titles

1. Open Configuration > Titles.
2. Click Create New.
3. Enter:
   • Title name (e.g., Instructor, Coordinator, Participant).
   • Status: active/inactive.
4. Save. Active titles will be available for assignment to users.
5. To edit or deactivate a title, open the row and update the information.

2) Manage Master Activities

1. Open Configuration > Master Activities.
2. Click Create New.
3. Fill in:
   • Name (identifies the grouping of activities, e.g., Health and Safety Program).
   • Code (optional, useful for reports).
   • Description (summary of purpose or content).
4. Save. The master activity can be linked to multiple courses/sessions for overall tracking.
5. To view associated sessions, open the master activity record.

3) Manage Cost Categories

1. Open Configuration > Cost Categories.
2. Click Create New.
3. Enter:
   • Category name (e.g., Room rental, Course materials, Travel).
   • Cost type: check only one box (e.g., fixed fee, per participant).
4. Save. Created categories will appear in the session cost menu.
5. To delete or deactivate a category, open the record and adjust the status.

Tips

• Use clear, consistent names to make reporting and searches easier.
• Group sessions under Master Activities to get consolidated statistics.
• Review the list of Cost Categories regularly to avoid unnecessary duplicates.
• Ensure only relevant categories remain active.