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Enroll a Contact from the Continuing Education module: Tracking tab
Mar 22, 2023
1048
- In the Continuing Education, click the Tracking tab.
- Click the +Add button in the upper right corner.
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- Enter the Contact Name. Type ahead functionality will show matching contacts. The contact must exist in your database.
- Select the desired Program from the drop-down list OR click the
to add a new program. - Select the desired Certification Status from the drop-down list.
- Enter the Started date. This is the date that the contact began the certification program.
- If applicable, enter the Completed date. This is the date the contact completed the certification program.
- Once the certification is active, the Expires date will be automatically calculated based on the Expires (in months after completion/activation) setting configured for the certification program.
- Fee - this section will be displayed once a Certification Program has been selected:
- The Fee Item will automatically be populated with the fee item configured when the certification program was set up. You may over-ride this if needed, by selecting a different fee item from the list.
- The Description will be automatically populated with the description configured for the fee item. You may over-ride this if needed.
- The Price will be automatically populated with the price configured for the fee item. You may over-ride this.
- Invoice Options - this section will be displayed once a Certification Program has been selected:
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- Select the desired invoice delivery option: Print or Email.
- Select the desired Billing Contact, Billing Address, Billing Email for the invoice.
- (Optional) Select Invoice Terms. If no terms are selected, the default configured in your Finance Settings will be used.
- (Optional) Enter a Invoice Message to be included on the invoice.
- % Complete and Hours/Credits Earned will be automatically updated by the system, dependent on status of this contact's certification.
- Click Done.
