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Create a Stand Alone Objective
Objectives are the skills/knowledge that is required. They are added to Collections and can be “stand alone” or assigned to a Category. To create an objective in a category or sub-category: * On the Objectives tab, click on the desired Collection Name . * Click on the plus icon icon in the Actions colu…
Approve Continuing Education Enrollments
You may configure your programs/certifications to require approval when a contact enrolls. Until approved, the status will be listed as Applied . Those staff members who have subscribed to the New Certification Application notification will receive an email (shown below) when a new application is submitted. …
Enroll a Contact from the Contact's Profile
IMPORTANT! In your Continuing Education General Settings , the Enroll Attendees to All Relevant Certifications option is enabled by default; this setting will automatically enroll anyone who registers for an event with a certification component attached into the appropriate certification program. The majority of …
Add Components to a Program/Certification
In order for component completion to be correctly tracked, all components must belong to a certification/program. * Click the Certifications tab in the Continuing Education module. * Click the hyper-link in the Total Components column. If no components have been added to this certification No Total Compon…
Tracking Certifications
You can track contacts certifications on the Tracking tab within the Certifications module. By clicking the Quick Filter drop-down list, the Tracking tab may be filtered by the following criteria: * In progress : Contacts currently working towards a certification. The status may be automatically set when a…
Create a Component - Exam
* In the Certifications module, select the Components tab. Click the drop down arrow next to the Add Course button and select Add Exam . * In the Add Exam window, configure the following: Enter a Name for the exam. Enter a Code for the exam (optional). Enter a Description of the exa…
Create Program/Certification Components
Components are individual items that count towards a program/certification. A component may be be a course, an exam, or a task. You may choose to have objectives for components and you have the option of setting a prerequisite for a Component, though prerequisites at the Component level should be used judiciously.…
Objective Categories
An Objective Category is a division of a Collection into which Objectives (or other Objective Categories, called Sub-Categories ) are entered. They are not required but can be helpful to associations that have a narrow collection of objectives that go fairly deep. Categories can have sub-categories, and sub-ca…
Create a Component - Task
NOTE: Task components may include pre-requisites and objectives . If they are needed, best practice is to setup the pre-requisites and objectives prior to setting up tasks. * In the Certifications module, select the Components tab. Click the drop down arrow next to the Add Course button and select Add Ta…
Create a Component - Course
* In the Continuing Education module, select the Components tab and click the Add Course button. * In the Add Course window, configure the following: Caption Enter a Name for the course. Enter a Code for the course (optional). Enter a Type for the course (This is optional EXCEPT whe…
