The Goal: Create an Exam-type component in GrowthZone so it can be attached to a certification program and used to track member scores, credits, and hours.
Before You Begin:
- If you plan to add Objectives or Prerequisites to this exam, set those up first.
- If you will use a customized certificate template for this component, create it before starting. See Set up Continuing Education Certificate Templates for instructions.
- If you will charge a fee for this component, ensure the Fee Item is already configured.
- Know the exam type, scoring type, max score, and passing score you will need to configure.
Step-by-Step Instructions
- Go to Events & Learning, Continuing Education section, click Components. Click the drop-down arrow next to the Add Course button and select Add Exam.
- In the Add Exam window, configure the following:
- Name: Enter a name for the exam.
- Code (Optional): Enter a code for the exam.
- Description: Enter a description of the exam.
- Availability Opens: Enter the date when the exam opens.
- Availability Closes: Enter the date when the exam closes.
- Instructor: Enter the instructor name. NOTE: When adding an exam component to an event, you will be able to update the instructor at that time.
- Is Active: Enabled by default. Best practice: de-activate an exam when it is no longer in use.
- Requires Approval: If a staff member must approve the component enrollment, enable this option. This creates a checkbox in the Tracking area requiring staff sign-off before the member can proceed.
- Configure the Upon Completion options (optional):
- Hours Earned: Enter the hours awarded on completion.
- Credits Earned: Enter the credits awarded on completion.
- Document Template: If using a customized certificate template for this component, select it from the dropdown.
- Configure the Exam Info section:
- Exam Type: Select the appropriate exam type.
- Scoring Type: Select the appropriate scoring type.
- Max Score and Passing Score: Enter the maximum score and the score required to pass. For example, a Max Score of 100 with a Passing Score of 75.
- Add Objectives (optional): Click the blue plus icon to add objectives as needed.
- Add Prerequisites (optional): Click the blue plus icon to add prerequisites. The system will prevent the contact from completing this exam if prerequisites have not been met.
- Configure Fees (optional — only needed if charging a fee for the component above and beyond an event registration fee):
- Select the Fee Item from the drop-down list. The price configured for that fee item will auto-populate and can be overridden.
- Component of: To attach this exam to an existing certification program, click the blue plus icon and select the desired program. NOTE: In order for credits/hours to apply, components MUST be attached to a certification. If a default certification is specified in the Continuing Education settings, this field will auto-populate.
- Click Done.
Common Pitfalls
- Credits/hours not recording: Components MUST be attached to a certification program for credits or hours to apply. Set the "Component of" field or configure a default certification in your Continuing Education settings.
- Scoring not configured: If Exam Type, Scoring Type, Max Score, or Passing Score are left blank, the system cannot properly evaluate exam results.