|
|
NOTE: The agent must have an M1 ID and Sync to M1 must be enabled. M1 will not allow you to add an Education record for a member who is not active (or Suspended) in M1 (Status A, P or S). |
Add a new Code of Ethics Record
- For the desired agent, click the Real Estate tab.
- Click the
in the Code of Ethics section. To add a new record, click the orange + button on the far right; this will add a new line for input.
-
- Click the
- Enter the training date and select COEC or COEN from the dropdown. The system will automatically populate the course number depending on the course code selected, and will also assign the appropriate course year.
- COEN: when the training date is selected and the COEN code is chosen, the Course Number and Course Year will populate. There is no Cycle required for COEN.
Adding a new COEN record to GrowthZone to sync to M1. - COEC: when the training date is selected and the COEC code is chosen, the Cycle dropdown will activate and allow you to select the appropriate Cycle. The Course Number will update with the selected Cycle, and the Course Year will populate.
Selecting the Cycle for a COEC class in GrowthZone Once the Cycle is selected, the Course Number is updated.
- COEN: when the training date is selected and the COEN code is chosen, the Course Number and Course Year will populate. There is no Cycle required for COEN.
- Click Done.
Your additions to Code of Ethics training will be sent to M1 within 5 minutes, with no additional interaction on your part.
Update a Code of Ethics Record
Due to M1 restrictions, Code of Ethics records cannot be updated or changed within GrowthZone. If you need to make a change, any changes must be done via M1 by the association that added the record.