Create a Component - Task

Leslie Rowland

Mar 20, 2023

2474

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 Task.
In the Add Task window, configure the following:

The Add Task window
- Enter a Name for the task.
- Enter a Code for the task (optional).
- Enter a Description of the task.
- Enter the Availability Opens date. This indicates when the task will open.
- Enter the Availability Closes date. This indicates when the task will close.
- Enter the Instructor. This is useful if you need to track who was the instructor for the task. NOTE: When adding a task component to an event, you will have the ability to update the instructor for the task.
- The Is Active check-box will be enabled by default. Best practice, when a task is no longer active, is to de-activate the task.
- If a staff member is required to approve the component enrollment, enable the Requires Approval option. This creates a checkbox in the Tracking area and requires a staff member to check the box before the member is allowed to proceed.
- Configure the Upon Completion options (optional) :
  - Hours Earned.
  - Credits Earned.
  - Document Template: if using customized certificate templates for each component, be sure to select the appropriate template from the dropdown. See Setup Component Certificate Templates for more details.
- Add any Objectives (optional). Click the blue plus icon to add objectives. Add objectives as needed.
- Add any Prerequisites needed prior to completing this task (optional). Logic in the system will prevent the applicant from completing this task if the pre-requisite(s) has not been met. Click the blue plus icon to add all needed prerequisites.
- Configure the fees for this task (optional; only needed if charging a fee for the component aside from an event registration fee):
  - Select the Fee Item from the drop-down list. The Price set for this fee item will automatically be populated. This may be over-ridden as needed.
- Component of: To add this task component to an existing continuing ed/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 general settings, this will auto-populate.
Click Done to save the new task.

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