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Home > Continuing Education > Add a Component - Task
Add a Component - Task
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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.


  1. In the Certifications module, select the Components tab.

  2. Click the Actions button.
  3. Select Add Task.

  4. Enter a Name for the task.
  5. Enter a Code for the task (optional).
  6. Enter a Description of the task.
  7. Enter the Availability Opens date. This indicates when the task will open.
  8. Enter the Availability Closes date. This indicates when the task will close.
  9. Enable the Is Active check-box to make this task active. Best practice, when a task is no longer active, is to de-activate the task.
  10. Enable Requires Approval. Creates a checkbox in the Tracking area and requires a staff member to check the box before the member is allowed to proceed.
  11. Enter the Instructor. This is useful if you need to track who proctored the exam.
  12. Configure the Upon Completion options (optional) :
    • Hours Earned.
    • Credits Earned.
  13. Add any Objectives. Click the   to add objectives. Add all objectives as needed.
  14. Add any Prerequisites needed prior to completing this task. Logic in the system will prevent the applicant from completing this task if the pre-requisite(s) has not been met. Click the Orange plus icon.jpg to add all needed pre-requisites.
  15. Configure the fees for this task (optional):
    • 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.
  16. Configure the Requirements for this task.
    • Hours Required for Completion.
    • Credits Required for Completion.
    • Component of: To add this component to an existing continuing ed/certification program, click the   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.
  17. Click Done to save the new task.


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