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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. …
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…
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…
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 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…
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 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.…
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…
Continuing Education Example: A Simple Setup
This article will step you through how to set up a super-simple continuing education program in GrowthZone. This setup makes the following assumptions: * No customization of program or component certificates ( here are instructions, but we won't cover them in this article! ) * No fees being charged * No objecti…
