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Create an Objective Sub-category
* On the Objectives tab, click the name of the Objective Collection you wish to work with. * Click on the Folder icon in the Actions column of the Category/Sub-Category to which you wish to add a sub-category. * In the Add Objective Category window, configure the following: Category Name : The…
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…
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 an Objective Category
* On the Objectives tab, click on the Collection Name. * Click on the Add Objective Category button in the top right corner. * Configure the following: Category Name : This option is used when creating sub-categories. Leave blank when creating a top-level category. Category Code : This will display the …
Enroll a Contact from the Contact's Profile
IMPORTANT! In your Continuing Education General Settings , the Enroll Attendees to All Relevant Certifications option is enabled by default; this setting will automatically enroll anyone who registers for an event with a certification component attached into the appropriate certification program. The majority of …
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 - 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…
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…
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 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…
