Defining Certification Program Requirements and Requirement Options

If requirements are defined, they must be completed in order for the customer to receive the certification.

If a requirement for certification is that the customer have an active membership, and the membership is cancelled, the customer has not met the requirement for certification. To the system, cancelling a membership is like the membership never happened. This is no different than if a requirement for certification was that the customer attend a meeting, and then the meeting registration was cancelled. Personify assumes that if a membership (or a subscription) is a requirement for certification, the requirement is that the membership be active for the term of the certification. If the customer is to get credit for membership, the end date should be updated for whatever period of time the customer was a member, the line status should remain as active, and the line should be set to "Terminate at End". Therefore, if a membership is terminated early (i.e., the membership Cycle End Date is updated to be a date less than the original membership product Cycle End Date and the Fulfill Status is updated to “T”), if membership was a requirement for certification, the Certification Status was "COMPLETED", and if the Certification Expiration Date is less than or equal to the new membership Cycle End Date but greater than or equal to the current date, as of 7.4.2 the Certification Expiration Date will be updated to the new membership Cycle End Date.

To define requirements and requirement options:

1.    Click Requirement Definition from the Certification Definitions task category.
The Certification Requirements screen displays, as shown below.

2.    If necessary, filter the requirements using the radio buttons.

3.    Click Add Requirement.

4.    Enter a Requirement ID and Description.

5.    Enter the number of options that must be completed to fulfill the requirement in the Complete Any field.

6.    To add a Continuing Education (CE) option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Continuing Education" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The CE Credits section displays, as shown below.

f.      Select the Credit Type from the drop-down.
Values are populated based on the non-fixed TRN "CE_CREDIT_TYPE" system type.

g.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Purchase". Change this if necessary.

h.    By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

i.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

7.    To add a Certification Program option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Certification" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Previous Certification section displays, as shown below.

f.      Select the Previous Certification from the drop-down.
Values are populated based on the existing certification programs. For more information, please see Defining a Certification Program.

g.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Certification". Change this if necessary.

h.    By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

i.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

8.    To add a Course option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Course" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Course Code section displays, as shown below.

f.      Click the Course Code link to open the Transcript Course Chooser.

g.    Search for and select the appropriate transcript course.
For more information, please see Creating a Transcript Course.

h.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Purchase". Change this if necessary.

i.      By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

j.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

9.    To add a Course Type option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Course Type" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Course Type section displays, as shown below.

f.      Select the Course Code from the drop-down.
Values are populated based on the non-fixed TRN "COURSE_TYPE" system type.

g.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Purchase". Change this if necessary.

h.    By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

i.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

10.  To add an Exam option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Exam" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Exam section displays, as shown below.

f.      Click the Exam link to open the Transcript Exam Chooser.

g.    Search for and select the appropriate transcript exam.
For more information, please see Creating a Transcript Exam.

h.    Select the Grade from the drop-down.
Values are populated based on the non-fixed TRN "GRADE" system type.

i.      From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Exam". Change this if necessary.

j.      By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

k.    If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

11.  To add a Miscellaneous option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Miscellaneous" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Miscellaneous Requirements section displays, as shown below.

f.      If necessary, enter any Comments.

g.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Manual" and cannot be changed.

h.    By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

i.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

12.  To add a Product option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Product" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Product section displays, as shown below.

f.      Click the Product link to open the Product Chooser.

g.    Search for and select the appropriate product.

h.    From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Purchase". Change this if necessary.

i.      By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

j.      If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

13.  To add a Transcript Program option, perform the following:

a.    In the Certification Requirement Detail section, click Add Option.

b.    If this is the first requirement detail, the Option ID defaults to "1". If necessary, you can change this. This unique identifier will increment by one each time a new requirement is added.

c.    Enter the Option Description.

d.    Select "Transcript" as the Option Type from the drop-down.

e.    Hit the Tab button on your keyboard.
The Transcript Program section displays, as shown below.

f.      Click the Transcript Program link to open the Transcript Program Chooser.

g.    Search for and select the appropriate transcript program.
For more information, please see Creating a Transcript Exam.

h.    Select the Grade from the drop-down.
Values are populated based on the non-fixed TRN "GRADE" system type.

i.      From the Requirement Option Met On section, the Requirement Option Met On method defaults to "Transcript". Change this if necessary.

j.      By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first drop-down.

k.    If necessary, select the date in which the requirement is no longer valid from the second Valid Between drop-down.

14.  Click Save.