Tracking Certification Requirements

Certain requirements may need to be met in order for a certification program to be complete. Requirements can be met through one or multiple activities, such as an order. For example, a customer may need to earn a specific number of continuing education credits to receive a specific certification. The Requirement Tracking screen can be used to track the progress of a requirement and update requirements to complete.

To track requirements:

1.    Click Requirement Tracking from the Registration and Tracking task category.
The Certification Requirement Tracking screen displays, as shown below.
Requirement_Tracking.png

2.    Highlight the Requirement ID you want to track from the Certification Requirements table and click the Mark as Completed link.

At least one Option must be added to the Certification Requirement in order to enable the functionality of this link. See Defining Requirements and Requirement Options for more information.

3.    If necessary, check the Add to Transcript checkbox.

4.    Click Save.

Screen Element Description
Re-Analyze Button. When clicked, the certification requirement and requirement option information is refreshed for this screen.
Update to Current Requirement Button. When clicked, the certification requirement and requirement option information is refreshed with any updates made to the current certification requirement. Any requirements newly added will also be displayed.
Mark as Completed Link. Click to mark the requirement or requirement option as “completed.” The requirement turns green when it is completed.
Reverse Completion Link. Click to undo the “completed” status.
Add to Transcript Checkbox. When checked, the completed requirement or requirement option record is added to the transcript.