Managing Course Codes

Using the Course Codes screen, you can define courses that will later be linked to Certification requirements. This screen defines system-wide course codes to various instances of those courses, typically meetings or sessions.

From the Course Codes screen, you can:

• Add a new course code
• Add CE Credits to a course code
• Associate products with a course code

To access the Course Codes screen:

1. From the left navigation menu, select Meeting Settings from the Meetings menu, or select Education Settings from the Education menu.
   The Meeting Settings or Education Settings page displays.
   
2. From the Education section of the Meeting Settings or Education Settings screen, select Course Codes.
   The Course Codes screen displays.
   

Create a new Course Code

To add a new course code:

1. From the Course Codes screen, select New Course Code.
   The Add Course Code screen displays.
   
2. Enter the Course Code.
3. Select the Course Type from the drop-down.
4. Select the Course Status of the course code.
5. Enter the course Description.
6. If necessary, select the Expiration Date of the course code from the date chooser.
7. If necessary, set the Certified toggle to Yes.
8. Click Save to save your new course code and return to the Course Codes screen.

Screen Element	Description
Course Code	Text box. A unique code for the course.
Course Type	Drop-down. The type of course. For example, Educational or Professional.
Course Status	Drop-down. The status of the course within the State Regulatory Board or Association's Board. Only an active course that is not expired can be linked to a product, transcript program, or certification program.
Description	Text box. The description of the course.
Expiration Date	Drop-down. The expiration date for the course. Registrants cannot take the course after this date. Only an active course that is not expired can be linked to a product, transcript program, or certification program.
Certified	Toggle. When set to Yes, indicates the course is certified by an accrediting organization. The State Regulatory Board or Association's Board certifies a course for a certain length of time.

CE Credits

To add CE Credits to a course code:

1. From the Course Codes screen, select CE Credits from the contextual menu in the grid for the course you would like to add CE Credits to.
   
   The CE Credits screen displays.
   
2. To add a new CE Credit, select New CE Credit at the top right of the screen.
   The Add CE Credits screen displays.
   
3. Select the CE Credit Type from the drop-down.
4. Select or enter the number of Credits Allowed.
5. Click Save to save your new CE Credit and return to the CE Credits screen.

Screen Element	Description
Type	Drop-down. The type of Continuing Education credit. If CE Type Codes are being defined by state, the code should be defined as a combination of State Code and CE Credit Type Code. For example, CACEU for a CEU in California.
Credits Allowed	Text box. The number of credits allowed for the CE type for the course.

Associate Products

To associate products with a course code:

1. From the Course Codes screen, select Associate Products from the contextual menu in the grid for the course to which you would like to associate products.
   
   The Associated Products screen displays.
   
2. To add a new associated product, select New Associated Product from the upper right corner of the screen.
   The Add Associated Products search screen displays.
   
3. Enter your search criteria for the product you would like to associate, then select Find Product.
4. Locate the correct product in the search results, then select Add.
   
5. Once you have completed adding your products, select Add Products.
   
   The selected products are added to the grid on the Associated Products screen.
6. Once you have associated products, you can choose to Disassociate Product or Refresh CE Credits from the contextual menu in the grid.
   

Screen Element	Description
New Associated Product	Button. When clicked, the Add Associated Products search screen displays. Select a product to associate to the course. A products can only be associated with one course. If you try to associate a product with another course, a message will display asking if you want to disassociate the product from the previous course.
Disassociate Product	Menu option. When selected, the corresponding product is disassociated with the course.
Refresh CE Credits	Menu option. When selected, the system deletes all the records in the Product_Education_CE table for the selected product and recreates records from the TRN_Course_CE table.