Certifications Overview

Certifications track transcripts and other information against a defined set of requirements for that certification. Certifications work in tandem with Transcripts, along with links to other product and demographic areas in the system.

Creating a course, exam, or geographic mapping is done in the Transcripts system.

Certifications can include a set of courses and requirements, and the certifications can share courses with other certification programs. Requirements may be based on demographic information (for example, five years experience as a CEO) or upon completion of courses or exams.

Since many groups charge for enrollment in certification programs, the certifications are defined as products so they can be incorporated in the Order Entry system and combined with other products.

The certification process initiates when a customer orders a product or registers for a program. You can define a list of transcript programs and certification requirements. You can define a certification product if a charge exists for the certification process. An individual member’s progress is tracked against the requirements. The appropriate certification is generated for the member.

Some associations will have a certification that once received, will continue forever. Others have formal recertification to renew the credentials so the system has to support both a normal certification process as well as a recertification process.

Certification requirements can be demographic-based (member for 5 years or 5 years out of college) to education-based (must have a college degree and pass some number of certification related courses) to a wide variety of other things.

The following flow chart shows the Certification setup process:

The following flow chart shows how constituents complete the Certification Registration process: