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Defining Certification Program Requirements

Paige Freeman
  • Updated

Access to this page is defined by Education.Certification application security.

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. The system 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, the Certification Expiration Date will be updated to the new membership Cycle End Date.

To define requirements:

  1. From the Certification Program Summary, select the Requirements tab.
    The Certification Requirements List page displays, as shown below.
  2. Select +New Certification Requirement.
    The Add Requirement Details page displays, as shown below.
  3. Enter a Requirement ID and Description.
  4. Enter the number of options that must be completed to fulfill the requirement in the Number of Options Needed field.
  5. By default, the requirement begin date defaults to today. If necessary, select a different Valid Between begin date from the first date chooser.
  6. If necessary, select the date in which the requirement is no longer valid from the second Valid Between date chooser.
  7. Select Save. 
    The requirement is added to the Certification Requirement List. The next step is to add requirement options. You can select Add Options from the contextual menu in the grid, or you can add options from the Options tab on the Certification Program Summary.