Defining Certification Program Requirement Options

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

Once you have added certification program requirements, you can add requirement options. 

You can add requirement options from the contextual menu in the grid on the Requirements tab, or from the Options tab on the Certification Program Summary.

To add a requirement option:

1. From the Options tab on the Certification Program Summary, select +New Option.
   -OR-
   From the contextual menu in the grid on the Requirements tab, select Add Options.
2. The Add Option page displays, as shown below.
   
3. In the Option Details section, perform the following:
   1. Select the Requirement from the drop-down.
   2. 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.
   3. Enter the Option Description.
4. The fields available in the Option Type section will depend on the selection in the Option Type drop-down. The options available to add are populated based on the fixed codes defined for the CRT "REQUIREMENT_TYPE" system type and by default include:
   1. Continuing Education
      Because the requirement type = CE, the CE credits must be earned between the registration date and the process expiration date (i.e., Trn_Cus_Transcript.CE_CREDIT_DATE must fall between Crt_Cus_Certification. REGISTRATION_DATE and (Crt_Cus_Certification.PROCESS_GRACE_DATE if not null otherwise Crt_Cus_Certification.PROCESS_EXP_DATE)). 
      1. Select the Credit Type from the drop-down.
         Values are populated based on the non-fixed codes defined for the TRN "CE_CREDIT_TYPE" system type.
      2. Enter the No of Credits required.
   2. Certification
      1. 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.
   3. Course
      1. Search for and select the appropriate transcript Course.
   4. Course Type
      
      1. Select the Course Type from the drop-down.
         Values are populated based on the non-fixed TRN "COURSE_TYPE" system type.
   5. Exam
      1. Search for and select the appropriate transcript Exam.
      2. Select the Grade from the drop-down.
         Values are populated based on the non-fixed TRN "GRADE" system type.
   6. Miscellaneous
      1. If necessary, enter any Comments.
   7. Product
      When a certification requirement is defined as being met based on the purchase of the product when the product is not a meeting, course, or exam (i.e., when the product is not a product with a subsystem of MTG and a product type of ‘M’,’S’,’COURSE’,’EXAMPROCT’), the system will update the requirement as met if the order line is active and the Order_Detail.ORDER_DATE falls within the certification registration date and the certification process grace date if not null; otherwise, if certification process grace date is null, then certification process expiration date. Please note that MTG products with a product type of EXAMPROD is evaluated based on Order_Detail.ORDER_DATE. If the requirement is a meeting, course, or exam product (i.e., when the product is a MTG product with a product type of ‘M’,’S’,’COURSE’,’EXAMPROCT’), the system will update the requirement as met if the order line is active and the Mtg_Product.START_DATE or END_DATE falls within the certification registration date and (the certification process grace date if not null; else if certification process grace date is null, then certification process expiration date) and Order_Detail.ATTENDANCE_FLAG = Y.
      1. Search for and select the appropriate Product.
   8. Transcript
      1. Search for and select the appropriate Transcript Program.
5. The Requirement Option Met On method defaults based on the option selected for the Option Type. Change this if necessary.
   Values in the drop-down are populated based on the fixed codes defined for the CRT "REQUIREMENT_MET" system type.
6. Select Save to save your option and return to the Options page, or select Save and Add Another to save your option and continue adding additional options.