Updating Certification Registration Information

Staff can view and update Certification Registration Information after customer registration from the Registration Summary.

To update registration information, from the Registration Summary, select the edit pencil to open the fields for edit.

For more information on the the fields available on this page, see the table below.

Screen Element	Description
Certification Type	Drop-down. The type of certification. For example, Certification or Recertification.
Certification Program	Drop-down. Select a certification program associated with the customer. The options on this field are determined by your selection in the Certification Type drop-down.
Certification Status / Certification Status Date	Drop-down. The status of the certification program for the customer. Values in the drop-down are populated based on the fixed codes defined for the CRT "CERTIFICATION_STATUS" system type. The date the status was last modified changes automatically. If your organization requires an application process, this field should be set to “Under Review.” When set to Pending, the system automatically calculates the Process Grace Date if the certification grace months is greater than zero. 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.
Tracking Dates
Application Date	Drop-down. The date the certification registration was created. This date is not visible on the certification requirement record. If the organization does not require that certification program registrants first be approved to participate in the program, then this date will be the same as the Registration Date.
Registration Date	Drop-down. The first day the certification registrant can begin to complete all requirements for the certification. Requirements cannot be created until this date is populated.
Process Grace Date	Read-only. Based on the expiration date, this date provides grace months after the expiration date to complete the certification requirements. This date populates automatically based on the Certification Program selected.
Process Expiration Date	Read-only. This is the date by which the registrant must complete all requirements for the certification. This date populates automatically based on the Certification Program selected.
Certification Completion
Completion Date	Read-only. The date the certification was completed by the customer. This date populates automatically based on the Certification Program selected.
Certification Expiration Date	Read-only. The expiration date for the certification. This is the date the certified customer's certification expires. This date populates automatically based on the Certification Program selected. When a requirement(s) is met for a recertification, assuming that the customer has a current certification, the expiration date of the recertification certification is set to the expiration date of the current certification plus the amount of time defined as the length of the certification. If the customer's certification is expired, then the recertification expiration date is “X” days from the completion of the requirements.
Approved By	Read-only. The customer who approved the completed certification program. This customer name populates automatically based on the Certification Program selected.
Certification Number	Text box. An optional user-defined field that holds either a certificate number generated by the organization or a license number assigned to the customer being certified.
Certify	Toggle. This option only becomes available if: The Mark Completion Manually toggle is set to YES for the selected certification program, AND The requirements for the certification have all been completed Once the criteria have been met, this option becomes available for staff to manually mark the certification as complete.
Reverse Certification	Toggle. This toggle is only enabled once the Certification Status is marked as Completed. Setting this toggle to YES will change the status back to Pending.
Modify Completion Date	Toggle. When set to YES, allows staff to manually update the certification Completion Date.  The last requirement which made the certification complete is the one that the system considers to be the certification completion date. Therefore, if the requirements are met, then it is considered that the last one that gets completed will be the most recent. If you manually update the requirements and manually set the completion dates on the requirements, please keep in mind that you should update the most recent one as the final requirement. If you need to manually update the certification completion date by using the Modify Completion Date toggle, please ensure it is after the registration date or same as registration date.
Recertification Control
Recertification Program	Read-only. If a recertification program was selected from the Recertification section on the Certification Definition screen, that program displays here. For more information, please see Defining a Certification Program.
Grace Months	Read-only. If the certification program was defined with a certain number of grace months, that number displays here.
Automatically Create Recertification Program	Read-only. If the certification program was defined to automatically register the customer for the defined recertification program, this toggle will be set to YES.