Transcript Program Detail Paige Freeman August 01, 2023 15:41 Updated The Transcript Detail tab on the Transcript Program Summary allows you to modify the selections that were made during the approved or ad-hoc transcript program creation. To modify the options on this page, select the edit pencil to open the fields for edit. The fields available on this page will differ depending on the selected transcript type (approved or ad-hoc). For more information on the fields available on this page, please see the tables below. Approved Transcripts Screen Element Description Program Text box. A unique code for the transcript program. This ID is system-generated, but it can be changed. The system-generated number is in a TRNxxxxx format, where the x’s are replaced with the next sequential number. For example, TRN00001 is the first generated number. Program Title Text box. The title or long name for the transcript program. Begin Date Drop-down. The start date for the transcript program. Transcript records cannot be uploaded or created for this program unless the transcript activity date is within the date range for the transcript program availability. End Date Drop-down. The end date for the transcript program. If this date is changed, only new transcript records are affected. Transcript records cannot be uploaded or created for this program unless the transcript activity date is within the date range for the transcript program availability. Program Information Sponsor Search field. When the Advanced button is selected, the Customer Chooser screen displays. Search for a sponsor for the transcript program. You can also enter the sponsor’s name in the Sponsor if the sponsor is not in the database. This is for informational purposes only and does not display on the transcript. Sponsor Name Text box. You can enter the sponsor’s name if the sponsor is not in the database. This is for informational purposes only and does not display on the transcript. Joint Sponsor Search field. When the Advanced button is selected, the Customer Chooser screen displays. Search for a joint sponsor for the transcript program. Joint Sponsor Name Text box. You can enter the joint sponsor’s name if the joint sponsor is not in the database. This is for informational purposes only and does not display on the transcript. Location Search field. When the Advanced button is selected, the Customer Chooser screen displays. Search for a location for the transcript program. Location Name You can enter the location name if the location is not in the database. This is for informational purposes only and does not display on the transcript. Activity Type Drop-down. The secondary classification code describing the transcript program. For example, Lecture or Meeting. Values are populated based on the non-fixed TRN "ACTIVITY_TYPE" system type. Content Type Drop-down. An optional user-defined system code characterizing the content of the transcript program. For example, Credit, Exam, or Program. Values are populated based on the non-fixed TRN "CONTENT_TYPE" system type. Passing Grade Drop-down. The passing grade for the transcript program. This value is used by the updated program to determine who should receive credit. If participation in the program is graded, the value entered here governs the grade that must be achieved for participation. Values are populated based on the non-fixed TRN "GRADE" system type. Numeric values assigned to grade codes in the Option 1 field are evaluated by the system to determine grades that are higher than the minimum required passing grade. For example, A (90+) would be given an Option 1 of "90". Whereas, D (60-69) would be given an Option 1 of "60". Related Associated Product Related Associated Product Type Drop-down. Select the associated product, course, or exam for the transcript program. The program will automatically validate that the customer requesting credit has purchased the product. Options include: Course – search for an associated Course Exam – search for an associated Exam. Also select a Test (subtest or answer sheet) None – no product is associated with the transcript program Product – search for an associated Product. The product cannot be expired. Values are populated based on the non-fixed codes defined for the TRN "RELATED_PRODUCT_TYPE" system type. Record CE on Purchase Toggle. When set to YES, indicates the order line is activated and customers receive CE credit when they purchase the product. If this toggle is set to YES and a product is linked to a transcript program, the Transcript Link field is set to “Purchase” and cannot be changed. When set to NO, customers do not automatically receive CE credit when they purchase the product. Instead, customers must achieve the minimal grade defined with the program or attend a conference to receive credit. Include Sub-Products Toggle. When set to YES, customers who will receive CE credit for the product defined for the transcript program will also receive credit for any subproducts of that product. For example, if a meeting is defined as the product for the transcript program and this toggle is set to YES, then the customer will receive a transcript record for attending any sessions of that meeting as well. Ad-Hoc Transcripts Screen Element Description Program Text box. A unique code for the transcript program. This ID is system-generated, but it can be changed. The system-generated number is in a TRNxxxxx format, where the x’s are replaced with the next sequential number. For example, TRN00001 is the first generated number. Program Title Text box. The title or long name for the transcript program. Begin Date Drop-down. The start date for the transcript program. Transcript records cannot be uploaded or created for this program unless the transcript activity date is within the date range for the transcript program availability. End Date Drop-down. The end date for the transcript program. If this date is changed, only new transcript records are affected. Transcript records cannot be uploaded or created for this program unless the transcript activity date is within the date range for the transcript program availability. Program Information Sponsor Name Text box. A free-form field to enter the name of the default sponsor for the transcript program. Since an ad-hoc transcript is used for external activities, no lookup is provided. Joint Sponsor Name Text box. A free-form field to enter the name of the default joint sponsor for the transcript program. Since an ad-hoc transcript is used for external activities, no lookup is provided. Location Name Text box. A free-form field to enter the default location for the transcript program. Since an ad-hoc transcript is used for external activities, no lookup is provided. Activity Type Drop-down. The secondary classification code describing the transcript program. For example, Lecture or Meeting. Values are populated based on the non-fixed TRN "ACTIVITY_TYPE" system type. Content Type Drop-down. An optional user-defined system code characterizing the content of the transcript program. For example, Credit, Exam, or Program. Values are populated based on the non-fixed TRN "CONTENT_TYPE" system type.