Adding Transcript Program Participants – Web Client Help Center

From the Participants tab on the Transcript Program Summary, staff can add participants to the transcript program.

To add a program participant:

From the Transcript Program Summary, select the Participants tab.
Select +Add Program Participant.
The Add Participant page displays, as shown below.
Search for and select a Customer to add as a participant.
Enter the Sub-Program name.
Select the CE Credit Type from the drop-down.
Enter the number of CE Credits earned.
Select the CE Credit Date.
Select the Grade Code needed to receive credit.
If necessary, select the Pass Fail code.
Enter the Test Version.
Enter any Comments.
Select Save to save your changes and return to the Participants tab.

Screen Element	Description
Customer	Search field. The customer that is a participant for the transcript program.
Sub-Program	Text box. The sub-program the participant is in.
Credit Type	Drop-down. The Continuing Education credit type that will be awarded to the participant upon completion of the program. Values are populated based on the non-fixed codes defined for the TRN "CE_CREDIT_TYPE" system type.
Credits	Text box. The number of credits that will be awarded to the participant upon completion of the program.
Credit Date	Drop-down. Continuing Education credits will not be awarded after this date.
Grade Code	Drop-down. The grade that the participant must achieve to receive credit. Values are populated based on the non-fixed codes defined for the TRN "GRADE" system type.
Pass Fail	Drop-down. Indicates whether or not the customer passed or failed. Values in the drop-down are populated based on the codes defined for the non-fixed codes defined for the TRN "PASS_FAIL" system type.
Test Version	Test box. The version number of the test.
Comments	Test box. A free-form field to enter any comments about the participant or transcript record.