Creating an Ad-Hoc Transcript Program – Web Client Help Center

The Ad-Hoc Transcript Program Definition screen is used to enter an unapproved transcript program on-the-fly. This is used so credit can be given for transcript activities external to the system.

For example, medical societies need an entry saying that the member attended a course sponsored by another institution.

To create an ad-hoc transcript program:

From the left navigation Education menu or from Education Central, select Manage Ad-Hoc Transcripts.
The Manage Ad-Hoc Transcripts page displays, as shown below.
Select +New Ad-Hoc Transcript.
The Add Ad-Hoc Transcript page displays, as shown below.
If necessary, change the Program ID.
The Program ID supports the inclusion of a dash and underscore. Spaces are not supported.
Enter the Program Title.
Enter the Begin Date of the transcript program.
If necessary, enter an End Date for the transcript program.
From the Program Information section, perform the following:
1. Enter a Sponsor Name.
2. Enter a Joint Sponsor Name.
3. Enter a Location Name.
4. Select the Activity Type from the drop-down.
5. Select the Content Type from the drop-down.
Select Save to save your ad-hoc transcript program and open the Transcript Program Summary.
1. From the Transcript Program Summary, you can continue to add CE Credits and Participants.

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.