Adding a Transcript to a Constituent Paige Freeman August 01, 2023 16:25 Updated To add a transcript to a constituent: From the Constituent Summary, select Transcripts from the Education tab.The Transcripts page displays, as shown below. Select +Add New Transcript. The Add New Transcript page displays, as shown below. Search for and select the appropriate Transcript program. If necessary, enter the Sub-Program. If necessary, select the CE Credit Type and/or enter the CE Credits. Select a CE Credit Date. If necessary, select the Grade Code. If necessary, select the Pass Fail code. If necessary, search for and select the Certification Program. Enter any Comments. Select Save to save your changes and return to the Transcripts page. Screen Element Description Transcript Search field. When the Advanced button is selected, the Transcript Program Chooser is displayed to search for and select an ad-hoc or approved transcript program. Program Title Read-only. The title of the transcript program. Sub-Program Text box. The subprogram of the transcript record. CE Credit Type/CE Credits Drop-down and text box. The Continuing Education credit type and the number of credits earned upon completion. CE Credit Date Drop-down. The date the certification was achieved. The Credit/Certificate Date must be after the Program Dates. Grade Code Drop-down. The grade the customer received on the exam. 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 TRN "PASS_FAIL" system type. Sponsor Read-only. The name of the sponsor for the transcript program. Certification Program Drop-down. As of 7.5.2, the certification program linked to the transcript. This field is for informational purposes. The drop-down is populated with the certification codes from the crt_certification table where the Expiration Date is null or greater than or equal to the system date and Trn_Cus_Transcript.ORG_ID = Crt_Certification.ORG_ID and Trn_Cus_Transcript.ORG_UNIT_ID = Crt_Certification.ORG_UNIT_ID. Comments Text box. A free-form field to enter any comments associated with the transcript program.