Add Provider

Modules > Certification > Course Provider > Add Provider

The course provider is the organization providing the course or courses for your Certification Program. For this reason, the second step in your certification work flow, once you have completed Certification Setup should be to specify your course providers. Course provider information includes Provider Name, ID, contact information, address information, provider type, course acceptance and expiration dates, and approval type (for example, board certified). Also noted are how many times the provider will offer the course (one-time or multiple times). The course might be offered to the public or offered internally, or both.

To add a Course Provider, use the following steps:

  1. Go to Modules > Certification > Course Provider > Add Provider. The Add-Course Provider page opens.
  2. Fill in the fields in the Provider Information section according to the descriptions in the table below:
    3. Field Name Required Description
    id Optional Enter a unique identifier for categorization and reporting purposes. This id is created by you according to your business rules.
    acceptance date Optional Enter the date that the course provider becomes active.
    expiration date Optional Enter the date that the course provider becomes inactive. You may periodically want to review the courses your provider offers for your certification programs.
    provider type Optional Select the kind of provider this is such as a Corporation, University, or Hospital.
    org name Required Enter the organization or business that is providing the course, education, or training.
    address Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    phone Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    fax Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    email Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    url Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
  3. Fill in the fields in the Primary Contact Information section according to the descriptions in the table below:
    4. Field Name Required Description
    name Optional The name of the primary contact for the organization specified as the course provider. This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    address Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    phone Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    fax Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    e-mail Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
    url Optional This information comes from the organization profile once you enter an organization. If you change the information here, the information also changes for the organization in CRM.
  4. Fill in the fields in the General Information section according to the descriptions in the table below:
    5. Field Name Required Description
    approve type Optional Select the type of person who has course approval - Board of Directors, Constituents, etc.
    electronic reporting? Optional Select this check box if there is electronic reporting for this course.
    presentation Optional Select the number of times the course will be presented, one time or multiple times.
    electronic reporting by? Optional Enter the name of the entity that will do the electronic reporting.
    public/internal Optional Select public or internal.
    electronic reporting date Optional Enter or select the date that the electronic reporting will occur.
    delivery Optional Select the delivery type of this course. You might choose live, self study, or internet.
    name on agreement Optional Enter the course Provider's name, or the contact name, whichever appears on the agreement with the course registrant.
    ethics approved code Optional TBD
  5. Click the Save button to save the course provider. Click the Cancel button to return to the previous page without saving your changes.

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edit icon to open an edit page for that field.
add icon to add a new record for that field.
look up icon to see a list of record, click the individual record you want to return to the input page.

The second step in your certification work flow, once you have completed Certification Setup is to specify your course providers.