Editing the Course Provider Profile

The Edit button allows you to edit course provider information.

To edit the Course Provider Profile, use the following steps:

  1. Go to Modules>Certification>Course Provider>Find, Query, or Add Provider>Course Provider Profile.
  2. Click the Edit button. The Edit-Course Provider page opens.
  3. Edit the fields in the Provider Information section as described in the table below:
    Field Name RequiredDescription
    idOptionalEnter a unique identifier for categorization and reporting purposes. This id is created by you according to your business rules.
    acceptance dateOptionalEnter the date that the course provider becomes active.
    expiration dateOptionalEnter the date that the course provider becomes inactive. You may periodically want to review the courses your provider offers for your certification programs.
    provider typeOptionalSelect the kind of provider this is such as a Corporation, University, or Hospital.
    org nameRequiredEnter the organization or business that is providing the course, education, or training.
    addressOptionalThis 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.
    phoneOptionalThis 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.
    faxOptionalThis 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.
    emailOptionalThis 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.
    urlOptionalThis 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. Edit the fields in the Primary Contact Information section as described in the table below:
    Field Name RequiredDescription
    nameOptionalThe 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.
    addressOptionalThis 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.
    phoneOptionalThis 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.
    faxOptionalThis 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-mailOptionalThis 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.
    urlOptionalThis 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.
  5. Edit the fields in the General Information section as described in the table below:
    Field Name RequiredDescription
    approve typeOptionalSelect the type of person who has course approval - Board of Directors, Constituents, etc.
    electronic reporting?OptionalSelect this check box if there is electronic reporting for this course.
    presentationOptionalSelect the number of times the course will be presented, one time or multiple times.
    electronic reporting by?OptionalEnter the name of the entity that will do the electronic reporting.
    public/internalOptional Select public or internal.
    electronic reporting dateOptionalEnter or select the date that the electronic reporting will occur.
    deliveryOptionalSelect the delivery type of this course. You might choose live, self study, or internet.
    name on agreementOptionalEnter the course Provider's name, or the contact name, whichever appears on the agreement with the course registrant.
    ethics approved codeOptionalTBD
  6. Click the Save button to save your changes and return to the Course Provider Profile. Click the Delete button to delete the course provider. Click the Cancel button to return to the Course Provider Profile without saving your changes.

Icons

You can use the following icons on the Edit-Course Provider page:

Use this Icon To Perform this Action
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.