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:
- Go to .
- Click the Edit button. The Edit-Course Provider page opens.
- Edit the fields in the Provider Information section as described in the table below:
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. - Edit the fields in the Primary Contact Information section as described in the table below:
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. - Edit the fields in the General Information section as described in the table below:
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 -
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. |