Open topic with navigation

Editing the Course Provider Profile

Modules>Certification>Course Provider>Find, Query, or Add Provider>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	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.

4. 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.

5. 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	???

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 records, click the individual record you want to return to the input page.