Participants Tab

A Participant is an individual who is enrolled in your Certification Program. Use the participants child form on the certification program profile to view the participants in your certification program. Certification Program participants are added using the Add Participant Wizard when you click on the Add Participant Wizard icon in the Actions Bar. After a participant has been added to a program, that participant appears in the participants child form. The Participants Tab on the Certification Program Profile contains one child form to add and list participant information.

This topic covers the Participants Tab on the Certification Program Profile and how to use the participants child form.

On child forms, you can see several icons that perform various actions when you click them. They are:

Icons Actions
Classic UI Current UI  
expand/close icon to expand or close a child form.
goto record icon to view that record's profile page.
add icon to add a new record to the child form.
edit icon to edit a record on the child form.
delete icon to delete a record on the child form.
grandchild form icon to expand or close a grandchild form.
  new window icon to open a child form in a new window.
  more info icon to see more information about the a record on the child form.
  linked headings to sort the records.
  refresh the data in the form.
  export the data to a quick report for download.

Participants Child Form

Each participant that has been enrolled in your Certification Program is displayed on the participants child form. For every participant, the following is displayed:

  • Participant Name
  • Status - Status states are set-up in Certification Setup
  • Enrollment Date - The date the participant enrolled in the Certification Program
  • Certification Date - The date the participant completed the Certification Program
  • Effective Date - The effective date of the participant's official Certification
  • Expiration Date - The expiration date of the participant's Certification before he/she must be re-certified - if applicable