Requirements Tab
The requirement group is a list of conditions (certification requirements) that an individual must meet in order to qualify for certification. Using the Requirements tab, you can specify the courses, CEU credits, applications, exams and so forth that are required in order for certification to be granted. The Requirements Tab on the Certification Program Profile contains one child form to add and list certification requirements.
This topic covers the Requirements Tab on the Certification Program Profile and how to use the requirements child form.
On child forms, you can see several icons that perform various actions when you click them. They are:
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expand/close icon to expand or close a child form. |
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goto record icon to view that record's profile page. |
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add icon to add a new record to the child form. |
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edit icon to edit a record on the child form. |
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delete icon to delete a record on the child form. |
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grandchild form icon to expand or close a grandchild form. |
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new window icon to open a child form in a new window. | |
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more info icon to see more information about the a record on the child form. | |
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linked headings to sort the records. | |
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refresh the data in the form. | |
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export the data to a quick report for download. | |
Requirements Child Form
Use the Requirements child form to define what type of requirements an individual must full fill to earn a certification, such as number of CEUs or specific courses. To add a requirement, follow the steps below:
- Go to Modules>Certification > Program Mgmt > Find, Query, or Add Certification Program > Certification Program Profile > Requirements Tab
- On the requirements child form, click the Add button. The Add - Certification Requirements page appears.
- Enter information in the fields as described in the table below. Depending on the value you choose in the type field, you see some fields but not others. You never see all of the fields listed below.
Field Name Required Description type Required TBD course Required If you choose course as a type, the course drop-down appears so that you may select the course that is required (or that may be completed if your program is hours-based) as part as the certification program. exam Required If you choose exam as a type, the exam drop-down appears so that you may select the exam that is required as part as the certification program. required? Optional If the requirement is required, select the required check box. You may have a program that requires a certain amount of hours for certification, for example, so certain courses are not required but suggested to meet hourly conditions. order Optional TBD description Optional TBD no. of credits Optional If you choose CEU as a type, the no. of credits field appears so you can enter the number of CEU credits required. credit type Optional If you choose CEU as a type, the credit type drop-down appears so you can select the type of CEUs required. country Optional If your requirement is geographically-based, enter the country where it is valid.
state/territory Optional If your requirement is geographically-based, enter the state where it is valid. For example, some legal or medical certifications are valid in one state but not another.
region Optional If your requirement is geographically-based, enter the region where it is valid. - Click the Save button to save your changes and return to the Certification Program Profile. Click the Cancel button to return to the Certification Program Profile without saving your changes.
When requiring CEU credits for certification, be aware that two system options need to be considered:
- CalculateCEUMethod — This will track which credits count towards a certification program. Values include: During Certification Term, Include Prior Credits, Manually Assign, No Certification Required
- CalculateCEUIncludeSelfReported — This will track whether to include Self Report Credits in the calculation for the number of CEUs required in a certification program. This defaults to unchecked.
For more information, view the topic on Generating CEU Credits.