Open topic with navigation

Setting up a Certification Program

The process for setting up an Application Program, Certification Program, and Re-certification Program is the same. After you add the basic program information, the Program Profile will contain all of the relevant information, including the program code, program description, designation earned after completing the program, and certification term.

The Program Profile child form tabs allow you to add Fees, Notes, and associate Exam Events and Course Sessions with the program. You can also Enroll Customers into a program from the Program Profile.

To add a certification application:

1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click Certification.
2. On the Certification / Overview page, click Add Certification Program.



3. Expand the Merchant Account drop-down menu and select the Merchant Account this Certification Program will be tied to.
4. Enter the Program Code.
5. Expand the Program Type drop-down menu and select the Certification option.

Tip: To create a Recertification Program, select Recertification from the Program Type drop-down  menu.

6. Enter the Program Name.
7. Enter a Description for the application program.
8. Enter the Product List Order.  This is a numerical value that will dictate where in a list of Certification Programs (in Shopping) this program will appear.
9. Enter the number of months they have to finish the application process in the Term in Months field.
10. If a designation will be award upon completion of the application program, select the Award Designation check box and enter the acronym for the designation in the Program Designation field.

Note: This designation will be awarded to the customer upon certification. It can then be displayed on badges, cards, and invoices.

11. If this program is for members only, select the Members Only check box.
12. Expand the Renewal Certification Program drop-down list and select the Certification Program.

Tip: If a renewal program has not been set up yet, you can go to the Certification Profile, click the Edit button and select the Renewal Cert. Program there.

13. Enter any keywords that will allow individuals to search for this certification program on eWeb.



14. Select the Inactive check box to prevent this Certification Program from displaying on the list of active Certification Programs.
15. Enter the Available From and Available To dates, if applicable.
16. Enter the Show as New From and Show as New To dates, if applicable.
17. Enter the Featured Product From and Feature Product To dates, if applicable.
18. Click the Save button. This creates the Certification Program Profile.