Table of Contents
OVERVIEW ..................................................................................................................... 1
GLOSSARY ..................................................................................................................... 1
ABOUT AWARDS ............................................................................................................. 3
ABOUT EDUCATION ITEMS ................................................................................................ 5 Education Item Types ............................................................................................................. 6 Education Item Prerequisites ................................................................................................ 6 Education Item Credits and Credit Categories ..................................................................... 7
ABOUT EDUCATION ACTIVITIES ......................................................................................... 8
Viewing Education Activity Records ...................................................................................... 9 Viewing All Education Activities ........................................................................................ 9 Viewing Related Education Activities in the Customer Record .................................... 10
Education Activity Records and Related Credits .................................................... 11
PREPARING TO SET UP PROFESSIONAL DEVELOPMENT ........................................................ 12 Education Item Requirements ............................................................................................. 12 Awards ................................................................................................................................... 13 Tracks ( or Paths ) for Achieving an Award ........................................................................... 13 Track Requirements for Achieving an Award ..................................................................... 14 Requirements for Maintaining an Award ( Renewal ) ......................................................... 15
PRELIMINARY SETUP REQUIREMENTS ............................................................................... 16 Renew Award Product .......................................................................................................... 16 Credit Categories ( pa _ CreditCategory ) ............................................................................... 17 Education Item Types ( pa _ EducationItem . pa _ EdItemType ) .............................................. 17 Track Requirement Types ( pa _ TrackRequirement . pa _ ReqType ) ...................................... 17 Award Renewal Requirement Types ( pa _ AwardRenewalReq . pa _ ReqType ) .................... 18 Education Items .................................................................................................................... 18
CREATING
AN AWARD PRODUCT ..................................................................................... 18