Creating an Education Item
After outlining your Education Item requirements create Education Item records for each . To create an Education Item , navigate to the Education work area > Education Settings > Education Items to open a list of existing records . Select New on the Tool Bar to open a new Education Item form .
On the General tab , complete the following fields :
• Name – Enter a short descriptive name
• Item Code – Enter a very short code and avoid special characters other than a hyphen or underscore .
• Item Type – Use the dropdown to select the Item Type . Options include :
• 1 - Application
• 2 - Course
• 3 - Documentation
• 4 - Fee
• Default Credit Status – Select the default Education Activity status for this Education Item : Enrolled or Passed .
• Maximum Credit – Optional . Enter the maximum number of credits a participant can acquire for this Education Item , if any .
• Prerequisites Are Orring – Defaults to No . If this Education Item has prerequisites for enrolling , leave the default value = No if the participant must fulfill all prerequisites before enrolling in this Education Item . Change to Yes if the participant only needs to fulfill one prerequisite before enrolling in this Education Item .
• Award – If fulfillment of this Education Item results in achievement of an Award , without regard to the Award Tracks and Track Requirements , use the lookup to select the Award . This is only used for very simple Award setups and is not recommended .
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