CREATING CREDIT CATEGORY RECORDS ............................................................................ 21
CREATING AN EDUCATION ITEM ...................................................................................... 22 Adding Education Item Credits ....................................................................................... 23 Defining Education Item Prerequisites .......................................................................... 24
Copying an Existing Education Item .................................................................................... 26
AWARD SETUP .............................................................................................................. 27
Basic Award Configurations ................................................................................................ 27 Fee Only ............................................................................................................................ 27 Education Only ................................................................................................................. 29 Fee and Education ........................................................................................................... 31
Creating an Award ................................................................................................................ 33
Creating Award Tracks ......................................................................................................... 35
Creating Award Track Requirements ............................................................................. 36 Track Requirement Types 1 – 4 ............................................................................... 38 Track Requirement Type 5 ( Credits ) ....................................................................... 39
Creating Renew / Recert Requirements ............................................................................... 40 Recert Requirement Types 1 – 4 ............................................................................. 41 Requirement Type 5 ( Credits ) .................................................................................. 42
SETTING UP ENROLLMENT VIA PRODUCT SALES ................................................................. 43
SETTING UP ENROLLMENT VIA MEETING SESSIONS ............................................................ 44
EDUCATION ACTIVITIES , TRANSACTIONS AND PROCESSES .................................................... 45 Professional Designations ................................................................................................... 45
Education Activities that Initiate Award Enrollment .......................................................... 45 Creating Education Activities Manually .......................................................................... 45
Updating Education Activity Credit Status .............................................................. 47 Enrolling a Customer for an Education Item Using a Product Sales Transaction ...... 48
Cancelling the Product Sales Transaction .............................................................. 48 Enrolling a Contact for an Education Item Using a Meeting Session Registration ..... 48
Cancelling the Meeting Session Registration ......................................................... 49
Tracking a Customer ’ s Progress toward Achieving an Award .......................................... 49 Track Header and Track Header Details ........................................................................ 49 Eligibility View ................................................................................................................... 51
AWARD RENEWALS ....................................................................................................... 53
Award
Renewal Record Components ................................................................................. 54