Award Setup
Basic Award Configurations
While the basic components are consistent for all awards , the configuration of those components in setting up an award vary depending on your organization ’ s requirements . There are three basic configurations :
• Fee Only
• Education Only ( also referred to as ‘ CEU Only ’ in this documentation )
• Fee and Education ( also referred to as ‘ Fee and CEU ’ in this documentation )
Outlined below are the award setup highlights for achieving and renewing each basic configuration .
Fee Only
• Award setup
• “ Total Hours Required to Renew = 0 .
• “ Invoice Required for Renewal ” = true ( checked ).
• Award Product = selected the Award product to manage renewal invoice pricing and GL detail .
• Minimum of one Track
• At least one related Track Requirement ( s ).
Note : If your Track ‘# Hours Required ’ is greater than 0 , you will need a minimum of two Track Requirements : one where Type = Credits and another Requirement type where the selected Education Item setup contains credits .
• No Recert / Renewal Requirements are required for this configuration .
Achieving a Fee Only Award requires completion of a Track . This means that the participant fulfills the Credits Hours defined in the Track , if any , and all related Track Requirement ( s ).
Upon first renewal , UX 365 will generate a renewal invoice using prices from the Award product selected . Paying the renewal invoice satisfies the renewal requirements of the award and makes the Award eligible for renewal . Failure to pay the renewal invoice makes the Award subject to the Award Termination Process .
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