• Designation Sequence – If achieving this Award updates a contact ’ s designation , you can enter a numeric value to determine the sequence that this designation is displayed in the Professional Designation field on the contact ' s record . If you do not set up a designation sequence for your certification awards , and your organization offers multiple certification awards for contacts , designations will appear in the Professional Designation field in the order they are achieved .
Note If you use the Designation Sequence , a sequence number must be entered in all award setups .
• Replace Designation – If this designation should replace a prior designation , then enter the designation that should be replaced . If this designation should not replace any other designation , leave this field blank .
• Membership Required – If a participant must be a member of your organization to achieve the Award , click Yes . If you select Yes , the system will verify a participant ' s membership status before creating a new award or renewing an existing award .
• Permanent – If this Award should be a lifetime Award , not requiring periodic renewal , click Yes .
• Number of Months – Enter the number of months for the Award cycle ( i . e ., enter 12 for 1 year ; 24 for two years , etc .)
• Cycle Method – Select Anniversary or Calendar
• Anniversary Month – If the Cycle Method = Anniversary , select Current Month , Next Month , or Cut Off Day .
• Anniversary Cut Off Day – If the Cycle Method = Anniversary and the Anniversary Month = Cut Off Day , enter the day of the month where the cycle start date should roll to the beginning of the next month . For example , if Anniversary Cut Off Day = 15 , the Cycle Start Date for customers that earn the award between the 1st and the 14th day of the month will be the 1st of the Awarded On month . If customers earn the award on the 15th through the last day of the Awarded On month , the Cycle Start Date will be the 1st of the next month . If Anniversary Cut Off Day = 31 , the Cycle Start Date will always be the 1st of the Awarded On month .
• Calendar Month – If Cycle Method = Calendar , select the month of the year when the Award Cycle will begin .
• Calendar Cut Off Month – If Cycle Method = Calendar , select a Picklist value that manages the cut off month for the selected default cycle start date month . This allows you to configure your system to advance the cycle start date based on the Awarded On date and Cut Off Month selected . For example , if the Calendar Month = January , you can select October as the cut off month . The Cycle Start Date for contacts that earn the award between October 1 and December 31 will be advanced to January 1 of the next calendar year . If the Calendar Month = January and you select None as the cut off month , the Cycle Start Date for contacts that earn the award at any time between January 1 and December 31 will be January 1 of the current calendar year .
• Total Credits Required to Renew – If Credits are required for renewal , enter the number of credits required .
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