Activity record for the session course , using the meeting session transaction date as the Activity Date in the system created Education Activity record .
Note If the Education Item has a prerequisite Education Item , the registrant will not be allowed to register for the session unless they have a fulfilled Education Activity for the prerequisite Education Item .
If the Education Item has a prerequisite Award , the registrant will not be allowed to register for the session unless they have achieved the prerequisite Award .
Education Activities , Transactions and Processes
This section describes Professional Designations , Education Activities as the basis for enrollment in an Award , and the transactions and processes you will use to update the professional development information for customers in your database .
Professional Designations
Based on the Award setup ( Is Designation = Yes ), when a contact achieves an Award , UX 365 updates the contact Professional Designation field in the contact ’ s record . If a contact has achieved multiple Awards , Award setup sequence determines the order in which the Professional Designations appears . If the contact achieves an Award where the Professional Designation replaces another Professional Designation , as defined in the Award setup , UX 365 replaces the designated Professional Designation .
Similarly , if an Award is terminated through the Award Termination Process , UX 365 clears that Professional Designation from the contact record . If a Current Award Renewal is later reinstated , UX 365 re-evaluates the Education Activities and updates the Professional Designation accordingly .
Education Activities that Initiate Award Enrollment
Enrollment in an Award and tracking a customer ’ s requirements and progress toward achieving that Award requires an Education Activity record that fulfills at least one Award Track Requirement .
You can create an Education Activity record for a participant in three ways :
1 . Manually in the account or contact record 2 . Purchase of a product sales item via an invoice transaction 3 . Register for a meeting session via an invoice transaction
Creating Education Activities Manually
To access Education Activity records for a contact or an account , open the customer record and select the Related tab to view a list of related records . In Related – Education , select Education Activities to open the Education Activities Associated View .
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