Overview
Professional Development in UX 365 meets the needs of a full spectrum of client requirements – everything from simply tracking the Education Activities of an account or a contact record to managing requirements for achieving and renewing even the most complex certification / accreditation award scenarios .
Regardless of the complexity of your Professional Development requirements , Protech works closely with you to identify your needs and the framework for setting up UX 365 to meet those needs .
NOTE
For clients upgrading from UX 8 to UX 365 , please validate data migration requirements as the schema for UX 365 differs from the schema in UX 8 . For example , the UX 8 Education History entity was deprecated , including all related fields ( such as pa _ score ). If a UX 8 customer has data in a deprecated field where there is no corresponding field in UX 365 , a custom field and form may be required to support data migration .
Glossary
• Award – Setup component that defines the Award name , code , renewal method , ( calendar or anniversary ); credits required for renewal , if any ; professional designation , if any ; whether an invoice is required for renewal and , if so , the renew / recert award product setup that manages GL detail and pricing for awards requiring an invoice for renewal .
• Award Track – Setup component of an Award that defines the name and code of a path toward achieving a particular award . You can have multiple tracks , or paths , toward achieving a particular award . An Award must have at least one track .
• Award Renewal – Record created by UX 365 when an award is achieved and when an award is renewed . Tracks the award cycle , renewal status , etc . A new record is created for each renewal cycle .
• Award Track Requirement – Setup component of a Track that defines the education items and credit requirements that must be satisfied to fulfill an award track and earn an Award . You can have multiple requirements per track , but you must have at least one .
• Award Renewal Requirement – Setup component of an Award that defines education item and credit requirements , if any , that must be satisfied to renew / recertify ( maintain ) an existing award . Not required for permanent Awards that have no renewal requirements or Fee only Awards that only require payment of a renewal invoice .
• Award Renewal Status – Record created by UX 365 that tracks the status of each award renewal requirement .
• Credit Category – Setup component that defines the name and code of categories for credits ( i . e ., CEU , CLE , CME , CE , etc .)
• Education Activity – Record created by UX 365 that tracks the status of education items that an account or contact record has engaged in .
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