Select New Education Activity from the list view Tool Bar to open a new Education Activity record .
On the General tab , complete the following fields :
• Education Item – Use the lookup to select the Education Item for this record .
• Activity Date – Use the calendar to select the date .
• Credit Status – Defaults to ‘ Passed ’ or ‘ Enrolled ’ based on the setup of the Education Item selected .
• Name – Populated by UX 365 based on the Education Item selected . This may be edited .
• Customer – Defaults to the Customer and is locked .
• Sponsored by – Defaults to the customer and may be edited if your organization works with this data .
• Fulfilled – This field is locked and defaults to No on a new record . If the default Credit Status in the Education Item setup = Passed , upon save of the record , UX 365 will update this field to Yes . If the default Credit Status in the Education Item setup <> Passed , upon save of the record , Fulfilled = No , and will not update to Yes until the Credit Status = Passed .
• Status Updated – This field is locked and defaults to No on a new record . When the Education Item Fulfilled = Yes , the record will be captured in the next recurrence of the UX Professional Development System Job and will update the value to Yes .
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