You
must save the product before using this screen.This screen holds information needed by the Transcript and Certification subsystems regarding education information. Any product in Personify can be linked to a Transcript program to give the customer education credits or credits toward certification program requirements. A product can also be linked to a course, a proctored exam, or an Inventoried exam product.
Here you can associate a transcript program with a certification. You can assign continuing education credits based on either the purchase of the product, passing of an exam product, or upon request. Exam information and an exam code can also be specified.
You
must save the product before using this screen.
As of 7.5.0, if a continuing education credit is added to the product and the product has been defined to display on the web, the CE ribbon will display on the top, right of the product image in the product listing and product detail pages on the web, as shown below. Additionally, as of 7.5.1, if CE credits have been defined for the product, the Credits section will display all credits defined for the product. See below for more information.
To add a transcript link:
1. From the
Personify main toolbar, select Products > Product
Central.
The Product Maintenance search screen displays.
2. Click Search to find a product or click Create New Product.
3. From the
Relationships task category, click Related Transcript
Info.
The Transcript Link screen displays, as shown below.
4. Click Add Education Info.
5. To add a transcript link, perform the following:
a. Click the appropriate link and search for a Program ID, Sponsor, Joint Sponsor, or Course Code related to the Certification product.
b. Select the Transcript Link method from the drop-down.
c. If necessary, select the Valid Thru date from the drop-down.
d. Select the Activity Type and Content Type from the drop-down.
e. Select the Passing Grade from the drop-down.
6. To add Continuing Education credits, click Add CE Credit, select the CE Credit Type from the table drop-down, and enter the number of credits in the table field.
7. In the Exam Information section, perform the following:
a. Click the Exam Code link and search for an exam to associate with the Certification product.
b. Select the Exam Type from the drop-down.
c. Click the Proctor link and search for a proctor for the exam.
d. If necessary, check the Generate Exam ID checkbox.
e. If necessary, check the Generate Password checkbox.
8. Click Save.
Screen Element |
Description |
|---|---|
Transcript Link |
|
Add Education Info |
Button. When clicked, the fields are enabled to add educational information to the Certification product. This button disappears when clicked and reappears when “Delete Education Info” is clicked. |
Delete Education Info |
Button. When clicked, the education information is deleted from the Certification product and the fields are disabled. This button disappears when clicked and reappears when “Add Education Info” is clicked. |
Program ID |
Link. The transcript program associated with the Certification product. |
Sponsor |
Link. The sponsor associated with the Certification product. |
Joint Sponsor |
Link. The joint sponsor associated with the Certification product. |
Course Code |
Link. The course code associated with the Certification product. |
Transcript Link |
Drop-down. Select the transcript program type. This is the method by which the transcript will be met. For example, Purchase, Upload, or Manual. This field will default to “Purchase” when the Record CE on Purchase checkbox is checked on the Approved Transcript Program Definition screen. Please see Defining Transcript Programs for more information. |
Valid Thru |
Drop-down. Select the end date for the transcript program. |
Activity Type |
Drop-down. Select the activity type for the transcript program. This is a user-defined field for activity types. For example, Lecture or Meeting. |
Content Type |
Drop-down. Select the content type for the transcript program. For example, Credit, Exam, or Program. |
Passing Grade |
Drop-down. Select the passing grade for the transcript program. If customers do not meet this grade, they do not receive credit for the certification. Please note that if there is a formal exam code associated with the product, that exam code’s passing grade value will take precedence over this one. |
Exam Information |
|
Exam Code |
Link. When clicked, the Transcript Exam Chooser screen displays. Search for and select an exam code. This will link the product with a specific exam code. |
Exam Type |
Drop-down. Select the exam type associated with the product. For example, Certification Exam, Continuing Education Exam, or Final Exam. |
Proctor |
Link. When clicked, the Customer Chooser screen displays. Search for and select a customer that is the proctor for the exam. |
Generate Exam ID |
Checkbox. Some test centers require that exam IDs be assigned to all copies of the exam. When checked, when an order line is created for the product for which an education record is being created, the system automatically generates an exam ID that can then be changed by the user. |
Generate Password |
Checkbox. Some test centers require that the exam also come with a password. When checked, when an order line is created for the product for which an education record is being created, the system automatically generates an exam password that can then be changed by the user. The system will generate a random series of numbers and letters 6 characters in length. |
Continuing Education Credits |
|
Add CE Credit |
Button. When clicked, a new row is added to the table to add CE credits associated with the product. |
Delete CE Credit |
Button. When clicked, the highlighted row from the table is deleted. |
CE Credit Type |
Table drop-down. Select the type of CE credit. The credits added here are assigned to a customer who purchases the product. Values in the drop-down are populated based on the codes defined for the non-fixed TRN "CE_CREDIT_TYPE" system type.
As of 7.5.0, if a continuing education credit is added to the product and the product has been defined to display on the web, the CE ribbon will display on the top, right of the product image in the product listing and product detail pages on the web, as shown below.
Please note that only one CE credit type ribbon and amount will be displayed on the top, right of the product image. The CE credit type to be displayed will be selected based on the lowest Display Order of the codes defined for the non-fixed TRN "CE_CREDIT_TYPE" system type. For example, if the "CEU" code defined for the "CE_CREDIT_TYPE" system type has a display order of "0" and the "CLE" code has a display order of "1", and both credits have been defined for the product, the CEU credit will display on the top, right of the product image on the web.
If more than one CE credit type exists with the lowest display order (e.g., "CEU" and "CLE" both have a display order of "0"), then the CE credit type will be selected based on alphabetic sort in ascending order. The following code is used to select the CE credit:
Select Top 1 App_Code.CODE + “ “ + Product_Education.CE_CREDITS From App_Code, Product_Education Where App_Code.TYPE = ‘CE_CREDIT_TYPE’ And App_Code.SUBSYSTEM = ‘TRN’ And App_Code.ACTIVE_FLAG = ‘Y’ And App_Code.AVAILABLE_TO_WEB_FLAG = ‘Y’ And App_Code.CODE = Product_Education_CE.CE_CREDIT_TYPE_CODE Order by App_Code.DISPLAY_ORDER, App_Code.CODE
As of 7.5.1, additional CE credits defined for the product will display in the Credits section, as highlighted below.
|
CE Credits |
Table text box. The number of credits to assign to a customer when the product is purchased. |
Only codes defined for the "