The Transcript Link screen displays, as shown below.
This screen holds information needed by the Transcript and Certification subsystems. 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.
To add a transcript link:
1. Click
Related Transcript Info from
the Relationships task category.
The Transcript Link screen displays, as shown below.
2. Click Add Education Info.
3. Select the Transcript Link method from the drop-down.
4. Select the Valid Thru date from the drop-down.
5. 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.
6. In the Transcript Link section, perform the following:
a. Click the Program link and search for a transcript program.
b. Click the Course Code link and search for a course associated with the transcript program.
7. In the Exam Information section, perform the following:
a. Click the Exam Code link and search for an exam code.
b. Select the Exam type from the drop-down.
c. Click the Proctor link and search for a proctor for the exam.
d. Select the appropriate checkboxes.
8. Click Save.
Screen Element |
Description |
|---|---|
Transcript Link |
|
Transcript Link |
Drop-down. Select the transcript link type. For example, Purchase, Upload, or Manual. |
Valid Thru |
Drop-down. Select the end date for the transcript link. |
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. |
CE Credits |
Table text box. The number of credits to assign to a customer when the product is purchased. |
Transcript Program |
|
Program |
Link. When clicked, the Generic Chooser screen displays. Search for and select the transcript program ID. This identifies transcripts, certifications, and other continuing education credits that the association uses to set up a certification product. |
Sponsor |
Read-only. Automatically populates based on the Program ID selected. |
Joint Sponsor |
Read-only. Automatically populates based on the Program ID selected. |
Activity Type |
Read-only. Automatically populates based on the Program ID selected. |
Content Type |
Read-only. Automatically populates based on the Program ID selected. |
Course Code |
Link. When clicked, the Generic Chooser screen displays. Search for and select the course associated with the product. |
Passing Grade |
Read-only. Automatically populates based on the Program ID selected. |
Exam Information |
|
Exam Type |
Drop-down. Select the exam type associated with the product link. 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. |
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. |
Generate Exam ID |
Checkbox. This checkbox is only necessary if an Exam type is selected. When checked, indicates an Exam ID will be generated. |
Generate Password |
Checkbox. This checkbox is only necessary if an Exam type is selected. |