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Continuing Certification Requirement: Entity Definition

Continuing Certification Requirement: Entity Definition

Continuing_Certificaiton_Requirement.png

GENERAL

  • Name - The name of the requirement (ex: Degree Approved)
  • Application Type - A lookup to the Application Type for which this requirement will be evaluated.
  • Exam Type - A lookup to the Exam Type that this requirement pertains to, if applicable.
  • Mode - The mode is the key field. There are 5 available modes:
    • Manual - Manual requirements must be manually marked as completed by a staff user. These are good for items like identity verification where the potential member is going to be required to come to your office to show valid ID before approval.
    • Query - Queried requirements allow you to query the system for other conditions to be met. For example, you could check to make sure that they've completed a specific course before approving their application.
    • Order Paid - This requirement will be completed when the order tied to the membership application is fulfilled/paid.
    • Command Text - This is an advanced requirement that allows you to enter T-SQL statements to define the condition(s) that must be met when the standard query requirement is not sufficient. These requirements should either be setup by Cobalt or a technical staff person with advanced knowledge of T-SQL statements.
    • Audit - This requirement mode specifies a staff member will need to manually verify the information for the requirement to be fulfilled.
    • Exam - This requirement mode requires that the applicant pass an exam. 

Audit Requirement

  • Pick Audit Flag - 
  • Audit Percentage - 

 

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