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How to Create Initial Certification Application Types

Certification Types have two application types associated with them: Initial (First time certifications) and Continuing (Renewing existing certifications). To set up an initial certification application type:

1. Navigate to the certification type in question (Cobalt Certification > Setup > Certification Types)

Navigate to the certification type in question (Cobalt Certification > Setup > Certification Types)

2. Once you've opened the certification type, select initial certification application types under common

Once you've opened the certification type, select initial certification application types under common

3. Click Add New Initial Certification Application Type, which will open up a blank Initial Certification Application Type

4. Fill out the required fields on the form (marked by a red asterisk (*)) and hit Save

Fill out the required fields on the form (marked by a red asterisk (*)) and hit Save
  • Name: The unique name for the Certification Application Type (any certification type can have more than one)
  • Application Form - Allows you to lookup to or create a form where you can create specific questions for applicants to answer as part of their application.
  • Certification Type - A lookup to the certification type this application will be for.
  • Order Source - A lookup to an order source if you have one specifically for applications.
  • Terms - Here you can specify the text shows up on the Terms and Conditions page on the portal.

DURATION

  • Duration Type - Select Dated or Termed depending on your business practices.
  • Duration Term Length - If you selected Termed then set the numeric length of your term for example 3.
  • Duration Term Units - If you selected Termed then set the unit of time, days, weeks, months or years.
  • Duration Day - If you selected Dated select the day the certification will expire.
  • Duration Years - If you selected Dated select the year the certification will expire.
  • Duration Month - If you selected Dated select the month the certification will expire.

QUALIFICATIONS

  • Continuing Education Included - If the applicant will be required to submit Continuing Education Activities as part of the application set the toggle to Yes. If not keep it defaulted to No.
  • Degrees Required - If the applicant will be required to have a degree for this application type switch the toggle to Yes. If not keep it defaulted to No.

 

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