Creating an Education Categories Record

An administrator first sets up an Education Category to store information about different types of education units. For example, you could create separate categories for units that are automatically approved and not approved.

Before You Begin

An administrator must manually add the Education Categories service (found in the Education Management application) to the Meeting Management application for this procedure to work. See Adding Services to Aptify Applications for the procedure for adding services to an application.

Follow the steps below to create an Education Categories record.

Open a new record from the Educations Categories service.
- By default, this service is found under the Meeting Management application.
- Note that by default, only administrators have the proper permissions to create, delete and edit Education Categories records.
Enter a Name for the new education category.
If the education category is a child of an existing Education Category record, enter the name of the parent in the ParentID field.
Enter a Description of the new education category if desired.
Leave the Status set to Active.
- If set to Inactive, the Education Category is not available for selection from the Education Units tab of a meeting product's Education Units tab or a meeting order details record.
Select the Requires Approval option if the education units associated with this category must be approved.
- This option determines that when education units are created under this category, whether or not the Status of the Education Units record is set to Approved. If this option is cleared,
  the status of the record is set to Pending to be reviewed and approved by an education administrator at a later date.
Enter the months in which the educational units are valid in the Months Valid field.
- This field does not drive other system functionality but can be used by an organization for tracking purposes only. However, an organization can develop functionality that uses this field to determine how long educational units are valid for a particular person.
Save and close the Education Categories record.

Once the required Education Categories record(s) have been created, meeting products can be created or modified to track education units for a particular category. See Configuring a Meeting Product to Track Education Units.

6.0 Product Knowledge

If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Creating an Education Categories Record

Related topics