Cloud AMS provides an Education Tracking Update utility to help keep your records current and update professional designation or continuing education requirements. If a member has an education tracking record created, the utility will check the class registration records and determine if the member has met the requirements for a certain education category. The software uses the Grade Code Table to determine if the member qualifies to receive credit for a class. If a member has fulfilled all of the requirements, the software will perform the following tasks:
- Change the education category Status for the member from Pending (P) to Completed (C).
- Change the Completion Date to the class date that fulfilled the requirements or to a date that you specify.
- Add a professional designation to the member's record, if appropriate.
Running the Education Tracking Update:
NOTE: If the software finds a member education tracking record with a Completed (C) status for a member who has not actually fulfilled the requirements, the program will change the member’s Status back to Pending (P) and set the Completion Date to 00/00/00.
