Modifying Educational Credentials
Many agencies require licensed professionals to submit evidence of ongoing education and/or competence to maintain or renew their occupational licenses. You can add information to a license on the Education, Continuing Education, and Examination tabs. Your agency administrator can set up licenses by type so that users must fulfill certain requirements as part of the Check Credentials phase of a renewal workflow. For more information see Renewing a License by Workflow.
Topics
Modifying Education Information
Education information includes details about degrees, majors, and educational institutions attended.
To modify education information
Go to the License portlet and click the link of the license you want to modify.
Select the Education tab in the record detail portlet.
Civic Platform displays the Education information currently associated with this license.
Modify the existing information as necessary
To insert a new row, click Add. For information on completing the form fields, refer toWorking in the Continuing Education Section .
To delete a row, select the line that you want to remove and then click Delete.
When you finish making your changes, click Submit.
Civic Platform updates the record with your changes.
Modifying Continuing Education Information
Continuing Education refers to the ongoing professional development requirements necessary for the maintenance or renewal of many occupational licenses. Requirements vary widely across professions, but typically include a specified number of Continuing Education units that a licensee must complete for recertification or renewal. Acceptable units may include specific course requirements, a certain number of private or informal study hours, a number of practical work hours during a given period, for example.
Civic Platform allows your agency to track the Continuing Education requirements as well as the progress made toward their completion on the Continuing Education tab of the license record.
To modify continuing education information
Go to the License portlet and click the link of the license you want to modify.
Select the Continuing Education tab in the record detail portlet.
Civic Platform displays the Continuing Education information currently associated with this license.
Modify the existing information as necessary
To insert a new row, click Add. For information on completing the form fields, refer to Working in the Continuing Education Section.
Select the row to remove, then click Delete.
Click Submit.
Civic Platform updates the record with your changes.
Modifying Examination Information
Agencies often use acceptable scores on certification level exams to demonstrate a certain level of competence before a licensee can obtain an occupational license.
Depending on your agency’s agreement with external provider, the provider may maintain their exam data within Civic Platform or maintain their exam data on an external system and integrate the data with Civic Platform via a URL link. Civic Platform records exam modifications to the log. You can click the View Log button to view the change history. Consult with your agency administrator for the specific information that your agency needs provide to examination providers who choose to use this option.
Users can also enter examination information manually on the Examination tab of the license record.
To modify examination information
Go to the License portlet and click the link of the license you want to modify.
Select the Examination tab in the record detail portlet.
Civic Platform displays the Examination information currently associated with this license.
Modify the existing information, as necessary
To add a new exam session, click Add. For information on completing the form fields, see Working in the Examination Section.
To change to another exam session, click the Reschedule link, then select a reason for rescheduling from the pop-up window.
Note:Agencies define the reasons for rescheduling and cancelling in the Standard Choice REASON_FOR_RESCHEDULING_ CANCELING_EXAMINATION. See the Civic Platform Configuration Reference for more information about Standard Choices.
If the fee items associated with the new exam are different from the ones in the previous exam session, Civic Platform keeps the fee items with the Paid status from the previous exam, deletes the fee items with the New status, and voids the fee items with the Invoiced and Unpaid status.
If the fee items associated with the new exam are the same as the ones in the previous exam session, Civic Platform keeps the existing fee items.
To cancel an exam session, click the Cancel link next to the Examination Date, and then select a reason for canceling the session.
Civic Platform changes the schedule Status to Pending.
If the original status of the examination being canceled was Scheduled or Ready to Schedule, Civic Platform keeps the fee items with the Paid status, deletes the fee items with the New status, and voids the fee items with the Invoiced and Unpaid status.
To remove an exam session, select the row that you want to remove and then click Delete.
Civic Platform keeps the fee items with the Paid status (but removes the association between the examination and fee items), deletes the fee items with the New status, and voids the fee items with the Invoiced and Unpaid status.
When you are finished making your changes, click Submit.
Civic Platform updates the record with your changes.
Click View Log to view changes to the exam schedules. See Audit Logs for more information.