Selecting Examination or Education Records for an Application

After you define a primary contact for the application, you can search for education, continuing education, and examination data registered with the referenced contact, and then select the examination and education information you want to use with the application. Civic Platform assists you in this by auto-selecting any listed education/examination record that meets the application requirements.

To add a contact reference’s examination or education records to a new or existing application

1. If you are creating a new application, follow your agency’s process for creating a new application and selecting a primary contact.

2. Proceed to the Exam, Education, or Continuing Education section of the application and click Lookup (if your application intake form has includes multiple contact sections, the Lookup button is not available).

   Civic Platform displays a list of examination, education, or continuing education records associated with the primary contact for the application. If Civic Platform identifies a record that meets that current application requirements, it auto-selects that record for you.

3. Select the examination, education, or continuing education record(s) that you want to use for the current application.

4. Click Submit.

   The selected record(s) become part of the application, and Civic Platform prevents the records from deletion in the Contact Reference portlet.