RESENDING CODE OF ETHICS DATES
If there was an issue with the course or class set up and your member education records have not automatically gone up to NRDS, the steps below will allow you to remove the incorrect records and generate new records to send.
Before following these steps, first make sure that your Course and Class are set up correctly. Click here for those steps.
1. Identify the member and/or class where the Member Education COE records are in RAMCO and not NRDS.
2. Use the Advanced find to locate the related Membership Education Records
Note that you may have a different identifier like the specific class---if you are only wanting to fix for a smaller group, but this screenshot gives you an idea of the relationships to start from while the details may be slightly different depending on your situation. For example, Membership Education record created on, or specific class may also contain data.
3. Click Results and select the Member Education Records that failed (you can select all if applicable)
4. Delete (not deactivate) the Member Education Records
5. Do an Advanced Find for Class Registrations and select the related classes or you can go directly to the class and the related registration view if dealing with a single class.
6. Select all the Class Registration where attended equals Yes and Mark it No and Save.
7. Keep those records selected and switch attended back to yes and Save.
This should generate new Member Education records and if the set up is correct, then those records should appear in NRDS. If not, please contact support.