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Member Education (cobalt_membereducation)

Note: RAMCO will automatically generate Member Education records for Members that have attended the appropriate classes and send it to NRDS. Many of these fields will be automatically populated from the associated Contact, Class, Course, and Class Registration records. The fields will only populate on the Member Education record if the fields are completed in the associated Contact, Class, Course, and Class Registration records.

 

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General Tab

  • Contact - This field is a lookup to an existing contact record or where a new contact record can be created.
  • Association - This field is a lookup to an existing association record.
  • Total Hours Earned to Date - This field is auto-populated from data in NRDS.
  • Delivery Method - This field can be auto-populated from the Class record. If the member education record is created manually, the field specifies the Delivery Method of the class. An example includes Classroom.
  • NRDS Timestamp - This field will auto-populate once the record has successfully uploaded to NRDS.

Sponsor/Host Information

Sponsoring Association

  • Sponsoring Association - This field should auto-populate from the associated course record. If created manually, this field should specify the course's sponsoring association. This field is a lookup to an existing association record.
  • Sponsoring Association ID - This field should auto-populate from the associated course record. If created manually, this field should specify the course's sponsoring association's NRDS ID.

Hosting Association

  • Hosting Association - This field should auto-populate from the associated course record. If created manually, this field should specify the course's hosting association. This field is a lookup to an existing association record.
  • Hosting Association ID - This field should auto-populate from the associated course record. If created manually, this field should specify the course's hosting association's NRDS ID.

Course Information

  • Certificate Name - This field is for the certificate name.
  • Course Start Date - This field should auto-populate from the associated course record. If created manually, this field should specify the course's start date.
  • Course Completion Date - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's completion date.
  • Group Code - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's group code.
  • Course Code - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's code.
  • Course Number - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's number.
  • State Agency Course Code - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the state agency's course code.
  • State CE Hours - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's state CE hours.
  • Designation Credit Hours - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's designation credit hours.
  • Description - This field should auto-populate from the associated course record. If the member education record is created manually, this field should specify the course's completion date.

Instructor 1

  • Instructor 1 - This field should auto-populate from the associated class record. If the member education record is created manually, this field should specify the class's instructor.
  • Instructor 1 State License - This field is for the instructor's state license information.

Instructor 2

  • Instructor 2 - This field should auto-populate from the associated class record. If the member education record is created manually, this field should specify the class's second instructor.
  • Instructor State License - This field is for the second instructor's state license information.

Test Information

  • Test Score - This field should auto-populate from the associated class registration record. If the member education record is created manually, this field should specify the attendee's score.
  • Test Status - This field is for the test status. Examples include Pass or Fail.
  • Test Mailing Address - This field is for the test provider's mailing address.
  • Test Score Operator - This field is for the test score operator.
  • Date Sent to Local Association - This is a date field for when the member education information is sent to the local association.
  • Date Sent to State Association - This is a date field for when the member education information is sent to the state association.
  • Date Sent to NAR ISC - This is a date field for when the member education information is sent to NAR ISC.
  • Date Sent to State Agency - This is a date field for when the member education information is sent to the state agency.
  • Comments - This field is for any comments related to this member education record.

Payment Information

  • Payment Amount - This is a money field to capture the amount paid for the class.
  • Payment Code - This is a field for the payment code.

 

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