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Credit Types

Used in Course Section and Client Assignment records.

  • Credit Types are available for InvoiceB and InvoiceC methods only.
  • There is no limit on the number of Credit Types records that can be added. 
  • Course Sections can have multiple Credit Types assigned.
  • Client Assignments can only have one (1) Credit Type assigned per assignment.  The Client Assignment Credit Type can optionally be restricted to only display the Credit Types linked to a Course Section.

Navigation

Main Menu > Selects > A-D > Credit Types

Applies To:    Enterprise    Plus    Basic

Field Details

  • Credit Type Name:  Each Credit Type record must have a unique name.  In a multi-Branch installation, Credit Types are recorded per branch so the same Credit Type name can be repeated in different branches.
  • Minimum/Maximum:  If the Credit Type has a minimum and/or maximum value, these can be enforced later when entering credit values in Course Sections and/or Client Assignments.  These values are optional.
  • Notes:  This optional field is for reference only.
  • Data Conversion: When the user-defined Credit Types feature was added, certain records were automatically inserted as part of the feature deployment process.  In other cases, some fields were disabled.
    • Credit Type:  CEU was added automatically.
    • Course Section Credit Types:  If a value existed for the CEU field in a Course Section, a CEU Credit Type was added to the Course Section. 
    • Course Section Disabled Fields:  Four existing fields are no longer available in Course Sections.  Credits Earned, Credits Billable, Number of CEUs, and Number of CPEs are now part of the user-defined Credit Types.  To view the prior values for these disabled fields, click the [View Prior Credits] while on the Course Section Credit Types page.


Course Sections

  • Credit Types can be linked-to Course Sections as a reference or for use to assist in populating the Earned Credits and Credit Type fields in the Client Assignment records.  Recording Credit Types with Course Sections is not required but is recommended due to the tools to assist in assigning credits to Client Assignments.  Note that recording Credit Types with Course Sections does not initiate the display of credits on Client Transcripts and/or Certificate reports.  Client Transcript and/or Certificate reports utilize the Earned Credits and Credit Type fields on the Client Assignment records.
  • There is no limit on the number of Credit Types records that can be added to a Course Section.  However, a Credit Type cannot be duplicated in the same Course Section.  Regardless of the number of Credit Types linked to a Course Section, only one Credit Type can be recorded with a Client Assignment.

To Add Credit Types to a Course Section:

  • Go to the view mode of the Course Section desired.
  • Go to the [Supplementals] panel and select the Credit Types option.
  • Click the [Add/Edit] button in the upper right corner of the Credit Types list.  A list of all available Credit Types will display.  Us this same function to edit or delete a credit type from a course section.
  • Restrict to List:  Check this option if you want to restrict the Credit Types that can be recorded with a Client Assignment in this Course Section to this list.  If not checked, Credit Types not recorded with the Course Section could be linked to a Client Assignment.
  • Enter the Credit Amount for each of the Credit Types to add to the list.  If values exist, edit the Credit Amount as desired.  To remove a Credit Type, remove the Credit Amount value.
  • Billable value:  This is a specialized field for organizations that bill based on credit amounts but may bill a different amount of credits than the course section allows.
  • Click the [Submit] button to save.
  • Once recorded, if one of the Credit Type values should be the default value, click the [Set Default] button in the same row.  To remove default values, click the [Add/Edit] button again and then the [Submit] button without making any value changes.
  • Copy Function:  This function allows the user to copy the same Credit Types list to all sections of the same course.
    • Click the [Copy] button in the upper right corner of the list.
    • Select to Overwrite or Not Overwrite existing values.  If Overwrite is selected, any existing Credit Types linked to any section of this same course will be replaced by the current list.  If overwrite is not selected, only sections that do not have any Credit Types will gain the credit types list from the current section.
  Client Assignments
  • Credit Types can be linked-to Client Assignment records as a reference or for use on a Client Transcript and/or Certificate report.  Recording Credit Types with Client Assignments is not required but is required to display credits on Client Transcript and/or Certificate report.
  • Credits are recorded in the Earned Credits and Credit Type fields in the Client Assignment records, under the [Grade/Outcome] panel.
  • Only one Credit Type and Earned Credits amount can be recorded per Client Assignment.

To Add Credits to a Client Assignment:
There are three different methods to add credits to Client Assignments.

  • Adding to a single Client Assignment
    • Go to the Assignment record for the client and the course section desired.
    • Edit the Assignment.
    • Go to the [Grades/Outcome] panel.
    • Enter values for the Earned Credits and Credit Type fields.
    • Click [OK] to save the record.  
    • If the Course Section has Credit Type restrictions, these restrictions will be enforced, and the user will be prompted if one or both of the values does not meet the restrictions.
  • Adding to an entire Course Section Manually
    • Go to the Tools > Course Functions > Exit Assignments menu.  This option is also available from the GoTo option on the Course Section results list.
    • Follow the on-screen instructions.
    • If the Course Section has Credit Type restrictions, these restrictions will be enforced, and the user will be prompted if one or both of the values does not meet the restrictions.
  • Adding to an entire Course Section or Session Automatically
    • Go to the Tools > Course Functions > Add Credits menu.
    • Select a Session to add credits to an entire Session or enter a Course Code to add credits to the enrollment of one Course Code, and click [Continue].
      • Credit Type = Use Default:  If the Use Default option is used, the Credit Type and Credit Amount that matches the Course Section will be used as the values for the Earned Credits and Credit Type in the Client Assignment.  Course Sections that do not have a default Credit Type set are ignored and not added.
      • Credit Type = Not Use Default:  If not selecting the Use Default option, the Credit Type selected and the Earned Credits value will be used as the values for the Earned Credits and Credit Type in the Client Assignment.
      • Enrollment Status:  Select all the Assignment status values that should receive the credits.  If no status values are selected, Enrollment Status is ignored, and all matching Assignments will receive the credits.
      • Course Status:  This option only displays when adding an entire Session.  Select the Course Status value that should receive the credits.  If no status value is selected, Course Status is ignored, and all matching Course Sections will receive the credits.
      • Section End Date:  This option only displays when adding an entire Session.  Enter a date to restrict the update to include only Course Sections that ended on or before the date entered.  If no date is entered, every course matching the Session and Course Status will be updated.
      • Overwrite Existing:  If set to No, only Assignments with blank Credit Type and Earned Credits fields will update.  If set to Yes, all Assignments will be updated, and existing values will be overwritten.
      • Click [Continue] to confirm your selections and [Submit] to process.  There is no undo option.  Once submitted, the process cannot be canceled.
    • If the Course Section has Credit Type restrictions, these restrictions will be enforced, and the user will be prompted if one or both of the values does not meet the restrictions.
 
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  1. Rick Stern

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