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The Certifications feature is used to track staff credentials (Enterprise only) and course-related certifications. Each certification must have a unique name for accurate record-keeping. Navigation Ma...
The Checklists feature is used to track tasks or requirements assigned to Clients. Checklist items help organize and manage client-specific actions efficiently. Navigation Main Menu → Selects → A-D → ...
The Classifications feature is used to categorize Client populations such as disabilities, testing modifications, or specific reporting groups. It is also utilized with Custom Questions to enhance dat...
The Company Types feature provides type descriptions used in Company records. These classifications help categorize companies based on their relationship to the system. Navigation Main Menu → Selects ...
Completion Codes are user-defined identifiers used in Client Assignments and Client Checklists to track various types of completions. These codes help categorize and standardize completion statuses. N...
The Counties table is used to define dropdown lists in multiple records, ensuring consistency across different system areas. These lists are utilized in: Client Profile Residency Field (all versions) ...
The Countries table is used in the Client Country field and the Country Field in Postal Code records. Maintaining accurate country names is essential for proper postal code functionality. Important: T...
The Course Activity Types table is used in Courses as a categorization field to help organize and track different course activities. In a multi-branch setup, this table is shared across all branches t...
Course Categories are used across multiple areas, including Courses, Conferences, Products, Memberships, Prepaid, and Donations, to help categorize and organize offerings. Proper setup enhances search...
Course Formats are used in Courses, Conferences, Products, and Prepaids as a categorization field to define how a course or event is delivered. Assigning the correct format helps streamline searchabil...