Requirements are tasks that a participant must complete to meet or maintain a program. Only active requirements are assigned to a participant when the program term is generated. A Program cannot be activated unless it has at least one Requirement related to it.
Example: In order to obtain the MemberNation Certified Advanced Administrator certification, an applicant must score a 60% or higher on the Exam.
How To Create a New Requirement from the Program Detail Page:
From the Program record, scroll down to the Requirements related list and click the New button.
Note: The Requirement looks up to the Program record and will auto-populate the corresponding Program in the Requirement's record's Program field.
From the New Requirement page, in the Information section, type a title for the Requirement in the Requirement Title field.
From the Information section, select a Requirement Type from the Requirement Type picklist (This list can be modified to meet specific business needs as desired).
From the Information section, type a Requirement start and end date in the corresponding Start Date and End Date fields.
Note: Only requirements with a Start Date of today's date or in the past AND an End Date in the future will be assigned as a Goal.
From the Information Section, type a numeric value in the Display Order field.
Note: This field identifies the order of which Goals will be listed.
Optionally, type information as desired in the optional corresponding fields listed below:
Maintenance (checkbox) - Identifies a requirement with the maintenance term. When unchecked, this requirement is considered for the candidate term.
Published (checkbox) - Displays requirement on the Program Profile page. If unchecked, the requirement is visible in the staff view only.
Navigation URL - Logic behind the Register button on the Program Profile page. When the button is clicked, redirects the program participant to designated location.
Dependency - List the requirements - Requirement Name (auto-number) that must be completed in order for the Register button for this requirement to be active.
Description - Detailed text about requirement.
Goal Button Label - Button label that will appear on this specific requirement/goal in the Community Portal.
Click the Save button to create the Requirement record.