Introduction

A Maintenance Term is created after the participant successfully meets the Program's candidacy requirements. It has its own duration and requirements. These requirements must be completed by the end of the term in order for the participant to remain in good standing. Failure to successfully complete the maintenance term’s Program Goals, may require the participant to lose the previously earned designation.


How to Create a Maintenance Term from the Program Profile Record:

  1. From the Program Profile record, click the Edit button. 

  2. From the Program Profile Edit page, in the Profile Term section, check the Create Maintenance Term checkbox.

  3. From the Program Profile Edit page, click the Save button.

A Program (Maintenance) Term record has now been created with a Start Date (Today) and End Date (Today + Maintenance Term - Months (Found on Program record)).

Program Goal records will also be created in relation to the Maintenance term. This Program Goal(s) will correspond to any active candidate requirement(s). To successfully complete this Program, these Program Goals must be completed by the Term End Date found on the Program Goal record.