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With this option, you can set up your Diocesan and other requirements for catechist certification. On the File menu, click Setup > Certification Requirements.

Ten levels (I through IX and Renewal) are available. Each level tab contains the following side tabs:

  • Requirements Recap — Lists all the required courses, elective courses, other requirements, and total units required for certification.
  • Required Courses — Lists all courses required for certification as defined by your organization.
  • Elective Course — Lists courses that are not necessarily required for certification as defined by your organization.
  • Other Requirements — Lists the other requirements needed for certification, as defined by your organization. You can manually enter a course name and description.

    

 To insert requirements
  1. On the File menu, click Setup > Certification Requirements.
  2. Select the level you want to insert a requirement for.
  3. Click a side tab to insert either required courses, elective courses, or other requirements.
  4. Click the add icon  and enter the requirement information.
  5. Click Save/OK.

Assigning Courses and Requirements

You can assign required courses, elective courses, and other requirements for a particular level. After you assign requirements, all catechists must complete the requirements before moving to the next level.

 To assign requirements for a certain level
  1. On the File menu, click Setup > Certification Requirements.
  2. Select a Level tab or the Renewal tab.
  3. To assign only the required courses, the elective courses, or the other requirements, click the corresponding side tab, and click Assign Requirements.
  4. To assign all requirements for the level, click Requirements Recap, and click Assign Req.

    Useful Information

    Requirements are also added to the Certification section of the Catechists window.

  5. Click either Remove Courses/Reqs or Keep Courses/Reqs to remove or keep the existing requirements on the Certification window.

You can also add requirements for all requirement levels and courses to the Catechists window.

 To assign requirements for all levels
  1. On the File menu, click Setup > Certification Requirements.
  2. At the bottom of the window, click Assign All Requirements.
  3. Click either Remove Requirements or Keep Requirements to remove or keep the existing requirements on the Certification window.

Copying a Course List

You can use a list of courses from another certification level and add them to your current level.

 To borrow a course
  1. On the File menu, click Setup > Certification Requirements.
  2. Select the level where you want to insert the courses.
  3. On the Elective Courses tab, click Borrow.
  4. Select the certification level you want to borrow. This level's courses will be copied to the tab you're on.
  5. Click Save/OK.
  6. After the list is inserted, click the delete icon  to remove items that aren't needed.

   

Additional Field Information

Reorder
Use the reorder icon  to move more frequently used items to the beginning of the list instead of deleting the item completely.

Print
Print a summary of the certification requirements and units for all levels, and print a certification worksheet for the requirements levels. Use the worksheet to record units completed or to set up courses and units.



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