How Board Membership details are collected on the HighMarksCE

How Board Membership details are collected on the HighMarksCE

Back end Setup:
 
 
Add all the required Accreditation Boards to the site under Settings > Accreditation Bodies 
 
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Set the rules for each of the boards with regards to the claiming types/Professions eligible for board certification and fields required to collect members’ board information.
 
 
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From the front end:
 
The front end user clicks on ‘Edit Membership Information’ on the Account page
 
Note: The label can be changed to suit client requirements.
 
 
 
 
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Boards that match with the Claiming type/ Profession on a person’s profile will show for the user
 
 
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Users can check off the boards that they are associated with and enter the required information.
 
 
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People > Credit Reports has the filters to include the selected Board information in the downloadable report.
 
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The downloaded report has the learner information for the selected Board.
 
 
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If the claiming type or profession changes, the selected boards and information will be kept and shown until they are removed from the Person’s Board Information page. Un- check the board that the person is no longer associated with and save the page.
 
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