Sections in this category

Certification Renewal Extension

As of Cobalt 3.11+, you can now add the ability for certification holders to extend their certification's expiration date for a fee(and also increase the amount of Continuing Education Units required) on the portal.

Set-Up

Certification Type

  • Renewal Extension Product - Lookup to product that will be used when attempting to extended the certification.
  • Renewal Extension Term - Whole number of how long the certification should extend to.
  • Renewal Extension Term Unit - Option set of how long the certification should extend to.
  • Renewal Extension Additional Units Required - Whole number of additional units required to renew the certification.

Continuing Certification Application

  • Extended Renewal - Yes/No flag that determines if the end user should have the option to extend their certification.

Process on the portal

  1. Certificate holder logs on to the portal
  2. Clicks the Extend your Renewal Window
  3. Extension product is added to the cart
  4. Certificate holder goes through the payment process
  5. Upon receiving the receipt, the expiration date is updated based on the settings on the Certification Type record
  6. Certificate holder will also see the the required Continuing Education Units increased as set on the Certification Type record
  7. When the Certificate holder goes through the renewal process the Flagged for Audit and Extended Renewal fields will be set to Yes