Some certifications require candidates to have a certain amount of work experience in order to earn the credential. As of Cobalt 4.1, we introduced an aggregate queried requirement and expose Experience controls to the post-application requirements process. This way, Staff members can ensure that only those who are qualified are able to be certified.
Pre-requisites:
- An active Certification Type that is set up completely with an Initial Certification Application Type.
- Initial Certification Application Type is set up completely with fees and requirements.
- Active Contacts that are eligible to apply for certification with the above Certification Type.
Data Set Up:
On the Initial Certification Application Type
- Set “Experience Displayed” = Yes
- Set “Experience Required” = No
- Set “Experience Term” and “Experience Units” to be the amount of experience that should be collected.
Create a new related requirement.
- Set “Mode” = Experience
- Set “Aggregate Type” = Sum
- Set “Aggregate Entity Target” = cobalt_workexperience
- This should be the schema name of the entity you want the requirement to reference
- Set “Aggregate Field Target” = cobalt_totaldays
- This should be the schema name of the field on the referenced entity that you want the requirement to reference.
- Set “Aggregate Threshold” to the total number that will meet the requirement.
Set the query for the requirement so that it looks for the related Contact’s related Initial Certification Application record.
The Process:
Portal View:
When users log into the portal and apply for an initial certification application, they will be prompted with a page where they can add Work Experience. When experience is not required for the submission of the application, there is an alert displayed informing the candidate that experience is not required to submit the application and they can continue.
When Work Experience is required in order to submit the application, candidates will not be able to continue and must add their work experience.
Once clicking, 'Add New Experience' the following information page displays:
Once saved, back on the work experience grid, the new employment should display. The Submitted experience amount is the total days of all the listed experiences. There are also Actions to remove or edit experiences.
When candidates submit their application, back on the home page, the progress tile will update the Experience requirement to completed.
CRM View:
Staff can witness the work experience process on the back end in CRM
When a candidate has submitted an initial certification application without work experience uploaded, staff will see on the application that the experience requirement is still pending. In the requirement record they will also see that the “Aggregate Result” field is still at 0.00, since no work experience was entered.
Once the candidate uploads their work experience, the experience requirement will complete when the number of days submitted meets the aggregate result.
