If the following conditions are met, the system will automatically create an Exam record (along with a Test Application record) that are associated with a specific Contact who is applying for certification.
- The Initial Certification Requirement record has the Mode field set to Exam
- The Initial Certification Requirement record has the Automatically Generate Test Application field set to Yes
- The Initial Certification Application [Exam] Requirement record on the Initial Certification Application record has a Pending status reason
The Exam record is different from the Exam Type record, which is used on the back-end and is one of the records that needs to be set up in order for the functionality related to certification exams to work properly.
Navigating to the entity:
- Certification Module > Initial Certification Applications > Open an Initial Certification Application record > Related > Exams
Note: Below are the fields that are included in the Cobalt product. Depending on the version of code and any customization, the CRM may display somewhat differently.
Exam Number - The exam number which usually contains the Exam Type Name-Contact's Name-Certification Application Type Name
Exam Type - A lookup to the association Exam Type record
Initial Certification Application - A lookup to the Initial Certification Application record
Continuing Certification Application - A lookup to the Continuing Certification Application record
Note: All of the fields will be automatically populated by the system upon creation of the record. Depending on the certification application type, either the Initial or the Continuing Certification Application will contain a value. The other field will be null.