Overview
An Accreditation Program recognizes an institution (e.g., educational institutions) for maintaining outstanding standards.
Adding a New Accreditation Program
To Add an Accreditation Program, complete the following steps:
1. Expand the Module Menu.
2. Click the Accreditation link to open the Accreditation module.
3. Click the Add Accreditations icon located on the Overview page.
Add Accreditation Link Highlighted on the Overview Page
4. Complete the fields listed below:
| You must complete all of the Required fields before you will be able to save a new Accreditation Program. |
| Field Name | Required? | Description |
| accreditation code | Optional | Enter the code that will be used to identify this Accreditation Program. |
| accreditation | Required | Enter the "friendly" name for the Accreditation Program. |
| business unit | Required | Select the business unit to be used for the fee processing for this Accreditation Program from the drop-down menu. |
| project | Optional | Select the project this Accreditation Program is related to from the drop-down menu. |
| fee name | Required | Enter the name of the fee for the Accreditation Program. |
| description | Optional | Enter a short description of the fee in this field. |
| display name | Required | Enter the name of the fee as it will be seen by the users. |
| price code | Optional | Enter the price code for the fee that will be used to identify the Accreditation Program price. |
| price | Required | Enter the price for the Accreditation Program. |
| a/r account | Required | Select the a/r account to be used to process this price from the drop-down menu. |
| revenue account | Required | Select the revenue account to be used to process this price from the drop-down menu. |
| liability account | Required | Select the liability account to be used to process this price from the drop-down menu. |
| return account | Required | Select the return account to be used to process this price from the drop-down menu. |
| write off account | Required | Select the write off account to be used to process this price from the drop-down menu. |
| deferred? | Optional | Click the deferred? checkbox to defer the revenue for the Accreditation Program. This will open two new fields that allow you to select a deferred account and a date to recognize the revenue. |
New Accreditation Program Form Completed
5. Click the Save button.
Once the new Accreditation Program has been saved, you will be taken to the Accreditation Profile.
Adding an Affiliated Accreditation Program
An Affiliated Accreditation Program is an Accreditation Program that is tied to another organization's accreditation. Only organizations that have an organization to organization relationship can create an Affiliated Accreditation Program.
To create an Affiliated Accreditation Program, complete the following steps:
1. Locate the Accreditation Area Profile for the applicant to which you wish to add the Affiliated Accredation Program by mousing-over the Accreditation Area tab and using the Find Applications or the List Applications option.
Find Applications and List Applications Links Under the Accreditation Area Tab Highlighted
2. Open the Accreditation Area Profile by clicking on its hyperlinked name from the list of results you were returned by your search or list process.
3. Expand the organizations child form located under the Organization tab. You may have to click the More tab to see the Organizations link listed.
Accreditation Area Profile with Organizations Child Form Expanded
4. Click the folder icon to display the grandchild forms for this child form.
5. Click the add branches link located to the far right of the organizations grandchild form.
Add Branches Link Highlighted on Organizations Grandchild Form
This will open the Add - Accreditation Organization Affiliations pop-up window.
6. Expand the branch drop-down menu and select the organization to which you would like to add the Affiliated Accreditation Program.
Add - Accreditation Organization Affiliations Pop-Up Window with Branch Drop-Down Menu Expanded
| To get the desired organization to display in the branch drop-down menu, you must go back to the "parent" organization and set-up an organization to organization relationship with the organization to which you wish to add the Affiliated Accreditation Program. |
7. Click the Save button.
The organizations child form will update to display the Affiliated Accreditation Program nested under the main Accreditation Program listing.
Organizations Child Form Updated on the Accreditation Area Profile to Show Newly Added Affiliated Accreditation Program
Finding an Accreditation Program
Use the standard Find and List options available under each group item in the Accreditation module to find the object you are searching for.
Find and List Options Highlighted in the Program Mgmt Group Item
The Accreditation Profile
Accreditation Profile Page
Clicking the Edit button will open the Edit - Accreditation pop-up window and allow you to edit the accreditation code and the description of the Accreditation Program.
The Accreditation Profile has two child forms; accreditation applicant and the fee setup child form. The fee setup child form can be accessed by mousing-over the More tab and clicking the fees link.
The accreditation applicant child form lists all of the applicants for the Accreditation Program and is read only. The fee setup child form lists all of the fees currently associated to the Accreditation Program. In addition, you may add a new fee to the Accreditation Program by clicking the Add icon located on the right side of the fee setup child form.