On the Admin menu, select Training > Manage Requirement Groups.
The Manage Requirement Groups screen appears, select the New Requirement Group button.
The Requirement Group Properties window appears. In the Name box, add the name of the new requirement group.
Complete the information by filling out the fields.
- Enter a Code in the code field if appropriate. The field is optional, but it can be helpful in distinguishing requirement groups from one another. Especially in cases where identical names may be used across several requirement groups.
- In the Keywords box, add words that can be used to search for this requirement group.
- In the Description box, provide the details of the requirement group for display to learners on the Certification Requirements screen.
- Search for and select a Requirement Group Owner if appropriate. By default, the user you are logged in as will be listed here.
- Search for and select a Group Owner. This allows a group of users to own the Requirement Group. The search results here are Audience Types.
- Select the Save button.
Next, you need to add the requirements to the new group. Select the Requirements tab, and then select the Add Requirement button
The Requirement pop-up appears. To the right of the Course field, select the magnifying glass button.
The Select a Course window appears. Use the Catalog dropdown menu, the Show Inactive toggle, and the Search box to narrow your search. Use the Select button below to select your course.
The Requirements tab re-appears. Enter additional information here.
- In the Name field, add an optional name for the requirement.
- In the Description field, add an optional description of the requirement.
- In the Minimum Required Score field, add the score required to complete the requirement. This is not required if the course already has a mastery score set.
- In the Maximum Days Since Completion box, add the time period after which the credit for the requirement expires and the test must be re-taken. This setting indicates how recently the course must have been completed in order to count towards this requirement. To use this element, enter the maximum number of days that can have passed since the learner last completed the course for the course completion to count towards this requirement. Set this value to 0 if no such requirement exists.
- Check the Must be completed on or after checkbox and enter a date if this requirement is meant to be completed after a specific date in the future.
- Requires Renewal only applies when a Certification has renewal options. Check this checkbox to require learners to complete this course each time they wish to be certified. Leave it unchecked to only require the learner to complete it once for any number of re-certifications.
- Select the Save button.
The Requirement Group Properties Screen reappears with the new requirement added.
