Certification Detail Tab

In the Individual record, right click and choose Certification Information from the Submenu.

Field Descriptions

ID

When you click on to add Certification information, SAMS will add the Individual's unique id number.

Memb Status

If the individual is a member, the member status is displayed here.

Fee Code

Simply choose a Fee Code from the pop-up; SAMS  inserts the code and displays a description of the Fee Code for you. To view the pop-up, click on the ellipsis button and select the appropriate choice (for example Member vs. Non-Member) and click on OK. Fee codes and descriptions are defined using the Certification Fees option of the Lookup menu for Certification.

Cert Type

Choose the Certification type by clicking on the ellipsis button and selecting the appropriate choice  and click on OK.  Certification types and descriptions are defined using the Certification Types option of the Lookup menu for Certification.

Cert No

Enter the certificate number appropriate for your organization.

Total Points

SAMS auto fills with the total of points from the Courses the individual has earned.

Status

Enter a code describing the status of the individual.

Mail Code

Enter a code describing the type of certification mail the individual should receive.

Cert Status

Enter a code describing the certification status as either a Candidate CCT or Certified CCT

Student?

If the individual is a student, check this box.

Cert Date

Enter the date of certification.  Click on the down arrow to choose from the popup calendar.

Expire Date

Enter the date the certification will expire.  This date is usually 1 - 2 years from the certification date.

Reinstate Date

Enter the date the certification was reinstated.

Notice Date

Enter the date when notice was sent regarding certification.

Master Date

Application Date

Enter date the application for certification was received.

Eligible Date

Enter the date the individual is eligible for certification.

Eligible Exp Date

If it applies, enter the date the eligibility for certification will expire.

Paid Date

SAMS automatically updates this field from the payments tab.

User Initials and Last Change Date

SAMS will insert the users initials and date of the last person who edited this record.