Configure Access Control
- Go to the Education Credits Program and click View.
- Navigate to the Settings tab.
- Click the Edit button at the bottom of the page.
- Adjust the settings to define how attendees can claim credits.
Access Configuration Options
- Claimable From/Until: Set the start and end dates for when credits can be claimed.
- User Restrictions:
- Anyone Can Claim: No restrictions; any user can claim credits.
- Custom Restrictions: Apply rules based on user attributes.
Custom Restriction Criteria
If restrictions are enabled, users must meet at least one of the following conditions to claim credits:
- User is a member of group X.
- User must not be a member of group X.
- Impexium-Based Restrictions:
- Individual Category
- Active Membership
- Committee Position
- Geographic Area
- Membership Type
- Relationship
- Custom Field
- Event Attendance Requirements:
- User must have attended an Impexium event.
- User must have attended an Impexium session.
- User must have registered for an Impexium session.
Ratings
Admins can configure additional requirements for claiming credits:
- Use Ratables: Enable this to require users to complete a list of ratings as part of the claim process.
- Use Verification: Enable this to require users to complete a verification template with correct answers before claiming credits.
- Claimer Attendance Verification: Require claimers to have attended the linked session in the event.
- Automatic attendance verification can be set up in the linked event per session.
- Admins can control attendance records for each attendee under the Attendees section while the event is live.
Certification
- Submit Behavior: Define when claims are submitted—either immediately after claiming or manually via a "Submit Claims" button.
- Submit Actions: Configure external actions triggered upon submission (e.g., granting credits in Impexium).
- Admin Notification Emails: List of emails that receive notifications about all claim-related actions.
- Provider Certificate Overrides: Override the default certificate template for selected providers in this program.
- Actions: Manage program status with options like:
- Copy Program
- Pause Program
- Archive Program
Additional Settings
- Group Categories - Claimable Items: Configure group categories for claimable items.
- Certificate Claim - Email Configuration: Customize email settings for certificate claims.
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