Purpose
To align with the philosophy of ‘gather once; use multiple times’, the details tab was created on the person record.  Collection and recording of information regarding an individual/family’s circumstances occurs within the Details tab, within the appropriate navigation sections. Education records have eligibility rules attached to end dates for Advanced Education, so the education details require a procedure.

Procedures
Anchor Point: Details tab on Person Record

1. Select the Details tab from the Person record
2. Select the Education section to add information
3. Record information

Entering Completed Education
Completed Education has an end date and has been completed (a degree, diploma or year of school has been achieved).

4. Enter name of Institution (mandatory field)
5. Enter start date of schooling (mandatory field)
6. Enter Qualification (mandatory field).
7. Enter end date (achievement date of the qualification).
8. Enter program type (mandatory field)
9. Enter completion status (complete or incomplete)
10. Enter comment if clarification needed

For example, individual achieved a 2-year business administration diploma at Grant MacEwan in April of 2018, attending full time. The individual began the diploma program in Sept of 2016.

Entering Incomplete Education
Incomplete is a degree, course etc. that was started and never completed.

11. Enter name of Institution (mandatory field)
12. Enter start date of schooling (mandatory field)
13. Enter Qualification (mandatory field).
14. Enter end date (achievement date of the qualification).
15. Enter program type (mandatory field)
16. Enter completion status (complete or incomplete)
17. Enter comments if clarification required

For example, an individual started grade 12 at ABC High school, but dropped out in April of 2018

Entering In Progress Education
In progress education is ongoing education that has not been completed yet, but that the individual is currently enrolled.

18. Enter name of Institution (mandatory field)
19. Enter start date of schooling (mandatory field)
20. Enter Qualification (mandatory field).
21. Enter end date (achievement date of the qualification).
22. Enter program type (mandatory field)
23. Enter completion status (complete or incomplete)
    
    

For example, the individual is enrolled at Grant MacEwan since April 2017 taking a 3 year Bachelor Degree in Science. The individual just completed their 2nd year of the 3 years in April 2019 and is returning in Sept 2019 to do year 3. You would keep the bachelor degree as incomplete but end date it for when the last year was finished. When the 3rd year is complete you would edit the entry, change the end date to the date of graduation and change the status to Complete.

Related Information

User Guide Information:

• Details-View
• Details-Create
• Details-Edit
• Appendix-Details Tab and Details Tab Snapshots in Assessments
• Appendix-Transferring Needs Identification to Details Questions

Procedure Information:

• None