add CEU Status to contact and display for trainers and facilitators

[atlasjen]

Let's add 2 formula fields. these will be displayed BOTH in the Facilitator Details and the Trainer Details panes.

• CEUCurrentHours

This will be the sum of "requested CEU" hours that are status=approved that have date completed = in the previous 365 days.

• CEUStatus

this will be a picklist with values of none, current, partially met, expired. these would show in their respective detail sections. we want to ensure they have 10 CEUs each year when they renew.

the logic we want in place is : if the CEUCurrentHours are 10 or more, status = current. if CEUCurrentHours has >0 and <10 = in progress if CEUCurrentHours is 0 or blank, then CEUStatus=expired picklist values = none (default), current, partially met, expired

[deb761]

Do you really want the rolling 365 days, or do you want the count since their last certificate?

[atlasjen]

Ah good point.. i guess count since their last renewal date. so count since last certification agreement.