Some of our courses have prerequisite requirements that student needs to meet before attending the course. The courses that have this requirement would be configured by the national training and compliance team.

When an attendee is added to such a course the checkbox 'Prerequisite Requirement' is checked and the text for 'EMAIL - Prerequisite Information' is populated.

The student is also sent an email automatically requesting to provide evidence of them meeting the prerequisite. Once the attendee uploads the evidence using the link provided to them in the email, a case is created in Salesforce to verify the documents submitted. The documents are attached to the attendee and can be found under notes and attachments related list of attendee. The value against the field 'Prerequisite Met' is also updated to 'P' which represents the documents are pending verification.

Please check with your state compliance team to get guidelines on what is qualified as a valid evidence when verifying the documents. If the documents meet the guidelines the value for 'Prerequisite Met' needs to be updated to 'Y'.

Please note the SOA will not be issued unless the prerequisites are verified and 'Prerequisite Met' is updated to 'Y'.