What this category's data looks like
This page focuses on material drafting and responsibility handover for continuing education credit hour recognition, involving three types of materials: course filing forms, study certificates, and credit hour recognition forms. Course filing forms record the course name, number, and start date; study certificates record the learner's name, course name, study start and end dates, and the number of credit hours; credit hour recognition forms summarize the recognized credit hours, recognition date, and responsible person's signature. The material sources are training implementation institutions and recognition management departments, and the update cadence rolls with course batches and recognition cycles. Common field characteristics include that the name, quantity, and date of the same record across the three materials must be aligned item by item, the version number and issue date must be synchronized, and the signature field and receipt field must be complete. When the materials enter the sharing and embedding feature, the course filing form serves as the prerequisite basis, the study certificate serves as the process evidence, and the credit hour recognition form serves as the final conclusion; the three display corresponding content by identity, for external visitors to view by role.
Configuration and implementation checks
This step is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication result. The material drafts and handover records that can be issued are then completed by external visitors seeing the corresponding content by identity. The sharing link can be configured with an expiration time, a per-minute access limit, a credit limit, identity verification, and display items for quoted snippets, quoted full text, and source original text.
| Object | Check | Verification action |
|---|---|---|
| Course filing form | The course name, number, and start date must be consistent with the study certificate, and the signature field must be complete | Compare the name, number, and date item by item, and check the signature and receipt |
| Study certificate | The learner's name, course name, study start and end dates, and number of credit hours must be aligned with the filing form | Check the name, quantity, and date against the same record, and check the version number and issue date |
| Credit hour recognition form | The recognized credit hours, recognition date, and responsible person's signature must be consistent with the study certificate | Check the recognized credit hours against the quantity in the study certificate, and check the responsible person's signature and receipt |
| Sharing link | The expiration time, per-minute access limit, identity verification, and quote display items are configured as needed | Check the time limit and values of the link corresponding to shareId, and access it once with an unauthenticated session |
Three common errors
- Symptom: The course name and credit hour quantity of the same record do not match between the course filing form and the study certificate. Cause: During drafting, they were not aligned item by item against the same record, and the versions were not synchronized.
- Symptom: The credit hour recognition form lacks the responsible person's signature or receipt, so the handover step cannot be signed for. Cause: During material circulation, the signature field and receipt field were not checked, and the responsible person was unclear.
- Symptom: The link cannot be opened after a period of time or access is rate-limited. Cause: After the expiration time and per-minute access limit were set according to usage needs, the time limit and values were not checked in the link configuration.
How to verify the setup
Feature acceptance: Access once each with an unauthenticated session and an over-limit request, and check the allowance and quote display; check the expiration time, per-minute access limit, identity verification callback, and display items for quoted snippets, quoted full text, and source original text of the link corresponding to shareId; record the number of quotes separately, and check the tokens of the quoted text against the budget.
Business test: Draft one copy according to the template and complete one handover, and see whether missing items are blocked.
- Check the expiration time and per-minute access limit in the link configuration, and try once with an over-limit request.
- Check the toggle status of the display items for quoted snippets, quoted full text, and source original text item by item, and access once with an unauthenticated session.