Modules

Defines the catalogue of financial-education courses the institution offers members, such as savings discipline, loan responsibility or business management. Each module holds its content outline, duration and pass criteria, forming the basis for member enrolments and certification.

Modules
Modules — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Financial Literacy then Modules
  2. Click New to create a literacy module
  3. Name it and outline the topics, duration and completion criteria
  4. Activate the module so it can be enrolled in
  5. Maintain and revise modules as the curriculum evolves

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Required for Loans
required_for_loan
Yes/No—If set, members must complete this module before a loan requiring financial literacy can be submitted.
Content URL
content_url
Text—Link to the video / PDF / LMS page
Module Name
name
TextYesModule Name
Code
code
TextYesCode
Description
description
Rich text—Description
Duration (minutes)
duration_minutes
Number—Duration (minutes)
Pass Score (%)
required_pass_score
Number—Pass Score (%)
Sequence
sequence
Number—Sequence
Active
active
Yes/No—Active
Questions
question_ids
List—Questions
Question Count
question_count
Number—Question Count
Enrollment Count
enrollment_count
Number—Enrollment Count
Completed Count
completed_count
Number—Completed Count

Notes & rules

  • Model mfi.member.literacy.module
  • Catalogue of training courses
  • Defines pass criteria for certificates
  • Referenced by enrollments and certificates screens

Technical model: mfi.member.literacy.module · Record: Financial Literacy Training Module

Was this page helpful?