The Goal: Use Bulk Entry to filter a subset of contacts in certification programs and mark them all as completed at once.
Before You Begin:
- Contacts must already be enrolled in a certification program before they will appear in Bulk Entry.
- Certification components must be configured with the appropriate hours/credits before completing this process.
Step-by-Step Instructions
- Go to Events & Learning, Continuing Education section, click Bulk Entry. The page will display all contacts currently in certification programs.
- If needed, click Customize Filter to narrow the list using any of the following:
- Contacts: Begin typing the names of the contacts you wish to filter to. You may enter as many contacts as you wish.
- Certifications: Select one or multiple certifications to filter to just those certifications.
- Components: Select one or multiple components to filter results to just those components.
- Certification Enrollment Date: Select a date or range of dates to filter.
- Click Done to apply any or all filters.
- The contacts matching your filter criteria will appear in the list. Select the contacts you wish to enter results for by enabling the checkbox to the left of each name, or select the top checkbox to select all contacts.
- Once you have selected the appropriate contacts, click Mark All Completed.
- On the Edit Certification Bulk Entry screen, the system applies the credits/hours to the selected contacts as configured in the certification components. By default, the Completed On date is set to today's date; modify if needed.
- If you need to modify the credits or hours credited to the contacts, enable the Override Default Hours and Credits option and make the needed changes. This only affects the credits or hours granted upon completion for those contacts — it does not modify the original component or certificate settings.
- Hours Earned: Defaults to the hours configured for the component; update as needed.
- Credits Earned: Defaults to the credits configured for the component; update as needed.
- Click Done.
Common Pitfalls
- Override affects only this session: Using Override Default Hours and Credits changes the hours/credits for the selected contacts only. It does not alter the component or certificate template settings for future use.
- No contacts visible: If the list is empty, verify that contacts are enrolled in a certification program and that your filters are not too restrictive.