The Goal: Decline a pending certification enrollment application so the contact's status is updated and they are not progressed into the program.
Before You Begin:
- The certification program must be configured with Require Admin Approval enabled. Contacts must have already submitted an enrollment application (status: Applied) before this process applies.
- Staff members who should receive notifications should be subscribed to the New Certification Application notification.
Step-by-Step Instructions
You may configure your certification programs to require approval when a contact enrolls. Until approved, the contact's certification status will be listed as Applied. Staff members who have subscribed to the New Certification Application notification will receive an email when a new application is submitted.
You may click the link in that notification email to open the Tracking page directly, or follow the steps below to navigate there manually.
- Go to Events & Learning, Continuing Education section, click Tracking.
- In the Quick Filter drop-down list, select Applied.
- For the desired individual, click the Certification Name link.
- In the Certification Status drop-down list, select Declined.
- Click Done.
Common Pitfalls
- Can't find the applicant: Make sure the Quick Filter is set to Applied. Contacts with other statuses will not appear in this filtered view.
- Notification not received: Staff must be individually subscribed to the New Certification Application notification to receive email alerts for new applications.