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Home > Continuing Education > Enter Certification Results - Bulk Entry
Enter Certification Results - Bulk Entry
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To quickly arrive at a subset of those you wish to mark for completion of a certification, the Bulk Entry tab allows you to select contacts, certification types, and components. For example, if a class was just help for a particular component, you can filter the list to just that component. Once you have made the appropriate selections, you can mark all as completed.

 

  1. Click the Bulk Entry tab. The tab will display all contacts currently in certification programs.

  2. If needed, click Customize Results to select the desired filters:
    • Add Contacts: If you wish to filter to specific contacts, begin typing in the names of those contact. 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.

    • Click Done.

  3. All contacts that match your filtering criteria will be displayed in the list, and selected by default. You may deselect any as needed.
  4. Once you have selected/deselected the appropriate contacts, click Mark as Completed.

    Edit Cert Bulk Entry.jpg

  5. On the Edit Certification Bulk Entry screen, update the following if needed:
    • Completed On: The date will default to the current date, you may update as needed.
    • Hours Earned: This will default to the hours configured for the component, you may update as needed.
    • Credits Earned: This will default to the credits configured for the component, you may update as needed.
  6. Click Done.
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