How to Apply Certification Credit to a List of Users

Create a list of users:

1. On Import tab, click Add button

2. Enter List name and Description 
3. Click Create List button 

4. Edit list page is displayed
5. Upload a list of users through a CSV file. Click Select files button and pick a CSV file. Click the OK button to confirm the action.
    
6. Users will be listed on the table
7. Or; manually add more users to list. Enter the email address, first name and last name under the Add Additional Users section. Click Add User button. 

8. Click the Submit Users button once the list has been finalized 

9. Users will be added to the list and to the selected group

Apply Certification Credit to a User List

Here are the steps to bulk apply requirement credit to list:

1. On Import tab, click Apply Credit button

2. Fill up the form with required information (Certification, Requirement, Approval Item Name) 

• Certification – List all the certifications for selected group and all public certifications on the site
• Requirement – List all requirements for selected certification
• Approval Item Name – Name of equivalent requirement for approval (i.e. Training, Conference)
• Hours – Field is displayed if selected requirement is elective; otherwise, hidden. Admin can award credit hour until the maximum value.
• Notes – Additional notes from admin
• Apply to all certifications with this requirement – If marked, credits will be applied to all certifications, currently assigned to the user, with the selected requirement
   

3. Click the Submit button to apply credit to all users for the selected list