Enrolling a Customer into a Certification Program

You can enroll a candidate into a Certification Program from the Certification Program Profile. If a payment is required, you can apply the payment at this time, or later, from the Invoice Profile.

Note: You can also go Shopping from the Individual Profile and then select the Certification Program through the Shopping Wizard.

To enroll an individual into a Certification Program:

1. Go to the Certification Program Profile.
2. Click the Enroll button.

3. On the Select Customer page, enter the customer's last name (or part of the last name) in the Customer Name field, and then click the lookup button (or press Enter).

4. Select the name from the list of results to enter the name in the Customer Name field.

5. Click the Go to Shopping button.

6. On the Product Details page, select the initial status from the Status drop-down list (required).
7. Enter any requirements that are met at this time (i.e., courses completed, exams passed).

8. Click Add to Cart.
9. On the Shopping page, click Proceed to Checkout.

10. On the Payment Information page, select a Payment Method. (You can edit the Payment Amount.)
11. Enter other payment information as appropriate (e.g., Check #).
12. Click Next.

13. Click the Submit Order button on the Confirmation page.

14. The last step of the Shopping Wizard is a Shopping Confirmation page.

On the Individual Profile, the program displays on the Certs tab. To go to the Certificant Profile, click the Go To arrow next to the program name.

 

The Certificant Profile shows the Application Date and Certification Status.