Enrolling the Certification Applicants into a Certification Program

You can use the Process Certification Application batch process to enroll certification applicants who have met requirements into a Certification Program. You can also use this process to create invoices for the initial certification term.

To search for applicants:

1. On the Certification Processes Menu page, click Process Certification Applications.
2. In the Certification Application Process window, the batch name order source code is automatically assigned.
3. Select the application status criteria that you want to use as search criteria for the certification applicants:

• Certification Application Program Name
• Application Fee (Rate)
• Application Status
• Application Deadline Start and End Dates
• Met the requirements

To enroll the applicants into a Certification Program:

1. Select the Create Invoice check box to create invoices for the Certification Program.
2. Select the Certification Program they have applied to.
3. Select the Certification Program Fee.
4. To use a default fee, select the rate from the Default Certification Rate drop-down list.
5. To use price qualifiers to determine the fee, select the Price Based on Price Qualifier check box.
6. Select the applicants’ initial status from the Certificant Initial Status drop-down list. (In most cases this will be ”r;enrolled.”)
7. Click Search Selection. You will see the list of returned records that meet the criteria. You can clear the check box for any records that you do not want.
8. Click Process the Renewals to enroll the applicants into the Certification Program and create the invoices.

 

Note: To close the window, click Exit.