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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:
- On the Certification Processes Menu page, click Process Certification Applications.
- In the Certification Application Process window, the batch name order source code is automatically assigned.
- 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:
- Select the Create Invoice check box to create invoices for the Certification Program.
- Select the Certification Program they have applied to.
- Select the Certification Program Fee.
- To use a default fee, select the rate from the Default Certification Rate drop-down list.
- To use price qualifiers to determine the fee, select the Price Based on Price Qualifier check box.
- Select the applicants’ initial status from the Certificant Initial Status drop-down list. (In most cases this will be ”r;enrolled.”)
- 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.
- Click Process the Renewals to enroll the applicants into the Certification Program and create the invoices.
Note: To close the window, click Exit.