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Searching for Certificants

Before you can update the Certificants’ Status, you will need to find the records to be included in the batch update process.

To search for Certificants:

1. On the Certification Processes Menu page, click Process to Update Status & Certify. The Certification Batch Update window displays.

2. To find the group of customers to include in the batch update process, use any of the following search criteria:
   • Certification Program
   • Certification Fee (Rate)
   • Certification Status
   • Certification Effective Dates
   • Certification Application Dates
   • Certification Enrollment Dates
   • Initial Certification Dates

3. To find customers who are already certified, select the Currently Certified check box.
4. Add the Batch Update Attributes:
   • Cert New Status (usually certified)
   • Status Reason
   • Certify (updates Effective and Expiration Dates, Certification Number, etc.
   • Effective Date

Note: If you only want to update a status for a batch, don’t select the Certify check box or fill in the Effective Dates.

5. Click Search Selection to find the customers who meet the selected criteria.
6. Click Process All.