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Changes for page Testing And Advancement

Last modified by Isaac Mejia on 2026/02/05 15:22
From version 16.1
edited by Isaac Mejia
on 2025/12/15 16:32
Change comment: There is no comment for this version
To version 19.1
edited by Isaac Mejia
on 2026/02/05 15:08
Change comment: There is no comment for this version

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... ... @@ -17,13 +17,13 @@
17 17  
18 18  To manually mark a member as ready, go to Members>Programs and use the search fields to locate the member in question.
19 19  
20 -image:kb-1487470646-1487503385-1.png
20 +[[image:kb-1487470646-1487503385-1.png]]
21 21  Once you have located the member, check the box to the left of their name.
22 22  
23 -image:kb-1487470646-1487503392-1.png
23 +[[image:kb-1487470646-1487503392-1.png]]
24 24  Now select Ready to Test from the Actions drop down.
25 25  
26 -image:kb-1487470646-1487503398-1.png
26 +[[image:kb-1487470646-1487503398-1.png]]
27 27  A Confirmation screen will pop up with the options Close, Apply to Checked or Apply to All Found.
28 28  
29 29  Click Apply to Checked
... ... @@ -32,7 +32,7 @@
32 32  
33 33  The member will now be marked as Ready to test.
34 34  
35 -image:kb-1487470646-1487503404-1.png
35 +[[image:kb-1487470646-1487503404-1.png]]
36 36  
37 37  **Book Test**
38 38  
... ... @@ -42,20 +42,20 @@
42 42  
43 43  Go to Members>Programs
44 44  
45 -image:kb-1487470646-1487503410-1.png
45 +[[image:kb-1487470646-1487503410-1.png]]
46 46  Use the search fields to locate the member in question.
47 47  
48 48  Once you have located the members in question, check the boxes to the left of their names
49 49  
50 -image:kb-1487470646-1487503416-1.png
50 +[[image:kb-1487470646-1487503416-1.png]]
51 51  From the actions drop down, choose Book for Test
52 52  
53 -image:kb-1487470646-1487503422-1.png
53 +[[image:kb-1487470646-1487503422-1.png]]
54 54  A window will pop up displaying all available testing dates
55 55  
56 56  For the desired date click Book Test for Checked
57 57  
58 -image:kb-1487470646-1487503428-1.png
58 +[[image:kb-1487470646-1487503428-1.png]]
59 59  Member is now booked for testing appointment.
60 60  
61 61  Once the member is checked into the testing appointment, they will be marked as Complete.
... ... @@ -66,16 +66,16 @@
66 66  
67 67  To advance a member to the next level go to Member>Programs and use the search fields to locate the member in question.
68 68  
69 -image:kb-1487470646-1487503434-1.png
69 +[[image:kb-1487470646-1487503434-1.png]]
70 70  Check the box next to the member’s name
71 71  
72 -image:kb-1487470646-1487503440-1.png
72 +[[image:kb-1487470646-1487503440-1.png]]
73 73  From the actions drop down, choose Level Up.
74 74  
75 -image:kb-1487470646-1487503446-1.png
75 +[[image:kb-1487470646-1487503446-1.png]]
76 76  In the window that pops up, choose the date of advancement and click Apply to Checked.
77 77  
78 -image:kb-1487470646-1487503452-1.png
78 +[[image:kb-1487470646-1487503452-1.png]]
79 79  The member will now be advanced to the next level.
80 80  
81 81  **Export Certificate**
... ... @@ -84,16 +84,16 @@
84 84  
85 85  To create this list, go to Members>Programs
86 86  
87 -image:kb-1487470646-1487503458-1.png
87 +[[image:kb-1487470646-1487503458-1.png]]
88 88  Check the box next to each member, you want to be included, on the list.
89 89  
90 -image:kb-1487470646-1487503464-1.png
90 +[[image:kb-1487470646-1487503464-1.png]]
91 91  Then, choose Export Certificate from theAactions drop down.
92 92  
93 -image:kb-1487470646-1487503470-1.png
93 +[[image:kb-1487470646-1487503470-1.png]]
94 94  In the window that pops up, click Apply to Checked.
95 95  
96 -image:kb-1487470646-1487503476-1.png
96 +[[image:kb-1487470646-1487503476-1.png]]
97 97  The file that downloads with be in .txt format. This cannot be opened directly with excel, but you can copy and paste all of the data contained within into a spreadsheet, and it will retain formatting.
98 98  
99 99  {{include reference="KBSupportCTA.WebHome"/}}
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