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
on 2025/12/15 16:32
Change comment:
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To version 20.1
edited by Isaac Mejia
on 2026/02/05 15:22
on 2026/02/05 15:22
Change comment:
There is no comment for this version
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... ... @@ -2,14 +2,9 @@ 2 2 3 3 = Testing And Advancement = 4 4 5 -{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/testing-and-advancement_1487470646>>https://membersolutions-9221154.hs-sites.com/kb/testing-and-advancement_1487470646]]{{/info}} 6 - 7 -* [[Members>>Members_1616674875.html]] 8 - 9 9 Testing And Advancement 10 10 11 - Created by 12 - Amith on Feb 05, 2021 7 + 13 13 14 14 **Mark Ready to Test** 15 15 ... ... @@ -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 15 +[[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 18 +[[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 21 +[[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 30 +[[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 40 +[[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 45 +[[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 48 +[[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 53 +[[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 64 +[[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 67 +[[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 70 +[[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 73 +[[image:kb-1487470646-1487503452-1.png]] 79 79 The member will now be advanced to the next level. 80 80 81 81 **Export Certificate** ... ... @@ -84,17 +84,16 @@ 84 84 85 85 To create this list, go to Members>Programs 86 86 87 -image:kb-1487470646-1487503458-1.png 82 +[[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 85 +[[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 88 +[[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 91 +[[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"/}} 100 -
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