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Changes for page Testing And Advancement

Last modified by Isaac Mejia on 2026/02/05 15:22
From version 20.1
edited by Isaac Mejia
on 2026/02/05 15:22
Change comment: There is no comment for this version
To version 13.1
edited by Isaac Mejia
on 2025/12/15 16:32
Change comment: There is no comment for this version

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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 +
5 5   Testing And Advancement
6 6  
7 -
11 + Created by
12 + Amith on Feb 05, 2021
8 8  
9 9  **Mark Ready to Test**
10 10  
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12 12  
13 13  To manually mark a member as ready, go to Members>Programs and use the search fields to locate the member in question.
14 14  
15 -[[image:kb-1487470646-1487503385-1.png]]
20 +image:kb-1487470646-1487503385-1.png
16 16  Once you have located the member, check the box to the left of their name.
17 17  
18 -[[image:kb-1487470646-1487503392-1.png]]
23 +image:kb-1487470646-1487503392-1.png
19 19  Now select Ready to Test from the Actions drop down.
20 20  
21 -[[image:kb-1487470646-1487503398-1.png]]
26 +image:kb-1487470646-1487503398-1.png
22 22  A Confirmation screen will pop up with the options Close, Apply to Checked or Apply to All Found.
23 23  
24 24  Click Apply to Checked
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27 27  
28 28  The member will now be marked as Ready to test.
29 29  
30 -[[image:kb-1487470646-1487503404-1.png]]
35 +image:kb-1487470646-1487503404-1.png
31 31  
32 32  **Book Test**
33 33  
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37 37  
38 38  Go to Members>Programs
39 39  
40 -[[image:kb-1487470646-1487503410-1.png]]
45 +image:kb-1487470646-1487503410-1.png
41 41  Use the search fields to locate the member in question.
42 42  
43 43  Once you have located the members in question, check the boxes to the left of their names
44 44  
45 -[[image:kb-1487470646-1487503416-1.png]]
50 +image:kb-1487470646-1487503416-1.png
46 46  From the actions drop down, choose Book for Test
47 47  
48 -[[image:kb-1487470646-1487503422-1.png]]
53 +image:kb-1487470646-1487503422-1.png
49 49  A window will pop up displaying all available testing dates
50 50  
51 51  For the desired date click Book Test for Checked
52 52  
53 -[[image:kb-1487470646-1487503428-1.png]]
58 +image:kb-1487470646-1487503428-1.png
54 54  Member is now booked for testing appointment.
55 55  
56 56  Once the member is checked into the testing appointment, they will be marked as Complete.
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61 61  
62 62  To advance a member to the next level go to Member>Programs and use the search fields to locate the member in question.
63 63  
64 -[[image:kb-1487470646-1487503434-1.png]]
69 +image:kb-1487470646-1487503434-1.png
65 65  Check the box next to the member’s name
66 66  
67 -[[image:kb-1487470646-1487503440-1.png]]
72 +image:kb-1487470646-1487503440-1.png
68 68  From the actions drop down, choose Level Up.
69 69  
70 -[[image:kb-1487470646-1487503446-1.png]]
75 +image:kb-1487470646-1487503446-1.png
71 71  In the window that pops up, choose the date of advancement and click Apply to Checked.
72 72  
73 -[[image:kb-1487470646-1487503452-1.png]]
78 +image:kb-1487470646-1487503452-1.png
74 74  The member will now be advanced to the next level.
75 75  
76 76  **Export Certificate**
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79 79  
80 80  To create this list, go to Members>Programs
81 81  
82 -[[image:kb-1487470646-1487503458-1.png]]
87 +image:kb-1487470646-1487503458-1.png
83 83  Check the box next to each member, you want to be included, on the list.
84 84  
85 -[[image:kb-1487470646-1487503464-1.png]]
90 +image:kb-1487470646-1487503464-1.png
86 86  Then, choose Export Certificate from theAactions drop down.
87 87  
88 -[[image:kb-1487470646-1487503470-1.png]]
93 +image:kb-1487470646-1487503470-1.png
89 89  In the window that pops up, click Apply to Checked.
90 90  
91 -[[image:kb-1487470646-1487503476-1.png]]
96 +image:kb-1487470646-1487503476-1.png
92 92  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.
93 93  
94 94  {{include reference="KBSupportCTA.WebHome"/}}
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