Wiki source code of Testing And Advancement

Last modified by Isaac Mejia on 2026/02/05 15:22

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Testing And Advancement =
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	5	Testing And Advancement
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20.1	7
1.1	8
	9	Mark Ready to Test
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	11	In order to book a member into a testing appointment, they must first be marked as ready to test. If you have set a skills or appointment requirement, the member will automatically be marked as ready upon completion of these requirements.
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	13	To manually mark a member as ready, go to Members>Programs and use the search fields to locate the member in question.
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19.1	15	[[image:kb-1487470646-1487503385-1.png]]
1.1	16	Once you have located the member, check the box to the left of their name.
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19.1	18	[[image:kb-1487470646-1487503392-1.png]]
1.1	19	Now select Ready to Test from the Actions drop down.
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19.1	21	[[image:kb-1487470646-1487503398-1.png]]
1.1	22	A Confirmation screen will pop up with the options Close, Apply to Checked or Apply to All Found.
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	24	Click Apply to Checked
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	26	(Note: you can click apply to all found if you want all members located by your search criteria to be marked as ready)
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	28	The member will now be marked as Ready to test.
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19.1	30	[[image:kb-1487470646-1487503404-1.png]]
1.1	31
	32	Book Test
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	34	Once your members are ready to test you can easily book them into a test appointment from the programs page.
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	36	(In order to book testing appointments from the programs tab, you must have an upcoming testing appointment on your schedules)
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	38	Go to Members>Programs
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19.1	40	[[image:kb-1487470646-1487503410-1.png]]
1.1	41	Use the search fields to locate the member in question.
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	43	Once you have located the members in question, check the boxes to the left of their names
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19.1	45	[[image:kb-1487470646-1487503416-1.png]]
1.1	46	From the actions drop down, choose Book for Test
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19.1	48	[[image:kb-1487470646-1487503422-1.png]]
1.1	49	A window will pop up displaying all available testing dates
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	51	For the desired date click Book Test for Checked
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19.1	53	[[image:kb-1487470646-1487503428-1.png]]
1.1	54	Member is now booked for testing appointment.
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	56	Once the member is checked into the testing appointment, they will be marked as Complete.
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	58	(The change to "complete" status after testing is currently not functioning. It is expected to be corrected by 6/1/17)
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	60	Advance Level
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	62	To advance a member to the next level go to Member>Programs and use the search fields to locate the member in question.
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19.1	64	[[image:kb-1487470646-1487503434-1.png]]
1.1	65	Check the box next to the member’s name
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19.1	67	[[image:kb-1487470646-1487503440-1.png]]
1.1	68	From the actions drop down, choose Level Up.
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19.1	70	[[image:kb-1487470646-1487503446-1.png]]
1.1	71	In the window that pops up, choose the date of advancement and click Apply to Checked.
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19.1	73	[[image:kb-1487470646-1487503452-1.png]]
1.1	74	The member will now be advanced to the next level.
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	76	Export Certificate
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	78	The export certificate action can be used to generate a list for all selected members that includes: Member Name, Belt Size (if tracked) Program name, Previous Level (if any), Finish Date (of the previous level), Current Level, and Start Date (of current level)
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	80	To create this list, go to Members>Programs
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19.1	82	[[image:kb-1487470646-1487503458-1.png]]
1.1	83	Check the box next to each member, you want to be included, on the list.
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19.1	85	[[image:kb-1487470646-1487503464-1.png]]
1.1	86	Then, choose Export Certificate from theAactions drop down.
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19.1	88	[[image:kb-1487470646-1487503470-1.png]]
1.1	89	In the window that pops up, click Apply to Checked.
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19.1	91	[[image:kb-1487470646-1487503476-1.png]]
1.1	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.
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	94	{{include reference="KBSupportCTA.WebHome"/}}