NOTE: If you are looking for specific information about starting a new reporting period on the Credit Tracker please click here.
The improved Credit Tracker includes features that make it much easier to use. With a focus on giving greater control to users, we've included tools in the Credit Tracker that include the ability to edit dates, view courses, start a new reporting period and remove a period. More in-depth information about each feature is provided below.
To adjust the dates on a Credit Tracker click the Tools button then select Edit.
Next, enter the correct start dates, end dates and bar number, then click save.
To view courses completed within the dates indicated on the Credit Tracker, click the Tools button, then click View Courses.
This will bring up a filtered version of the My Certificates page. As seen in the below screen grab, it will show all courses completed during the specific dates and times indicated on the Credit Tracker.
Start A New Reporting Period
To begin a new reporting period on the Credit Tracker, click the Tools button, then click Start A New Reporting Period.
This will bring up a series of drop down menus. In the drop down menu, select profession, state, start date, end date and bar number.
Click the blue save button on the bottom right of the menu.
To remove a reporting period click the Tools button, then click Remove.
This will bring up another menu specifying the state and the reporting period.
To proceed with removing a reporting period click delete. This will remove the indicated reporting period from the Credit Tracker.
Need help or more information? Please contact our customer support team at firstname.lastname@example.org or via telephone at 877-518-0660.