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How do you edit Credit Type time for learners?

edit CT title

 

There may be times when you need to edit the Credit Type for all participants or for individual event participants. You have two options when that time comes.

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Option 1: Edit Credit Type Individually

From the HQ go to the event view page. If you have any credit types for this event, you will see them displayed in the bottom left corner.

1- HQ- CT

If you do have any credit types attached to this event, you will see the header on the right side of the participant list. 

2- CT Header

Once a participant is checked in, you will see the edit button.

3- edit button

Edit the time this individual will be awarded and click Save Changes.

4- save changes

The participant will see the available credit types and what they earned on the Learn side of the event.

5- Ct Learn side


Option 2: Bulk Edit Credit Type After Check-In

For the support article to send to your learners, click HERE.

After the event was over and people were checked in, I added another credit type.
From the edit page of the event in HQ, slide the button to allow participants to update this from the learn side and click Update Event in the upper right corner.

1- edit credit type

The participant will now see the "Update With Latest PD Credit" button under the Credit Types on the left sidebar that they will need to click.

2- update button on Learn

Once they click that, they will see the updates you made on the HQ side.
It is important to note that if you edited the credit type for this participant individually, you will need to go back and make those edits again.

3- updated

If you click the edit button for a participant that is already checked in, you will see the credit type that was awarded prior to adding another one.

5- checked in

4- added CT

If you UNCHECK the attended slider and check them back in, the credit type will update. You can click the edit button again to confirm.
If you use this method, export your participants first so you can keep track of each person accurately, since their names will shift in the list when you uncheck the slider.

6- Check back in


Video Demonstration