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Manually assigning a credential to a contact

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Occasionally an administrator must manually assign a credential to a contact record.  

To do so, log into your system with administrative access and then click on "Contacts" and then click on the detail link for the contact you wish to add a credential to.

Contacts.png

 

Scroll down and you will see the "Credentials" section on the right (depending on the browser width). For any credentials that haven't already been applied for or assigned it will include an "Add" button.   To assign the credential click the "Add" button:

contacts_add_credential.png

Once you click "Add" it will be automatically added to the contact's record** and you will be taken to the credential settings for the contact you are on.  You can then set the following fields:

  • Start Date
  • Expiration Date
  • Status 
  • Admin Notes 
  • Issuing Organization (if applicable)

If the credential requires the contact to sign you should set the status to "Incomplete" or "Expired". Incomplete will require the contact to sign upon their next login to the system.  Expired will only require the signature if they also have an assignment with that credential required.  If they do not they would then need to go to their profile to update the expired credential (if the credential is configured to allow update after expiration). 

Once you have updated the information desired click "Save" to complete your credential settings for the contact. 

 

**Note: The credential is added to the contact's record based on the credential's default configuration settings.  So if the credential default status is "Approved" and you click "Add" and then cancel on the credential settings page, it will be added as "Approved" and any other default settings.

 

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