Professional Learning
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Manage Credit Bank

Credit bank allows administrators to track and manage professional development credits earned by users. You can view credit totals, manage banking periods, and reset the credit bank when needed.

View Credit Bank

  1. From the main menu, choose Administration.

  2. Under Applications, choose Credential Administration.

  3. Click Manage Credit Bank.

  4. Enter user search criteria, then click Search.

  5. View the credit bank summary for the selected user, including earned credits and banking period.

Accessing Credit Bank

You can access a user's credit bank in two ways:

Option 1: From Credential Administration

  1. From the main menu, choose Administration.

  2. Under Applications, choose Credential Administration.

  3. Click Manage Credit Bank.

  4. Search for the desired user.

Option 2: From User Accounts

  1. From the main menu, choose Administration.

  2. Click User Accounts.

  3. Search for the desired user.

  4. Click the action menu (dropdown icon) next to the user's name.

  5. Select Manage Credit Bank.

  6. The user's credit bank opens in a new tab.

Permissions Required:

You must have both User Accounts permission and Credential Administration permission to access credit bank via this path. If Credit Banking is not enabled at the system level, the "Manage Credit Bank" option will not appear.

Reset Credit Bank

Use the Reset Bank feature to clear the current credit bank and start a new banking period.

Important:
Any credits earned on the same day after a reset is initiated will not be counted or rolled over. Ensure all same-day credit activities are completed before performing a reset.

  1. From the main menu, choose Administration.

  2. Under Applications, choose Credential Administration.

  3. Click Manage Credit Bank.

  4. Search for and select the desired user's credit bank.

  5. Click Reset Bank.

  6. A confirmation dialog will appear with the following warning:

    "Please note, any credits that are earned today after this reset will not be counted or rolled over."

  7. Review the warning carefully.

    • Click I Understand to proceed with the reset.

    • Click No, Cancel to abort and return without changes.

  8. If confirmed, the page will reload reflecting the updated reset state.

Things to Know

  • Credits earned before the reset on the same day are preserved.

  • Credits earned after the reset on the same day will not be counted or rolled over into the new banking period.

  • Credits from previous days are unaffected by the reset.

  • This behavior is due to legacy banking logic. The confirmation dialog ensures administrators are aware before proceeding.