Transfer Credit Request for Others

Create a Credit Request for a Single User

1. Choose Professional Learning from the main menu.
2. Choose Manage, then Credit Requests for Others.
3. Click New Request.
4. Enter the Recipient. You can search for a user by name or employee ID.
5. Click Create.
6. Complete the credit request form. The user you selected will prepopulate the recipient field and cannot be edited.
7. Click Submit for Credit Approval.

Create a Bulk Credit Request for Multiple Users

1. Choose Professional Learning from the main menu.
2. Choose Manage, then Bulk Credit Requests.
3. Click Create Bulk Credit Request.
4. Complete the credit request form, then click Next.
5. Click Recipients. You can add recipients in one of two ways.
   • Select recipients:
     1. From the action menu, choose Add Recipients.
     2. Use the search box and/or filters to narrow the list of users.
     3. Select the checkboxes for the users you want to add.
     4. Click Add Selected.
   • Enter recipients:
     1. From the action menu, choose Add Recipients Advanced.
     2. Click the type of identifier you are going to use.
     3. Enter the identifiers in the box and select how they are separated.
     4. Click Preview to generate the list of users associated with the identifiers provided.
     5. Click Add Recipients to add the users to the request.
6. When finished adding recipients, click Close.