Managing transfer education units

For each customer you can specify the transfer education units that you have accepted from other agencies.

 

    1. Choose one of the following:

    2. Search for and select the customer that you want to modify.

    3. Click List Activity Grades.

    4. Choose one of the following:

    5. Enter the Description of the accepted transfer education unit (generally the activity name and number for the transferring agency).

    6. Enter the name of the agency that the transfer education unit has been accepted from in the Accepted From box.

    7. Enter the number of Education Units that the activity carries.

    8. Click the calendar icon  beside the Record Date box and select a date for the education units that have been accepted.

    9. Click Save.

Related topics

Viewing a customer's activity grades

Using the activity roster to assign grades to customers

 

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