The Credit Tab

Once a class session is complete, the instructor (or other administrator) will need to process credit to the participants for the class.  This is done in the Credit tab of a class session.

Important:  Do not process any credit until the class session is over.  When credit is processed for even one user, the following will occur:

• The class status will change to Closed (even if the class is in the future).
• Other enrolled users will be listed as no-shows when the overnight process runs.
• Other users can still enroll through the Class Calendar/Course Catalog, if the class registration date is in the future.  However, the system will now disregard the max number for the class, so a class could get too full.

To process credit for participants, go to Resources > Maintain Facilitated Sessions and search for the class session by title or other search criteria.  Select the desired class session in the list of search results and click Edit in the top toolbar.

NOTE:  You can also reach the Credit tab by right-clicking on the class session and selecting Go to Credit from the context menu.

Process Credit

The Credit tab will list all enrolled participants for the class session.

First, you will want to Set Defaults for the credit.  Click Set Defaults in the top toolbar to set the time for the class.  If you do not enter a time in the Default section, it can be manually entered next to each participant’s name.

After you have entered the time, click Update.  The Hours and Minutes columns will automatically update for all participants.  Other credit settings you can adjust include:

Score (Optional)

Type in a score for each participant, if desired.

Comments (Optional)

Type in any comments for each participant.

Class Drop-down

This box will only show if Multiple Rosters has been selected for this class session.  To give participants credit for attending select days, click the drop-down and select the day, then select the participants.  Important:  If a participant is only given credit for part of a class, the class will remain on their Learning Plan.  The Class option must be selected for participants to receive credit for the entire class and for the course to move over to their History.

Process No Show Fee

Select this checkbox, which appears in the top toolbar, to charge a “no show” fee to any participant for whom credit is not granted.  This box must be used in conjunction with the Cancellation Policy field on the Class tab.  A fee will only be assessed if it is part of the selected Cancellation Policy.  This is an optional field that is not part of every system.

To process credit, once settings are complete, select the name of each participant who should be granted credit.  If every listed participant should receive credit, select the checkbox by Last Name in the header row, and all names will be selected.  Then click the Process Credit button in the toolbar.

Once credit has been processed, the names will remain highlighted in blue even after you leave this screen.  The highlighting allows you to confirm which classes have already had their credit processed.

Once credit has been processed via the Process Credit button, the system will drop the enrollments of any users who did not attend (the drops will be processed in the evening).  You can use the ad hoc reporting tool (data source Classes > No Show Participants) to view the No Show participants after their enrollments have been dropped.

NOTE:  Even if the Automatic Attendance box is checked on the Virtual Class tab, you must still manage credit for No Show participants via the Credit tab.  This is not an automatic function.

Related Links

Create a New Class Session (The Class Tab)

The Notifications Tab

The Other Tab

The Audience Tab

The Virtual Class Tab

The Enrollment Tab