Close CGS without Completing Cert (PDF: 195KB/2 pages)

HuBERT
Structured Exercises
Close CGS without
Completing Cert
CRITERIA:
Find a child in your local agency
Not in current certification (Cert End Date < Current Date)
Begin a certification for participant.
State WI C I D:
Complete the Demographics screen only.
Close the Certification Guided Script (CGS).
(Use this exercise to complete “Remov e I ncomplete Cert” on same date.)
How to close the CGS without completing a certification:
o Open participant folder
o Click the Certification icon
o Click Yes button on “Do you w ant to start…?” prompt
o Click Demographics link
o Complete required fields in Demographics tabs
o Update Telephone 1 to new telephone number
o Click OK button
o Click Close Certification icon

Participant folder w ill remain “locked” (fields disabled/grayed out) until
certification completed
o Click Close Participant Folder icon