Cplta - Online Credit Tracking System

Cplta - Online Credit Tracking System

CPLTA ONLINE CREDIT TRACKING SYSTEM Member Instructions Welcome! Login Username: Email Address

Password: Currently set default nalta Manage Your Account Details GENERAL Personal - Allows updates or additions Name or Nickname Accreditations

Email Preferences - Allows updates or additions Email Address Addition of Alternate Email Address Please check mark box for preferred email address Password Allows password changes Enter chosen password into New password field Re-enter chosen password into Confirm password

Manage Your Account Details Special Note: Please change your password from the current default to a more secure password on initial login! Screen Shot Upon completion of updates click on SAVE

Manage Your Account Details CONTACT INFO Phone Number Allows updates or additions Work phone # Alternate phone # Fax phone # Alternate Address Allows updates or additions

Work addresses are typically listed here Home Address Allows updates or additions Manage Your Account Details Screen Shot Upon completion of updates click on SAVE

Manage Your Account Details CERTIFICATIONS View Drop down menu for all or specific years found on top right hand corner of screen Can view credit requests processed within a given year Can view all credit requests processed within current certification period # of points submitted and approved listed below drop

down menu in light gray Manage Your Account Details Screen Shot Manage Your Account Details Create Credit Requests Click on CREATE

Manage Your Account Details Select Credit type on Create Certification Credit Screen Click on CREATE at bottom of screen Manage Your Account Details Select a pre-approved credit Luncheons, Seminar, Webinars & Conferences held by

local and national oil and gas associations can often be found under pre-approved events Once this option is chosen a drop down menu will appear that members can scroll through to search for an event Once event is selected click on CREATE Special Note: If you attended a pre-approved event but do not plan to claim full credit due to leaving early or any other reason,

please create a new event and do not use the existing preapproved event, as the amount of credits cannot be modified on these events! Manage Your Account Details Screen Shot Manage Your Account Details Select a new credit

Complete all fields on this screen Click on BROWSE in the green bar area of the screen to upload event agendas or other event related documents for review by the chapter liaison if needed Find and select the file for uploading and click on OPEN The CREATE INFO screen will then return Click on CREATE at the bottom of the screen to create your credit request

Manage Your Account Details Screen Shot Manage Your Account Details Special Note: Submitting a credit request is now a single step process. Also you cannot edit the event information originally input into a credit request once it has been submitted. SEE

Delete - Credit Requests. Edit Credit Requests Editing a credit request is only used to upload documents as back up for a previously submitted credit request, which may be asked of you by the approving liaison after their initial review of the credit request Click on EDIT

Manage Your Account Details Screen Shot Manage Your Account Details Edit Credit Requests Cont.

Click on DOCUMENTATION tab Click on BROWSE Select file for uploading and click on OPEN Click on UPLOAD DOC to complete the file upload. File name should now appear in blue just above UPLOAD DOC

Click on X in the top right hand corner of the screen to return leave the EDIT screen and return to the CERTIFICATIONS screen for your account Manage Your Account Details - Click on UPLOAD DOC Screen Shot

Manage Your Account Details Screen Shot of Completed Upload Manage Your Account Details Delete Credit Requests Should you need to change or correct any credit request still in the submitted status, please use the

DELETE function and then re-enter your request. Highlight the event you wish to delete Once highlighted click on DELETE Please note, once deleted it is not possible for the member or the liaison to retrieve this event request, so it will require re-entry if deleted on accident. Manage Your Account Details

Screen Shot We hope you find the NEW CPLTA Tracking System is more user friendly. Please contact your liaison should have require any additional assistance or experience any problems!

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