State-Specific Ethics - Qualification or Credit Modification

Many States require Board-Approved or State-Specific Ethics credits that require a Program Qualification or Credit Modification to properly apply the credits to the jurisdiction.  There are multiple ways to modify credits:

Apply the Qualification at the Program Level

1. Go to Training and locate the program you want to update.
2. From the menu options, select Edit Program.
3. In the Edit Program view, scroll to the Program Qualifications section.
4. Select Jurisdiction-Specific Ethics, then choose Jurisdiction from the dropdown menu.
5. Scroll down and select Save to apply the changes.
6. In the pop-up window, check the box to reapply changes to previously passed users.
   • This will update credits for all previously passed users using the default credit value and apply them toward the State or jurisdiction-specific ethics/requirements

Note: If a user has custom credits, those credits must be updated manually (see below) or via an Earned Credits bulk upload for multiple users.

Modify Credit for a Single User

1. Open the user’s Transcript and select the program that needs updating.
2. From the row action icon, select Manage attendees.
3. In the attendee list, find the specific user and choose View Credits from the row action menu.
4. In the pop-up window, select Edit This Credit in the upper right corner.
5. Scroll to the list of jurisdictions assigned to the user. In the desired jurisdiction, move the credit from the current category to the jurisdiction-specific ethics/requirement category.
6. Select Save to apply the updated credit and ensure it counts toward the jurisdiction-specific requirement.

Require users to Request Credit Modification

This workflow requires the user to confirm that the credits meet the State Board ethics requirements before any modifications are made. As an admin, you will review and approve the request, and the credits will be re‑applied upon approval to ensure the user’s request history is preserved.

For detailed instructions on this workflow, see:
https://help.lcvista.com/hc/en-us/articles/38973937669645-Credit-Modification-Approval-Process