Occasionally an administrator must manually assign a credential to a contact record.  Depending on the credential's default status configuration, the options available to the administrator are different.  

Default statuses for credentials are:

• Submitted 
• Review
• Approved

The available credential statuses when manually adding a credential to a contact's record are as follows:

Approved: Approved, Expired

Submitted: Submitted, Review, Approved, Exempt, Canceled

Review: Review, Incomplete, Submitted, Approved, Exempt, Canceled, Denied

NOTE: An integrated credential does not follow these rules.  An integrated credential can only be initiated via a project need or if it is a global credential.   UNLESS YOU ARE EXEMPTING A CONTACT FROM AN INTEGRATED CREDENTIAL.

Additionally, credentials are automatically required of volunteers based on their assignments. The volunteer will automatically be prompted for those credentials and there is normally no need to manually add credentials that are associated with volunteer assignments. 

We only recommend adding any type of credential manually, if adding it as Approved or Exempted. 

To add a credential to a contact's record, log into your system with administrative access and then click on "Contacts" and then click on the detail link for the contact you wish to add a credential to.

Only Active Credentials (Approved/Exempt) are displayed on the initial contact detail screen. To view any additional credentials, with a different status, or manually add a credential, you can either click the "Credentials" button () at the top of the screen or scroll down and at the bottom of the "Active Credentials" section and click on the "All Credentials" button ():

This will bring you to the Contact Credential page. For any credentials that haven't already been applied for or assigned, you can add via the "Manually Add Contact Credential".

Any credentials activated in the system but not already assigned to the volunteer will be available via the drop-down grouped by credential type.  To add a credential, click the Credential drop-down, select the Credential desired and then click the "Add" button (): 

Once you click "Add" you will be taken to the available credential settings.  The credential will not be added to the volunteer's record until you click "Save".  

You can then set the following fields:

• Status
• Start Date
• Expiration Date (optional depending on credential configuration)
• Admin Notes 
• Issued By (if applicable)
• Upload Supporting Documents (if applicable)
• Waiting for File Upload (if applicable)

Once you have updated the information desired click "Save" to complete your credential settings for the contact. 

NOTES

If the credential requires the contact to sign you should set the status to "Incomplete" (ONLY FOR THOSE REQUIRING FILE UPLOAD) or "Expired". Incomplete status along with configuring the credential, that a file is waiting for upload, will add the credential "Complete Application" banner to the contact's dashboard when they are in the system.  Click here for more information.  Expired will only require the signature if they also have an assignment with that credential required or if they go to their profile page and select "Re-Apply".