How to Roll or Reassign CE to a Different Renewal Cycle on CE Zoom (V2)

Learn how to move a CE certificate forward or backward to apply it to a different renewal cycle within your CE Zoom account.

Steps to Reassign a CE to a Different Renewal Cycle:

1. From your Dashboard, hover over My Certificates in the left-hand navigation menu.

2. Click My CE’s from the expanded menu.
   

3. Locate the CE record you wish to reassign:

   • Use the License and Period filters to narrow your results.

   • Or, use the search bar to quickly find the CE by keyword.

4. In the Actions column, hover over Manage Certificates and click Rollover CE.

5. In the pop-up modal:

   • Choose the license for which you want to apply the CE to a different renewal cycle.

   • Each license must be managed individually.

6. Under Renewal Cycle, select the renewal period you want to assign the CE to.

   • By default, CE is applied according to the earn date.

   • If no other renewal cycles appear in the dropdown, rollovers are not available for that license.

   • To assign a CE to a past renewal period, that period must first be added and managed in CE Zoom.

7. Click Save to confirm your reassignment.