This guide will walk you through selecting professionals for audit from the Submitted for CE Completion Verification manager.
1. Navigate to the Submitted for Completion Verification Manager
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From your Agency Dashboard, go to the Submitted for CE Completion Verification section.
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Click View All to open the manager.
2. Locate the Professional(s)
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Use the search bar to quickly find a professional by name (keyword search).
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Apply filters (e.g., license type, industry) to narrow down your list if needed.
3. Select Professionals for Audit
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Check the box next to each professional you wish to select for audit.
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Once your selections are made, click Select for Audit in the blue table header bar.
4. Confirm
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Check yes to confirm
✅ That’s it! The professional(s) will now be marked as Selected for Audit.