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How to Select for Audit from the Submitted for CE Completion Verification Bucket

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

  • From your Agency Dashboard, go to the Submitted for CE Completion Verification section.

    Screen Shot 2025-09-05 at 12.07.13 PM

  • Click View All to open the manager.Screen Shot 2025-09-05 at 12.07.51 PM

2. Locate the Professional(s)

  • Use the search bar to quickly find a professional by name (keyword search).

  • Apply filters (e.g., license type, industry) to narrow down your list if needed.Screen Shot 2025-09-05 at 12.09.45 PM

3. Select Professionals for Audit

  • Check the box next to each professional you wish to select for audit.

  • Once your selections are made, click Select for Audit in the blue table header bar.Screen Shot 2025-09-05 at 12.10.28 PM

4. Confirm

  • Check yes to confirmScreen Shot 2025-09-05 at 12.18.32 PM

✅ That’s it! The professional(s) will now be marked as Selected for Audit.