Updating CPC Eligibility

The Commission on Paraoptometric Certification requires CPOA & CPOT registrants to meet requirements to prove their eligibility for a designated certification. Personify360 tracks this eligibility through the Customer Transcript Detail screen. The Customer Transcript Detail screen displays the transcript application from the customer's viewpoint. From this screen, you can perform the following:

• View an existing transcript program
• Print an unofficial or official transcript
• Print a certificate
• Display a yearly summary
• Add an approved transcript
• Add an ad-hoc transcript

The AOA only utilizes approved transcript programs. This means the record comes from a designated education or verified experience. This information is recorded and provided by PTC and submitted on a spreadsheet.

Sorting your Spreadsheet

To sort your spreadsheet for CPOA or CPOT eligibility requirements.

1. Copy and paste the new records (in light blue) into a new tab on the eligibility spreadsheet.
2. Hide any unnecessary columns between the registrants last name and the eligibility (columns L through AH)

3. Sort your entries by the last name.
   1. Select your entire data set using the Select All button in the upper left corner of the worksheet.
   2. From the Data menu, select Sort to get the Sort dialog box to appear.
   3. Choose to Sort By the Last_Name column and click OK to sort the sheet.

4. Identify any duplicate entries by the last name, and delete them if needed.
   1. Highlight the entire column of last names (i.e., column K) to select all the entries.
   2. From the Home menu, Navigate to Conditional Formatting > Highlight Cell Rules > and select Duplicate Values... The duplicate values dialog box will appear.
   3. Click the OK button, and Excel will highlight duplicate values with a light red fill and dark red text.

5. Repeat the sort steps in step 3 to sort the same range of cells by CPOA or CPOT Eligibility as needed.
6. Delete any lines which indicate "CPO CERTIFIED" (for CPOA certification) or "COPA CERTIFIED" (for CPOT certification).
   1. Please select the appropriate rows by their row numbers.
   2. Right-mouse click and select Delete from the sub-menu.

Update the Eligibility in Personify360

With the remaining lines in your spreadsheet, you need to update the eligibility in Personify for each constituent. You can utilize the CRM360® for each record or use Customer Transcript Review from the Transcripts menu.

To update the eligibility requirements from Customer Transcript Review:

1. Search for the paraoptometric by Name. If only one record is found, the record is automatically opened. Alternatively, double-click to open the record, or highlight the line and click Select.

2. Verify any existing eligibility first! If the program already exists, move on to the next registrant. However, if not, click the Add Approved Transcript button. The transcript program chooser appears.

3. Select 'Education' or 'Experience' from the Activity Type drop-down menu to filter the approved programs by type.
4. Double click to select one of the approved programs.

5. If you added education-based eligibility, you need to add additional detail such as the three-digit school code and the institution name.
6. Copy the 3-digit school code (from column AJ) and the school name (from column AK) and add them to the comment code separated with a hyphen. (e.g., 100 - SCHOOL NAME)

7. Click the Save button to save your changes. Then use the Search Results button to return the search and continue with the next registrant.