If you are an Education Provider registered with CE Broker, the Excel upload feature allows you to quickly award credit to multiple licensees, making the reporting process more efficient. In this case, you can create an Excel spreadsheet to report credit for multiple licensees at once, known as a roster. Once the roster has been created, follow the steps below to upload the document and successfully report credit to your attendees.
Uploading your Excel Spreadsheet
1. Log into your CE Broker Provider account and click on the Courses tab.
2. Locate the course from your list. Once you find it you will click on the Manage Roster button.
3. On the Manage Roster page, click on the Upload button.
4. Decide which of the Excel Uploads are applicable to what you are reporting. The two options are awarding Partial Credit and Full Credit. The setup for the Excel Spreadsheet varies slightly between the two options.
To view the Excel format details, click the More… button below the corresponding option as seen in the screenshot below. Another page will open containing the instructions on setting up your Excel Spreadsheet.
5. Once the Excel Spreadsheet is successfully created, you can either click on the Drag and Drop file or click here button and search for the file on your computer, or you can simply drag and drop the file into this box.
6. Click the Post button, and the hours will be awarded.