This page covers how ALTA staff locate and manage Continuing Education (CE) and Continuing Legal Education (CLE) credit information — including state license IDs, attorney bar numbers, and the states associated with LTI course purchases. It is essential for anyone handling education records, order fulfillment, or member credentialing support.
Made with DASH A.i.CE and CLE credit tracking relies on two distinct lookup paths in the system: one for individual license/bar information, and one for state-level purchase data tied to LTI courses.
Key Points:
Individual Record → Custom → Individual LicensesAccount → Purchases → Recent Orders → View the Order → View Purchase Profile → Edit Information (+)If a member reports their CE credits were applied to the wrong state, start by checking the Edit Information screen on the specific order — the state is set at purchase time and may need to be corrected there.
Made with DASH A.i.This section is currently blank. Based on the page content, below is suggested guidance for administrators documenting this SOP.
In practice, this page should describe the process ALTA staff follow to look up, verify, and manage CE and CLE credit records for members — covering both the individual license lookup and the per-order state assignment for LTI courses.
When completing this section, consider answering: Who requests CE/CLE lookups most often? (e.g., member services, education team) and What is the most common reason staff need to access this information? This gives future readers instant context.
Made with DASH A.i.This section is currently blank. The following grounded guidance is offered based on the documented business rules.
Edit Information + button within the Purchase Profile is easy to overlook — it is the gateway to viewing or updating the CE/CLE state for an LTI order.Bookmark or note the navigation paths for both lookups — they have several steps and are easy to misremember under time pressure.
Made with DASH A.i.This section is currently blank. The step-by-step procedures below are grounded in the Business Rules documented on this page.
Procedure 1 — Look Up a Member's CE/CLE License or Bar Information
Procedure 2 — Find the CE/CLE State for an LTI Course Purchase
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Consider using this space to document any known edge cases — for example, members who hold licenses in multiple states, or situations where an LTI course purchase shows no CE state assigned. Capturing these scenarios here helps staff handle exceptions consistently.
Made with DASH A.i.This section is currently blank. Suggested keywords based on page content:
CE Credits · CLE Credits · Continuing Education · Continuing Legal Education · State License ID · Attorney Bar Number · Individual Licenses · LTI Courses · Purchase Profile · Individual Record · CE State · Order Lookup
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Consider linking to SOPs covering: Individual Record management, Order/Purchase lookup procedures, LTI course administration, and any general Education program workflows. Related pages will help staff navigate between connected processes without having to search from scratch.
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