Training Provider Preparer Role User Guide Updated 05/11/2018

Training Provider Preparer Role User Guide Updated 05/11/2018

Summary of Contents Adding a Preparer to an existing Training Program Preparer CDX registration Making submissions as a Preparer Reviewing Preparer submissions Deactivating Preparer dashboards 2

Adding a Preparer to an existing Training Program 3

Adding a Preparer to an existing Training Program 4

Adding a Preparer to an existing Training Program 5

Adding a Preparer to an existing Training Program 6

Preparer CDX Registration 7

Preparer CDX Registration 8

Preparer CDX Registration 9

Preparer CDX Registration 10

Preparer CDX Registration 11

Preparer CDX Registration 12

Preparer CDX Registration 13

Preparer CDX Registration 14

Preparer Dashboard 15

Making submissions as a Preparer 16

Making submissions as a Preparer 17

Making submissions as a Preparer 18

Making submissions as a Preparer 19

Making submissions as a Preparer 20

Reviewing Preparer submissions 21

Reviewing Preparer submissions 22

Reviewing Preparer submissions 23

Reviewing Preparer submissions 24

Reviewing Preparer submissions 25

Reviewing Preparer submissions 26

Deactivating Preparer dashboards 27

Deactivating Preparer dashboards 28