1. CPLTA – ONLINE CREDIT TRACKING SYSTEM
Member Instructions

2. Welcome! Login Username: Email Address
Password: Currently set default “nalta”

3. Manage Your Account Details
GENERAL
Personal - Allows updates or additions
Name or Nickname
Accreditations
Preferences - Allows updates or additions
Address
Addition of Alternate Address
Please check mark box for preferred address
Password – Allows password changes
Enter chosen password into New password field
Re-enter chosen password into Confirm password”

4. Manage Your Account Details
Special Note: Please change your password from the current default to a more secure password on initial login!
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Upon completion of updates click on “SAVE”

5. Manage Your Account Details
CONTACT INFO
Phone Number – Allows updates or additions
Work phone #
Alternate phone #
Fax phone #
Alternate Address – Allows updates or additions
Work addresses are typically listed here
Home Address – Allows updates or additions

6. Manage Your Account Details
Screen Shot Upon completion of updates click on “SAVE”

7. Manage Your Account Details
CERTIFICATIONS
View – Drop down menu for all or specific years found on top right hand corner of screen
Can view credit requests processed within a given year
Can view all credit requests processed within current certification period
# of points submitted and approved listed below drop down menu in light gray

8. Manage Your Account Details
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9. Manage Your Account Details
Create – Credit Requests
Click on CREATE

10. Manage Your Account Details
Select Credit type on Create Certification Credit Screen
Click on CREATE at bottom of screen

11. Manage Your Account Details
Select a pre-approved credit
Luncheons, Seminar, Webinars & Conferences held by local and national oil and gas associations can often be found under pre-approved events
Once this option is chosen a drop down menu will appear that members can scroll through to search for an event
Once event is selected click on CREATE
Special Note: If you attended a pre-approved event but do not plan to claim full credit due to leaving early or any other reason, please create a new event and do not use the existing pre-approved event, as the amount of credits cannot be modified on these events!

12. Manage Your Account Details
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13. Manage Your Account Details
Select a new credit
Complete all fields on this screen
Click on BROWSE in the green bar area of the screen to upload event agendas or other event related documents for review by the chapter liaison if needed
Find and select the file for uploading and click on OPEN
The CREATE INFO screen will then return
Click on CREATE at the bottom of the screen to create your credit request

14. Manage Your Account Details
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15. Manage Your Account Details
Special Note: Submitting a credit request is now a single step process. Also you cannot edit the event information originally input into a credit request once it has been submitted. SEE – Delete - Credit Requests.
Edit – Credit Requests
Editing a credit request is only used to upload documents as back up for a previously submitted credit request, which may be asked of you by the approving liaison after their initial review of the credit request
Click on EDIT

16. Manage Your Account Details Screen Shot

17. Manage Your Account Details
Edit – Credit Requests Cont.
Click on DOCUMENTATION tab
Click on BROWSE
Select file for uploading and click on OPEN
Click on UPLOAD DOC to complete the file upload. File name should now appear in blue just above UPLOAD DOC
Click on X in the top right hand corner of the screen to return leave the EDIT screen and return to the CERTIFICATIONS screen for your account

18. Manage Your Account Details
- Click on UPLOAD DOC
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19. Manage Your Account Details
Screen Shot of Completed Upload

20. Manage Your Account Details
Delete – Credit Requests
Should you need to change or correct any credit request still in the submitted status, please use the DELETE function and then re-enter your request.
Highlight the event you wish to delete
Once highlighted click on DELETE
Please note, once deleted it is not possible for the member or the liaison to retrieve this event request, so it will require re-entry if deleted on accident.

21. Manage Your Account Details
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22. We hope you find the NEW CPLTA Tracking System is more user friendly.
Please contact your liaison should have require any additional assistance or experience any problems!