Carrying Over Newly Admitted Illinois CLE Credit

Steps

1. In InstructorSite, from the main navigation bar select Plans. Then select the Illinois Plan. Select the Users tab, and search for the (Newly Admitted) attorney.

2. Select the Wrench icon. Then select Print.

3. Under Destination, select Save as PDF and Print. Find the appropriate folder, then select Save.

4. From the main navigation bar, select Plans. Then select the Illinois (Experienced Attorneys) Plan.

5. Select the green New Enrollee button.

6. Find the attorney, then select Enroll.

7. Under the User Status filter, select Enrolled.

8. Find the attorney, then select, Edit.

9. Click inside the First Deadline Date box.

10. Select the correct Deadline Date, then select OK.

11. Under the attorney's completion status, select Show Details.

12. Scroll down to the Learning Activity box, and select Add Activity.

13. Add a Title, then add a Date that is within the attorney's current compliance period.

14. Add the total carryover credit amount, to the appropriate Credits.

15. Select the Click here to upload a file box. Then select the attorney's IL (Newly Admitted Attorneys) PDF report.

16. Select Submit.

17. The plan will automatically populate the attorney's new completion percentage.

Rules to Remember

• Max of 15 excess CLE credits may be carried over into the attorney's first two-year compliance period.
  • Of those 15 CLE credits, a max of 6 excess Professional Responsibility credits may be carried over.