Carry Over Texas Newly Admitted Attorney Credits

Steps

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

2. Select the dropdown arrow. Then select Print.

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

4. From the main navigation bar select Plans. Then select Texas (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 in order to set the attorney's deadline.

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 carry over credit amount to the appropriate Credits.

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

16. Select Submit.

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

CLE Rules to Remember

• A maximum of 15 credits can be carried over.
• No more than 3 Ethics/Professional Responsibility credits.
• No more than 3 Self-Study credits.
• Members may only carry forward excess credit earned to the next MCLE compliance year.