If a Texas Newly Admitted Attorney Obtains CLE Carry Over Credit
Task
This article lists the steps needed to Carry Over excess CLE credits from an attorney's Texas (Newly Admitted Attorneys) Plan, to the attorney's Texas (Experienced Attorneys) Plan.
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 drop down arrow. 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, 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.