If a New York Newly Admitted Attorney is Transitioning into an Experienced Attorney CLE Plan Obtains CLE Carry Over Credit

This article lists the steps needed to Carry Over excess CLE credits from an attorney's New York (Newly Admitted Attorneys) Plan to the attorney's New York (Experienced Attorneys) Plan.

Steps

1. In InstructorSite, from the main navigation bar select Plans. Then select New York (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 Print. Find the appropriate folder, then select Save.

4. From the main navigation bar select Plans. Then select the New York (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 carry over credit amount to the appropriate Credits.

15. Select the Click here to upload a file box. Then select the attorney's New York (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 6 excess credits may be carried over into the attorney's first experienced attorney compliance period.
• Ethics and Professionalism credits may not be carried over.