Creating pre-liability CoCs from the CoC Home page
If you have LP CoC Administrator access, you can create CoCs from the CoC Home page.
Hover over the Applicant Information Service tab to open the menu, then select CoC Home.
This will open the CoC Home page. You can navigate to all CoC options from this page.
If you start from the CoC Home page, you will be able to submit CoCs for a single learner, or for multiple learners in one submission.
Select Create CoC Pre Liability. This will open the Learner Search tab by default. If you want to search for learners by common learning aim, select the Learning Aim Search tab instead.
Enter your search criteria and select View Results.
Use the checkboxes to select the learners you need, then select Create CoC. This will open the Create CoC page.
Select Next, then select the CoC types you need from the Available box. Select Next again.
Enter the details of the change and select Next.
This will open the Contact Details page. Use the radio buttons to assign a contact for the CoC. If you do not have an active CoC contact in the system, the Create CoC option will be disabled.
Select Next to open the CoC Summary page.
Check the CoC details on the summary page. If they are correct, select Submit. If they are incorrect, select Cancel to amend or cancel the CoC.
The system will check if a learner’s application has changed since you started creating the CoC. If another user has signed in and made a change at the same time, the system will not process the CoC and you will get an error message.