In Zoho, go to CRM at crm.zoho.com

On upper left use dropdown to select Certification.

On top right menu, click on Certifications.

On left dropdown select and click on L1- My Portfolios to Review.

Once clicked, portfolios needing action will appear in a list.

On the column Last Activity Time you will see when the portfolio has been submitted or last activity.

To view details about a specific case, click on the Cert Case Name. You will see the percentage of the portfolio submission (25, 50, 75, 100%). 

On top of the case, the Review Portfolio button will be highlighted in yellow and so will be the status. 

Click the portfolio link to view the student’s portfolio sessions.

Click Expand All to see all the sessions.

By selecting Expand All, you will be able to see all the sessions and approve those that meet the requirements.

Keep this criteria in mind:

a.) Patterns

Pay attention to patterns found while releasing trapped emotions. If you see patterns, please ask questions to understand better instead of jumping to conclusions. Patterns are explained in Module 4. For more information, refer to the section about patterns here: https://discoverhealing.com/certification/level-1-emotion-code-resources/

b.) Volunteer Clients - Different Types of Sessions

The number of sessions to be completed is:

5 self-sessions, 2 sessions each for 10 regular volunteers, 5 Heart-Walls released from human volunteers (number of sessions will vary). There should also be 5 animal sessions, with one session per domestic animal. The overall number of sessions will be about 35-40 total.

Check to see if the student is using the same volunteer clients for regular sessions and Heart-Wall sessions, and if their own name appears as a Heart-Wall volunteers. They cannot use themselves as Heart-Wall volunteers, and cannot use the same volunteers for regular sessions and Heart-Wall sessions. These must all be different.

c.) Heart-Wall Sessions

To count toward  the Heart-Wall requirement, the issue listed must include the word "Heart-Wall" as the issue to be focused on. A student's own Heart-Wall does not count as one of the five required. Heart-Walls released on animals only count toward animal sessions, not as Heart-Wall sessions.

d.) Releasing Trapped Emotions

Sessions should each have 5-10 trapped emotions released. If one or two sessions have less, that is okay, but not all of the sessions. Inherited trapped emotions must have the lineage identified.

e.) Module Homework & Quizzes

Encourage students to do the homework in order as assigned in addition to the sessions. Some like to go ahead and work on Heart-Walls or animals even if they are still on earlier modules (not 8 or 9). Kindly suggest that they can wait on doing those so the sessions meet the requirements listed on those modules. A student must reach 90% score on a quiz in order to pass and move on to the next module.

f.) Scope of the Emotion Code

Information external to the Emotion Code, like past life experiences, different modalities, and other techniques are not part of the Emotion Code and must not be included. Also use of the Body Code in Emotion Code sessions is not allowed. After a person is certified this is allowed, but for the Emotion Code Certification required sessions, students may only use the Emotion Code exclusively.

g.) Approval

Approve all sessions that meet the requirements.

Once you have done the review, go back to the case and click on the Review Portfolio button.

Select the correct  percentage you reviewed and the status will change from Review Portfolio to In Progress. 

Update Notes to keep a record of the review. No need to add everything, a summary is great. It will be easy to see for future reference when reviewing the portfolio again.

Click on the Send Email button and send the student an email with necessary information and feedback.

What you could include in the email:

• Start with complimenting their good work and effort. Be kind when using words that show that they are doing a good job and if clarification is needed, they will understand it is not an attack on their work.
• Ask questions instead of assuming.
• Remind them to finish the modules if they are almost done and the case is showing that they aren't in the same module as their sessions.
• Remind them of the deadline if needed.
• Remind them to sign the participation agreement and practitioner agreement if they haven't and the student is almost done.