Adding History on behalf of a user

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Adding History on behalf of a user

Off-site compliance events can be added at any time by LMS Administrators or User Managers, provided the Compliance module has been activated. End-users can add their own external compliance history if the Allow users to add CLE history check box is selected on the Users page > three dot Options menu > Settings > Compliance History.

If you would like to add history on behalf of a User:

1.Navigate to the Users page.

2.Locate the appropriate user, and then click the User ID of the user (or click in the row and then click Edit record Edit Record.

3.Click the History tab.

4.Hover over the Internal History Add Record icon to display the External History Add Record icon.

Adding History on Behalf of a User - Clip 1

5.In the History Detail page, enter the appropriate details:

a.Type the name of the course attended.

b.Use the Open calendar popup Calendar Icon and Open the time view popup Time Icon icons to enter the start/stop Date(s) and Time(s) for the course.

c.If the course meets compliance requirements for one or more Compliance Bodies, click the Show CLE Body Button button to select the appropriate Body(ies).

TPArrowIf the course applies to more than one Compliance Body to which you are assigned, click the Add Body Add Record icon immediately below the Body selection arrow to add the course to an additional Body.

d.Click the Accreditation Type arrow to select the appropriate option. Accreditation Types are limited to those that have been associated with the select Compliance Body.

e.In the Credit Amount field, enter the amount of credit time awarded to you (in hours) by the course.

f.Add any additional Notes, if applicable.

6.Click Save Button.

TPArrowIf the Compliance Module has been set to require approval for User-added history, notification will be sent to the appropriate individual for approval (see Managing External Compliance Participation).

Courses pending approval will display in the user’s In Progress card on the Home Dashboard.

Users can access their learning history by clicking the Learning Record card on the Home Dashboard or clicking the Menu icon and navigating to the Learning Record page.

Once approved, the course will be added to the user’s CLE tab with the appropriate credits and the Learning Record > Courses tab as a Finished Course.

If declined, the course will only be added to the user’s History tab as a finished Course with a status of Declined.