This method is recommended if you have more than one course to assign to a compliance body.

1.Navigate to the Compliance page.

2.Click the name of the compliance body to which you want to assign courses. Alternatively, click in the column to the right of the compliance body name, and then click Edit record .

3.Click the Courses tab on the right side of the page.

4.Click Add a new record .

5.Use the search option to find the course or courses to add.

6.In the search results list, select the check box next to each course being added.

7.Click Select.

8.Click the Accreditation Type arrow to select the type of accreditation the selected course or courses fulfill.

Depending on the compliance body to which you are adding courses, the Course Detail page may display additional fields to complete.

9.Set the start and end dates in the Dates Effective From fields. Click the Open the calendar popup icons to choose the appropriate dates.

Credit will be assigned to users that complete this Course, from the Start Date you specify and before the End Date is reached.
End Date is not required. If you want the Course to continue providing credit, leave this blank.

10.Click Save to add the courses.

11.Repeat Steps 3 through 10 for each Accreditation Type of Course(s) being added.

This method is recommended if you need to assign more than one compliance body to a course or if you are adding a new course.

1.Navigate to the Library page.

2.Locate the course to be added.

3.Hover over the course card and click the Edit icon.

If a course is being added for the first time, you can associate compliance with the course as soon as the tabs on the right are visible.

4.Click the Compliance tab on the right side of the page.

5.Click Add a new record .

6.Click the arrow in the Body field to select the appropriate compliance body.

The compliance body must be set to In Use to be listed.

7.Click the Accreditation Type arrow to select the appropriate option.

8.Set the start and end dates in the Dates Effective From fields. Click the Open the calendar popup icons to choose the appropriate dates.

9.OPTIONAL:  Use the add option next to the Body field to include other compliance bodies for which this course provides credit.

10.Complete steps 6 through 8 for each compliance body to be associated with this course.

11.Click Save.