CLESite Topics

Creating New Items

1. Create a Course
2. Create a Live Event
3. Create an Internal User
4. Create an External User
5. Create a Provider
6. Create a Room
7. Create an Evaluation Form

CLE Plans

1. Filter Plans
2. Add a new employee to a CLE Plan
3. Add bar number to user profile
4. Deadlines
5. Deadline Reminders
6. Extending a Deadline
7. How Periods Work
8. Allow users to add External Activity records
9. Allow users to submit requests for external courses

Managing Events

1. Schedule a Live Event
2. Send Invitations
3. Add User to a Roster
4. Remove User from Roster
5. Adjust Seating Capacity
6. Manage Standby Lists
7. Print Sign-in-Sheets
8. Record Attendance
9. Send Evaluation Forms
10. Add Evaluation Submissions
11. Upload Printed Evaluation Submissions
12. Award Partial Credit
13. Issue Certificate

Managing On-Demand Courses

1. Create an On-Demand Course
2. Certificate Delivery
3. Share a link for playback
4. View User Activity

Awarding Credits

1. Award Credits for On-Demand Courses
2. Award Credits for on a Live Events
3. Add External Learning Activity Records

Compliance Status

1. View current Compliance Status
2. Print Compliance Report
3. Sending Reminders
4. View Compliance Status for a Prior Period

Year-End Reports

1. New York