Revised Topics
- Create a Course that awards CLE credit
- Create an On-Demand Course that award CLE credit
- Share a link for playback
- View User Activity
- Create an event for a CLE course
- Print a sign in sheet
- Send Invitations
- Record Attendance for a CLE event
- Send certificates for a completed CLE event
- Award Partial Credit
- Register an attendee for a CLE event
- Register an external attendee for a CLE event
- Remove User from Roster
- Adjust Seating Capacity
- Manage Standby Lists
- View a users CLE Status
- View Compliance Status For a Plan
- Update a users CLE Record
- Add a new employee to a CLE Plan
- Setting a deadline for a user
- Deadline Reminders
- Extending a Deadline
- credits awarded during deadline
- deducted credits during current period
- How Periods Work
- Allow users to add External Activity records
- Turn on/off External Add Activity button for users
- Turn on/off External Course Approval button for users
- View Compliance Status for a prior period
- View Compliance Status for a prior period - Users
- Update Bar number on User Profile
- Provide CLE records for exiting employee
- Learning Plan Reports
- Year End Reports
- Evaluations ???
- Deadline Extensions
- CC others on deadline reminders
- Switch Accounts
- Pending Accreditation
- Denied Accreditation
- Reciprocity
- Expiring On-Demand Credits
- User Needs to View Their Compliance Status
- User can download Certificate
- Mark An External Activity Record's Attached File as a Certificate
- Alert - deadline is missing for Users
- If a Texas Newly Admitted Attorney Obtains CLE Carry Over Credit
- If an Illinois Newly Admitted Attorney Obtains CLE Carry Over Credit
- If a New York Newly Admitted Attorney is Transitioning into an Experienced Attorney CLE Plan Obtains CLE Carry Over Credit
- User Needs to re-Download a Certificate
- Re-Send a CLE Certificate to an Attorney
- Approve an External Course Approval requests
- Add an Assistant
- Add multiple tags to a CLE Course/Event
- How Credits work
- CC others on certificates
- Edit Practitioner Details for non-administrators
- Accreditation Suggestions
- Missing Practitioner Details
- How to Add Practitioner Details for a New External Registrant
- How to Add a New Sponsor
- How to Add a New Audience
- How to Find Courses to Fulfill Plan Requirements
- How to Add a Resource to a Course
- Creating and Saving a User Search
- Send an Email to Users in a Saved Search
- How to Auto-Enroll Users in a CPD or CLE Plan that has a Fixed Deadline
- How to Download Certificates in LearningSite
- How to Set the Status of a CLE or CPD Plan
- How to Send an Email to Users in a Plan Based on Compliance Status
- How to Set Firm Specific Guidelines for a CLE or CPD Plan
- Awarding Instructor Credits
- How to Apply Formatting to a Course Description
- How to Issue Credit for Florida CLE Credit Categories
- Viewing Plans for Users Who are No Longer Active
- How to Add Practitioner Details from a Registrants Page
- Awarding Partial Credit
- How to Retire a Course
Articles that have been written and have not been merged:
- How Periods Work
- CC others on deadline reminders
- Turn on/off External Course Approval button for users
- Individuals can submit External Course Approval requests
Additional articles:
- Approve an External Course Approval requests
- Add an Assistant
- Creating and Adding tags to a CLE Course
- How Credits work
** Format Key:
Bold & Underlined = Already Merged
Just Underlined = Written
Normal text = Not Written
Style Comments:
https://www.writethedocs.org/guide/writing/style-guides/
No first person (I, you etc.)
Consistent terminology, Choose/Select/Click which one?
Identical heading styles throughout all documents
- Header 3
Bold exact software labels or none?
Intro paragraph for each topic?
No excessive screenshots
Fill in vs. Complete?
Consistent Capitalization