Revised Topics

  1. Create a Course that awards CLE credit
  2. Create an On-Demand Course that award CLE credit
    1. Share a link for playback
    2. View User Activity
  3. Create an event for a CLE course
  4. Print a sign in sheet  
  5. Send Invitations
  6. Record Attendance for a CLE event
  7. Send certificates for a completed CLE event
  8. Award Partial Credit
  9. Register an attendee for a CLE event
  10. Register an external attendee for a CLE event
  11. Remove User from Roster
  12. Adjust Seating Capacity
  13. Manage Standby Lists
  14. View a users CLE Status
  15. View Compliance Status For a Plan
  16. Update a users CLE Record
  17. Add a new employee to a CLE Plan
  18. Setting a deadline for a user
  19. Deadline Reminders
  20. Extending a Deadline
    1. credits awarded during deadline
    2. deducted credits during current period
  21. How Periods Work
  22. Allow users to add External Activity records
  23. Turn on/off External Add Activity button for users
  24. Turn on/off External Course Approval button for users
  25. View Compliance Status for a prior period
  26. View Compliance Status for a prior period - Users
  27. Update Bar number on User Profile
  28. Provide CLE records for exiting employee
  29. Learning Plan Reports
  30. Year End Reports
  31. Evaluations ?
  32. Deadline Extensions
  33. CC others on deadline reminders
  34. Switch Accounts
  35. Pending Accreditation 
  36. Denied Accreditation
  37. Reciprocity
  38. Expiring On-Demand Credits 
  39. User Needs to View Their Compliance Status
  40. User can download Certificate
  41. Mark An External Activity Record's Attached File as a Certificate
  42. Alert - deadline is missing for Users
  43. If a Texas Newly Admitted Attorney Obtains CLE Carry Over Credit
  44. If an Illinois Newly Admitted Attorney Obtains CLE Carry Over Credit
  45. If a New York Newly Admitted Attorney is Transitioning into an Experienced Attorney CLE Plan Obtains CLE Carry Over Credit
  46. User Needs to re-Download a Certificate
  47. Re-Send a CLE Certificate to an Attorney
  48. Approve an External Course Approval requests
  49. Add an Assistant
  50. Add multiple tags to a CLE Course/Event
  51. How Credits work
  52. CC others on certificates
  53. Edit Practitioner Details for non-administrators
  54. Accreditation Suggestions
  55. Missing Practitioner Details
  56. How to Add Practitioner Details for a New External Registrant
  57. How to Add a New Sponsor
  58. How to Add a New Audience
  59. How to Find Courses to Fulfill Plan Requirements
  60. How to Add a Resource to a Course
  61. Creating and Saving a User Search
  62. Send an Email to Users in a Saved Search
  63. How to Auto-Enroll Users in a CPD or CLE Plan that has a Fixed Deadline
  64. How to Download Certificates in LearningSite
  65. How to Set the Status of a CLE or CPD Plan
  66. How to Send an Email to Users in a Plan Based on Compliance Status
  67. How to Set Firm Specific Guidelines for a CLE or CPD Plan
  68. Awarding Instructor Credits
  69. How to Apply Formatting to a Course Description
  70. How to Issue Credit for Florida CLE Credit Categories
  71. Viewing Plans for Users Who are No Longer Active
  72. How to Add Practitioner Details from a Registrants Page
  73. Awarding Partial Credit
  74. How to Retire a Course

Articles that have been written and have not been merged:

  1. How Periods Work
  2. CC others on deadline reminders
  3. Turn on/off External Course Approval button for users
  4. Individuals can submit External Course Approval requests

Additional articles:

  1. Approve an External Course Approval requests
  2. Add an Assistant
  3. Creating and Adding tags to a CLE Course
  4. How Credits work

** Format Key:

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Identical heading styles throughout all documents 

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