Update CLE Activity For an Individual

Task

This article lists the steps needed to add activity to a CLE plan. 

Scenario: An attorney sends a CLE coordinator a certificate, and the CLE coordinator needs to add an activity record to the attorney's CLE plan, and attach the certificate.

Steps

1. In InstructorSite, from the main search bar, search for the attorney.

2. Under the Plans tab, scroll down to the appropriate plan. Select Show Details. 

3. Under Learning Activity log, on the right side, select the Add Activity button. 

4. Fill in the Title, Date, Duration, Learning Format, Provider and Details. 

5. Add the correct credits. 

6. Upload the certificate. 

7. Select Submit. 

8. The activity will then be reflected on the CLE plan.