Allow Users to Add External CLE Activity Records

Scenario: An attorney attends an External Event, they receive a Certificate, and they need to add the credit earned and the Certificate to their Plan.

Steps

1. In LearningSite, from the Main Navigation Bar, select Plans. Then select the Plan.

2. Scroll down to the Learning Activity table and select Add Activity.

3. Add the Date, the Title of the Course, Duration, Learning Format, Provider, Details about the Course, and the Credits earned. Next, upload the Certificate (optional) and select Submit.

4. The Plan automatically updates and the activity is added to the Learning Activity table.