Allow Users to Add External CLE Activity Records

Task

This article lists the steps needed for an attorney to add an External Activity to their CLE plan. 

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 Log and select Add Activity. 

4. Add the Title of the course, the Date, Duration, Learning Format, Provider, Details about the course, and the Credits earned. Next, upload the certificate (not required) and select Submit. 

7. The Plan automatically updates and the activity is added to the Learning Activity Table.