Enroll an Attorney in a CLE Plan
Enroll an attorney in a CLE Plan from the Plan's Users tab, with Add enrollees. The attorney needs a license for the Plan's jurisdiction first. Many Plans enroll licensed attorneys for you, so check that before you enroll anyone by hand.
If your screens look different from these, your site is still on the previous design. The tasks are the same, but some labels and their places differ.
Before You Begin
- You need the CLESite Admin role. To add a license to an attorney, you also need Accreditation Manager.
- The attorney needs a license for the Plan's jurisdiction. UniversitySite calls the license's details Practitioner Details. See Add a License, below.
- CPD Plans in CPDSite work the same way. There, the license field reads Practitioner number, not Bar number.
Check Whether the Plan Enrolls People for You
A Plan that shows Auto-enrolls under its name enrolls licensed attorneys automatically. Once you add an attorney's license, they're enrolled when you save it.
Auto-enrollment skips some people:
- people who were removed from the Plan before
- external and disabled profiles
- people who don't yet meet the jurisdiction's own conditions, such as a California admission date that hasn't arrived
Enroll those people by hand, as described below.
Add a License to a User
- In CLESite, select Users.
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Open the attorney.
Their page shows their licenses under their name, or Not licensed.
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Select Edit Practitioner Details.
The Practitioner Details dialog opens.
- In the Add a Jurisdiction list, choose the jurisdiction.
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Enter the Bar number and Date Admitted.
Some jurisdictions ask for more, such as a compliance group, birth month or graduation date. Fill in every required field shown.
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Select Save.
The license appears under the attorney's name. If the Plan auto-enrolls, it appears on their page too.
If a field is blank, UniversitySite can't work out the attorney's own deadline and uses the Plan's standard deadline instead, which may be wrong for them. Fill in every required field the jurisdiction shows.
Enroll Someone from within a Plan
- In CLESite, select Plans, then the Plan.
- Select the Users tab.
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Select Add enrollees.
The Add enrollees dialog opens.
- Enter a name or email address.
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Choose the person from the list.
Repeat steps 4 and 5 for anyone else.
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Select Enroll 1 person (or Enroll N people).
Each person appears on the Users tab with their current period and deadline.
To enroll a long list of attorneys, select the clipboard button beside the search box (Copy or paste a list). Paste the email addresses, one per line or separated by semicolons, tabs or commas. To find people by office, audience or job title, select Advanced search for more options.
Leave Number of periods as it is unless you need to see more past periods for this person. It sets how many periods the Plan shows, starting with the current one and counting backwards.
What Happens Next
- The attorney's compliance periods and deadline are set from the jurisdiction's rules and their license details.
- The Plan appears on the attorney's My compliance page in CLESite.
- Reminders follow the Plan's settings. See Setup CLE Plan Deadline Reminders.
Frequently Asked Questions
Why did I get "Not everyone was enrolled"?
Fix the person the message names, then enroll the rest again. UniversitySite enrolls people in order and stops at the first one it can't enroll, so the people after them weren't enrolled either.
The usual cause is no license for the Plan's jurisdiction ("without Arizona practitioner details"). Add that information using the steps in the Add a License to a User section above. Some Plans also need a hire date on the person's profile ("without a hire date on user profile").
Why can't I choose someone in Add enrollees?
Check for Already enrolled beside their name: people already in the Plan can't be chosen again.
Why didn't auto-enrollment pick up a new attorney?
Add or complete their license, then check the list under Check Whether the Plan Enrolls People for You. People removed from the Plan before stay out until you enroll them by hand. In Add enrollees they're marked Excluded from auto-enrollment.
The new attorney's deadline is missing or wrong. Why?
Check their license. On the Plan's Users tab, select Practitioner Details under their name, and fill in or correct every field, especially Date Admitted.
Deadlines come from these details and the jurisdiction's rules. For New York, see Prorating New York CLE Requirements.