User Sync Tool Enhanced with CLE Practitioner Details
Note that there are now two tabs instead of just a single window for the user import. The user import setup is in the `User Accounts` tab shown above and the practitioner details sync setup is in the `Practitioner Details tab shown below:
The practitioner details import can only be done using a database source and has its own connection string and select statement. The settings on each tab must be saved separately to allow for canceling the changes that you made to one tab or the other. You can enable/disable the account and practitioner details sync separately so that only one can be run or both can be run in the same job. When both are enabled, the user account sync will run first followed by the practitioner details. The email field must match an email in the UniversitySite database.
NOTE: In order to import practitioner details for multiple jurisdictions, you will need to have a separate source record for each jurisdiction. The user eMail will be the same for each source record but any of the other information specific to the jurisdiction may be different.
Your data source (view) should not include staff who should not be assigned a jurisdiction since this is intended only for CLE/CPD tracking purposes.
Data Requirements
Required fields are
- Email nvarchar (100)
- Practitioner Number nvarchar (max)
- Regulatory Jurisdiction nvarchar (200)
- Bar Admission Date (required if your jurisdiction assigns deadlines based on Admission date and you want UniversitySite to automatically assign the correct deadline for new enrollees)
Birth Month should be a number between 1-12
Jurisdiction should match the fully spelled out jurisdiction name found in the User editor and in the list below
Alabama
Alaska
Alberta
Arizona
Arkansas
Australian Capital Territory
British Columbia
California
California (Paralegals)
California Sexual Harassment Prevention
Colorado
Connecticut
Delaware
District of Columbia
England and Wales
England and Wales Registered Foreign Lawyer
Florida
Florida (Paralegals)
Georgia
Hawaii
Hong Kong
Hong Kong Registered Foreign Lawyer
Hong Kong Trainee Solicitor
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Manitoba
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
MTO's Harassment Prevention
Nebraska
Nevada
New Brunswick
New Hampshire
New Jersey
New Mexico
New South Wales
New York
Newfoundland
North Carolina
North Dakota
Northern Territory
Northwest Territories
Nova Scotia
Nunavut
Ohio
Oklahoma
Ontario
Oregon
Pennsylvania
Prince Edward Island
Puerto Rico
Quebec
Queensland
Rhode Island
Saskatchewan
Scotland
South Australia
South Carolina
South Dakota
Tasmania
Tennessee
Texas
Uniform
Utah
Vermont
Victoria
Virginia
Washington
West Virginia
Western Australia
Wisconsin
Wyoming
Yukon
You can just edit any profile and see the list from the Practitioner Details section. If these have not yet been enabled in CLESite/CPDSite, they may not appear in the list yet and can be matched to the jurisdiction names in CLESite/CPDSite.
Email: character string up to 100 characters - nvarchar(100)
Practitioner Number: string any length - nvarchar(max)
Admission Date: datetime
Regulatory Jurisdiction: character string – must match the jurisdiction name for the agency
Birth Month: 1-12
Birth Day: day of month 1-31
Last Name at Licensure: The attorney’s last name at time of licensure up to 100 characters – nvarchar(100)
Graduation Date: date attorney graduated law school – datetime
W. Austrailia Practitioner ID: character string up to 100 characters – nvarchar(100)
Please email support@profiscience.com about installing the latest version of the sync tool that supports this new functionality.