How to Set Firm Specific Guidelines for a CLE or CPD Plan

This article provides details for setting firm specific guidelines for a CLE or CPD Plan. This can be helpful in providing details to learners, such as firm policy regarding CLE compliance.

From the main navigation, select CLESite, then select Plans. Select a plan, then select Edit. In the Firm Specific Guidelines box, enter the desired guideline information, then select Save Plan.

The firm specific guidelines will appear on the right-hand side of the learner's plan page, above the CLE Rule Summary for that plan.