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

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

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

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