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

Steps

1. From the Main Navigation Bar, select CLESite.
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.