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CLESite How Tos

  • Learning Plan Reports
  • New Jersey (newly admitted) Specific Subject Areas (EMPTY)
  • Working with the Uniform CLE Certificate of Attendance
  • How to Retire a Course
  • Awarding Partial Credit
  • How to Add Practitioner Details from a Registrants Page
  • Viewing Plans for Users Who are No Longer Active
  • How to Apply Formatting to a Course Description
  • How to Set Firm Specific Guidelines for a CLE or CPD Plan
  • How to Send an Email to Users in a Plan Based on Compliance Status
  • How to Set the Status of a CLE or CPD Plan
  • How to Download Certificates in InstructorSite
  • How to Download Certificates in LearningSite
  • Send an Email to Users in a Saved Search
  • Creating and Saving a User Search
  • How to Set Audience and Sponsor Filters for a Course
  • How to Run a Western Australia CPD Upload Report
  • How to Add a Resource to a Course
  • How to Find Courses to Fulfill Plan Requirements
  • How to Add a New Audience
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  • ManagerSite How Tos
  • ManagerSite Pages
  • InstructorSite How Tos
  • InstructorSite Pages
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