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Continuing Ed Tracker Live Product Tour
Administrative Back End | User Front End
User Front End
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    All of your users entered into Continuing Ed Tracker LIVE will have access to their own user profile where they can review their licenses, review credits needed and received, review the courses they have taken, print attendance certificates and more.

    You control how much your users can do. If given access, users can also add and renew licenses, enter credits received, add course attendance, etc. (See the Administrative Back End Product Tour for more information User Page Setup Options.)

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    Users can update their contact information by selecting Manage/Edit User Profile from the User Home screen.

    After a user updates their profile, an automatic email including the profile updates is sent to the user and to all admin users designated to receive user profile updates notifications.

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    A user can select Manage User Licenses on the User Home screen to view active licenses, inactive licenses and licenses that have been renewed. If given access from the Administrative Back End, a user will also be able to add a new license and renew a license from this screen.

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    A user can click the Details icon next to a license to view details about the license such as credits needed, credits received and if a license requirement has been fulfilled.

    The Show link next to a license requirement will display the credits earned that make up the credits received for a license requirement.

    The Find Credits Received That Apply To This License link can be clicked anytime by the user to refresh the credits received.

    If given access from the Administrative Back End, a user will also be able to edit the license, add a license requirement, add credits received a renew a license.

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    Users can click show next to a license requirement to open a list of credits earned that meet the license requirement. The Credits Applied column indicates if the credits have been included in the credits received for that requirement. A Remove button will show for all credits that have been applied to the requirement. An Apply button will show for any credits that meet the requirement but have not been applied to the requirement.

    Upcoming courses will show Pending in the Update column. Credits earned for the course will be applied after the course date has passed.

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    A detailed report showing license requirements and all credits earned can be printed by the user by clicking the Print Report link from the License Detail screen.

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    Users can access the Course Attendance screen by selecting Manage Courses from their User Home screen. From this screen, a user can view and print attendance certificates and view details of the course attendance.

    Upcoming courses will show pending. Credits received for attending the course and attendance certificates will be available to the user after the course date has passed.

    If given access from the Administrative Back End, a user can also add or delete a course from their profile.

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    From the Course Details screen, a user can print a certificate, print a report and indicate if they attended the course.

    Users can also click Show under License Requirements to view a detailed list of how the credits earned were applied to the their license requirements.

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    A user can click Show under License Requirements on the Course Details screen to view a list of their active licenses and license requirements. They will see a list of Total Credits Needed, Total Credits Received for each license requirement. If the credits earned for the course match the requirement, the credits earned will appear under the Applied This Session column.

    If the credits have been applied a Remove button will display. If the credits match the requirement but have not been applied, an Apply button will display.

    If given access from the Administrative Back End, the user can also edit the credits received for a particular course by clicking the Edit Credits Received link.

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    A detailed report showing details of course attendance and showing how the credits earned were applied to the user license can be printed by clicking the Print Report link from the Course Detail screen.

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    Users can print Attendance Certificates from their User Home screen or the Course Detail screen.

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    The Administrative Back End allows you to set up courses and allow your users to register for these course. Any upcoming courses that have been set up in this way will appear under the Upcoming Courses menu on the user pages.

    If the user has already registered for the course, a View Registration link will appear. If they have not registered for the course a Register For This Course link will appear.

    A Details link is also available to the user which will display any additional information or pdf files you included in the Administrative Back End when setting up the course.

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    The Course Registration screen will display any course costs or sessions set up for the course in the Administrative Back End. Users simply check the options displayed on the screen and click Submit to register for the course.

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    After registering for a course, Users are taken to the Course Registration Complete screen. From this screen, users can review or edit their registration and print a registration form.

    A confirmation email is sent to the user outlining their course registration. Emails are also sent to all admin users designated to receive course registration confirmations.

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    The Print Registration Form link will print out course registration details including any amount due from the User.

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    A Search and Reports Menu has been added to the User pages to give users easy access to information they need to know.

    From this screen, they can search licenses and course, view requirements needed, view requirements fulfilled, view active license and requirements and view course registration and attendance.

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    The search licenses screen is a simple search screen that guides users to find the information they need.

    From this screen, users can run a search, sort their search results, view credits needed and received, view license expiration dates, view details about a license requirement and print their search results.

    If given access through the Administrative Back End, users will also be able to delete a license requirement from this screen.

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    The Search Course Registration screen is also a simple search screen that allows users to search the courses they have either registered for or attended.

    From this screen, users can run a search, sort their search results, view courses attended, view credits earned, view details about a course and print their search results.

    If given access through the Administrative Back End, users will also be able to delete a license requirement from this screen.

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    The View Requirements Needed link on the Users Search and Reports Menu gives users a quick look at the license requirements that have not been met including the credit type and number of credits needed.

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    The View Requirements Fulfilled link on the Users Search and Reports Menu gives users a quick look at the license requirements that have been fulfilled.

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    The Active Licenses and Requirements link on the users Search and Reports Menu will give the user a quick look at all of their current and active licenses, showing license requirement details including credits needed, received and indicating if the requirement has been fulfilled.

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    Finally, the Course Registration and Attendance link gives Users a simple way to print out details of their course attendance. They can choose to print all courses in their profile or print details for one course.

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    Continuing Ed Tracker LIVE administrators have a lot of control over how much a user can and can't do on their profiles. For more information on setting user access, please view the Administrative Back End product tour.

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