Adminstrator How-to
Add Claimable Items to a Program
Claimable Items represent credits that users can claim in your Education Programs. They are commonly used for training certificates and confirming attendance at events or seminars. Creating a Claimable Item Go to the Homepage and select Education. ...
Configure Access Control
Go to the Education Credits Program and click View. Navigate to the Settings tab. Click the Edit button at the bottom of the page. Adjust the settings to define how attendees can claim credits. Access Configuration Options Claimable From/Until: Set ...
Configure a Credit Provider
Credit Providers are the institutions responsible for issuing credits to claimers. Claimers may have the option to choose which credit they wish to earn. Configuring a Credit Provider From Home, select Education. Navigate to the Providers tab. Click ...
Configure Feedback Template
Feedback Templates are used by users to complete their claim for credit(s). These templates can be as simple or as complex as needed, but a minimum of one field is required for users to submit a claim. Creating a Feedback Template Go to the Settings ...
Configure Ratings
This feature allows you to collect feedback on claimable items within your Education Program using a rating scale. Enabling Ratings From the desired program, click View. Go to the Settings tab. Click Edit at the bottom of the page. Locate the Ratings ...
Configure the Certification
In this section, you can configure how certifications will be granted in your Education Program. 1. Specify the Submit Behavior Choose how claims should be submitted: User has to confirm submission of all claims: The user must manually submit all ...
Configure Verification for Claiming Education Credits
This feature allows you to set verification criteria to determine if a user qualifies to claim credits. Configuring Verification From Home, select Education. Navigate to the desired education program and click View. Select the Settings tab, then ...
Create a Claim Program
Claim Programs allow users to claim credits linked to assignments, certificates, or seminars they have completed. You can configure which credits are added to your program, how many credits can be claimed, and even collect feedback from claimers. ...
Create a Speaker Feedback Template
Speaker Templates allow you to collect feedback on speakers leading sessions. They can be integrated into the Verification Template to streamline feedback collection and attendance verification in a single form. Creating a Speaker Template Go to the ...
Delete Credit Provider
Deleting a Credit Provider Follow these steps to delete a Credit Provider from the system: Go to Education and navigate to the Providers tab. Click Edit next to the provider you want to delete. Click Delete to remove the provider. Important Notes ⚠️ ...
Export Claimable Items
Exporting Claimable Items Administrators can export a list of claimable items in .CSV format for download or printing. Steps to Export Claimable Items Navigate to the Homepage and select the Education icon. Click View next to the Claim Program you ...
Export Education Programs
Administrators can export a list of education programs in .CSV format. This export includes all programs currently displayed in the table. Steps to Export Education Programs From the Home page, click the Education tile, or select Education from the ...
Filter Education Programs
Filtering Education Programs Administrators can filter education programs based on various criteria to quickly locate specific programs. Steps to Filter Education Programs From the Home page, click the Education tile or select Education from the left ...
How to Create a Program Category
Administrators can create and assign categories to education programs for better organization and filtering. Steps to Create a Category Go to Education, locate the desired program, and click View. In the About section, click Edit. Click the Category ...
Import Event Sessions as Claimable Items
You can import some or all sessions from an event into your Education Program to be used as claimable items. Follow the steps below: Go to Educations and click the Claimable Items tab. Click the ellipsis button on the right, then select Import ...
Manage Claims
As an Administrator, you can view and export all claims made across programs for tracking and reporting purposes. From Home, click the Education tile or select the Education tab from the left panel. Click the Claims tab at the top. Here, you will ...
Program Actions
On the Home page, select Education. From the Programs tab, locate the desired Education Program and click View. Select the Settings tab. Locate the Actions section and choose the appropriate option: Activate Claiming: Opens the program for claiming ...
Withdraw a User's Claim
As an Administrator, you can remove/delete a successfully received claim for any program or user when required. This change is effective immediately and cannot be undone. The user will then be able to re-submit a new claim for the same program. Go to ...