Adminstrator How-to
Add Claimable Items to a Program
Claimable Items are the credits users can claim in your Programs. Typical use-cases for Claimable Items are training certificates and confirming attendance at a seminar. Creating a Claimable Item Go to the Homepage and select Education. Next to the ...
Configure Access Control
Under the Education Credits Program select View Select the Settings tab Select the Edit button at the end of the page Configure how the attendees should gain access to claim credits Claimable From/Until - Set start and end times for the duration the ...
Configure a Credit Provider
Credit Providers are the institutions that will be providing the credits to the Claimers, or the claimers can choose which credit to earn. To configure the Credit Provider: From Home select Education Select the Providers tab Select Create Provider ...
Configure Feedback Template
Feedback Templates will be filled in by users to complete their Claim for credit(s). These can be as simple or complex as required, a minimum of one field is required for end-users to claim credits. Creating Feedback Template Go to the Settings Tab ...
Configure Ratings
This feature allows you to collect feedback on the claimable items on your Educations Program on a rating scale. From the desired program, click View Go to the Settings tab Click Edit at the bottom of the page Locate the Ratings section and toggle ON ...
Configure the Certification
Under this section, you can configure how certifications will be granted. To configure the certification: Specify the Submit Behavior User has to confirm submissions of all claims programs: This will submit all collected claims at once from all the ...
Configure Verification for Claiming Education Credits
This feature allows you to specify diverse criteria to determine if the credit claiming will qualify to claim the credit. To configure the Verification: From Home, select Education Navigate to the desired education program, and select the View button ...
Create a Claim Program
Claim Programs allow users to claim for specific credits linked to assignments, certificates, or seminars they have completed. You can adjust which credits are added to your Program, how many credits can be claimed, and even add forms to gain ...
Create a Speaker Feedback Template
Speaker Templates can be used to collect feedback on specific speakers who lead the session. Speaker Templates can be integrated into the Verification Template to combine collecting feedback and verifying attendance in a singular form. Navigate to ...
Delete Credit Provider
Go to Educations, and click the Providers tab Click Edit next to the provider you want to delete Click Delete Note: A Provider can't be deleted if it's been in used on a program. You will be required to first remove the provider from said program to ...
Export Claimable Items
Exporting Claims allows the administrator to download or print your list of Claimable items in .csv format. Navigate to the Homepage then select the Education icon Select View next to the Claim Program you would like to export from Select the ...
Export Education Programs
From Home click the Education tile, or from the left panel click Education Click the ellipsis button on the right top corner 3. Select Export List of Programs. This export will generate a CSV of the programs currently shown in the table and deliver ...
Filter Education Programs
From Home click the Education tile, or from the left panel click Education Click + Add Filter From the drop-down menu, select your filter criteria: Name, Providers, Start-Date, Deadline, or Status Based on the selected criteria, type either name, ...
How to Create a Program Category
Go to Education, locate the desired program, and click View From the About section, click Edit Click the Category field, and type the name of the category you would like to create and click Create or press enter Click Save /*/*Note: once a 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. Find the steps below: Go to Educations, and click the Claimable Items tab Click the ellipsis button to the right, and select Import Sessions ...
Manage Claims
As an Administrator, you have access to view and export all claims made for all programs to help you keep track or reporting purposes. From Home, click the Education tile or click the Education tab from the left panel Click the Claims tab on the top ...
Program Actions
On the Home page, select Education From the Programs tab, navigate to the desired Education Program and click the VIEW button Select the Settings tab Locate the Actions Section, and click the applicable option: Activate Claiming: Opens the program ...
Withdraw a User's Claim
As an Administrator, you can remove/delete a successfully received claim for any program or any user when required. This change is effective immediately and cannot be undone, then the user will be able to re-submit a new claim for the same program. ...