RSS Feed
Knowledgebase : Processing
Activity registration forms can be unique for individual activities. Activity specific forms are located at Projects > Manage Activities > Activity Name > Participant Registration Form.  The default form used on activities is defined under the Se...
If you selected the duplicate award and you do not see the token "duplicate" appear on your awards, make sure that the token @duplicate@ appears on the award for the activity. To display the word "duplicate" on certificates, the token ...
The conditional logic needed to collapse the second address line is below. If you want this same functionality on other parts of the award you can use the same statement but will need to ensure the correct token is inserted (for example, @international_pr...
When importing answers from a question that has percentages as answers, make sure your column is marked as text. Excel treats percentages as decimals numbers, which would not match an assessment. To import, create the column as a text field so percentages...
To process a participant for multiple professions, follow the steps below (the profession may vary):Login to CME360.Click Processing on the top menu.Click Process Activities by Activity.Locate the Activity in the list.Select Participant.Register a test pa...
To process a participant for multple professions, follow the steps below:Go to the Processing tab Click on "Process Activities by Activity"Activity = 'Encouraging Safe Handling of Hazardous Drugs'Select ParticipantRegister the participant, selec...
You can register a participant for more than one profession on an activity, which depending on how your sceanrios are configured, allow the participant to qualify for other scenarios on the same activity.  Follow the steps below to register a participant ...
When importing information for Participant Registration forms, Activity Results, and Assessment results, use the Fixed Value field when the value for all participants is the same. In these cases, enter the value in the Fixed Value box and leave the file F...
Common errors and solutions when importing files are below. (This information is taken from the document in the downloads section entitled Importing Participants and Activity Results)ERROR: Row #: Field xxx contains an invalid value (***)Explanation: Thi...
If you do not see the participant you want to manually process the activity for, make sure the participant is registered for the activity.  If you click on the Register New Participant link and find the participant in the list, then they were not yet regi...
By default the search results displays the last 30 days of imports and 25 imports per page. To view imports that occurred on a specific date or date range, enter the appropriate dates in the created ___ and ___to fields and then click the Search button. T...
By default, the Activity Rosters page will only show the 20 most recent Activities. If you do not see your activity listed, type a part of the activity name in the Search field and click GO.  Clicking the Advanced Search link provides you with further sea...
If an activity does not appear in your Available Activities, check to see that the activity has a status of Construction Complete or Published.  Only activities with these two statuses can be added to a catalog.Ref:  Importing Participants and Activity Re...
The error listed below will occur when the application cannot find the award at the location it has been told to look/store the award. Clicking on the Regenerate Award button under the Processing tab typcially will correct this issue.If this issue is o...
If you do not chose an Award Email, then when you go to process you will not be able to generate an email under Processing and you will get the following message "E-mail not sent. There is no e-mail message template selected for this Award."
The email verbiage of an award emailed to a participant is tied to an Award Email Template located in Setup. However, you must select an Award Email Template under the Awards Node Detail on an activity in order to associate the certificate and scenario. T...
Import -You will be asked to select a distribution source when you import activity results. You will only be prompted to select a distribution source if:You have associated your activity with a catalogThat catalog is associated with one or more 'Other' ve...
If one or more headers on a spreadsheet are unavailable when mapping headers to a participant registration form, check the spreadsheet headers and data for extraneous characters such as leading apostrophes (') or spaces which will prevent the header field...
If you see the message 'E-mail not sent. There is no e-mail message template selected for this Award.' Make sure you have set up an email template and that you have associated it with the award for the participant's scenario.  If you see the message 'E-ma...
If you see the message 'No scenarios found for the selected activity and participant.' check the following: Make sure that participant profession has been selected by one or more of your scenarios under the Accreditation node in the activity. Verify that ...
If you see the message 'No awards are currently available for this participant for this activity.' or the award you expect see is not present, make sure that you have completed all the requirements on the scenario tab for each scenario. Ref: Manually Proc...
If the activity has no requirements or none are configured to display for this participant, the process will skip this tab and select the next tab to the right of 'Requirements'. Ref: Manually Processing Participants and Activity Results
Yes.  Once the participant completes the registration form and any requirements and assessments, a certificate can be generated that dynamically pulls information from the registration form and the activity.
When manually processing participants, you are presented with the default Organization Registration form. This form is defined under the Setup > Application Settings > Default Forms. An organization can only use one default organization registration...
You will be prompted to 'Select a Distribution Source' if your activity is associated with more than one 'Other Venue' of the type Print Publication.  If your activity is associated with only one 'Other Venues' of the type 'Print Publication' it is automa...
If a catalog does not appear in your list of available catalogs above, check to see that you are a stakeholder on the catalog.  Only catalogs that you are a stakeholder on will appear in your available catalogs to associate with this venue. Ref:  Importin...
A token appears on an award instead of the actual data if one of the following occurs:The token is misspelled or does not exist on the activity. A token was added to the award that is not present on the activity. Check to see if the token you are trying t...
When processing, if you do not see the activity in the Activity Title list:Make sure the activity is in a stage of Under Review, Construction Complete, or Published.  Verify that you or a user group you belong to is a stakeholder on the activity. Ref: Ma...