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Knowledgebase : Projects
If an "Unresolved" disclosure was added in the Manage Faculty section, when you look at that same faculty member on an activity, you will see both the exclamation mark and "Unresolved".
The conditional logic needed to include / collapse the second address line ("Address 2") on an award is below. This must be entered using the HTML view of the award, available by clicking the <> at the bottom left:@participant_first_name@ ...
The minimum steps required to enter an activity in CME360 are highlighted in the table below. STEPProgram & Activity1Create a Project2Create an Activity3Add Stakeholders (from Project Explorer) -    Add Organization-    Add Users (groups/individ...
Blank Project:  Used to create a project container in the database. (May additional research is needed, before the activity can be created or perhaps it is unclear on what type of activity or activities will be offered.)Stand-alone Activity: (Typically en...
The Stakeholders for Needs Assessments is located under the Planning/Needs Assessment section. Anyone added in this section will be able to view/edit the Needs Assessment on that level. When you bring on a needs assessment at the activity level, any stake...
The following nodes under an activity can be edited in a published activity:StakeholdersFacultyFinancialTasksLOANeeds AssessmentLearning ObjectivesMission StatementIf you are trying to edit anything else on an activity it must first be unpublished in orde...
The resolution of COI's takes place under the Faculty node within the project explorer when in an activity. Once a Faculty member has been added to an activity, you can then "edit" that faculty member (under the faculty node in the project explo...
Create a Failure Letter in the Award Templates Section under Setup If you plan to email these failure letters out, create an email template under Setup Click into the Activity and assessment that will have the failure letter Edit the Assess...
The Scenarios node for an activity includes Fixed (primary) credits: Use when everyone who completes the activity receives the same amount and type of credit. Select the appropriate numerical value and credit type. NOTE: Be sure the primary credit type is...
The document may not be available because of it being added to setup after the faculty members were already added to the activity. To resolve:  Click the Faculty node for the specific activity and click the "red" exclamation points to the left o...
If a user does not appear for an organization you added to the activity, check to see that they have been invited and have accepted your invitation under the Stakeholders tab. Ref: QuickStart Training Guide for Entering An Activity*For more information on...
If an accrediting body does not appear, check to see that they have been invited and have accepted your invitation and/or are listed on the Stakeholders node for the activity. If they are not on the node, be sure they are listed in your community on the...
If an organization does not appear, check to see that they have been invited and have accepted your invitation and/or are listed under the Stakeholders tab. Ref: QuickStart Training Guide for Entering An Activity
Assessments for an activity will appear in the following order:Pre-TestIn Meeting AssessmentPost-TestEvaluationFollow-UpIf there is more than one of the same type of assessment, they will be listed in alphanumeric order. 
The fields on both Scenarios and Providers tabs must be completed before processing for this accreditation type scenario can occur. Both the Scenario Completed column and the Provider(s) Selected columns contain a checkmark when completed.Ref: QuickStar...
It is strongly suggested that system questions be used when editing or creating registration forms on activities.  This is for two important reasons: The "drop-down" system questions (e.g., Profession, Professional Designation, Country, etc.) co...
User level search will return all activities that the user either owns or is a stakeholder on. Organization level returns all activities that ANY user within their organization owns or is a stakeholder on.
For projects, CME360 searches on: Project Name, Short Label, Description, and Custom Project ID For activities, CME360 searches on: Activity Title, Short Label, Description, and Grant Number
The exclamation mark next to a faculty member in the activity denotes a change in the information contained in that same faculty member's profile in the Manage Faculty section of the Stakeholders tab after the faculty member was added to an activity (spec...
When looking at "Manage Activities", you are not inside a project and since activities exist within a Project, the option to add an activity exists only at the Project level.