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Compliance

Contents

Getting Started

Are you new to compliance? If so, you may want to begin with our Getting Started with Compliance page. Otherwise, below is a list of help topics tailored for the LearnLive ComplianceTM product. If you do not see the topic you are looking for, or to see the full list of topics for the entire LearnLive platform, see Continuum.

General



Using the LearnLive System

Understanding the LearnLive system

Version 2.0: FAQ

System Requirements

View the administrative dashboard

View a university

Use the calendar

Customize your dashboard



Additional Resources

Submit a feature request

Report a bug



Users



Working with users

Understanding user profiles

Search for one or more users

Log in as a different user

Create a user profile

Add a photo to a user profile

Edit an existing user profile

Add or edit many users in bulk

Remove a user profile

Expire a user profile

Transfer a user with an existing LearnLive account into your company

Move a user to, from, or between child companies

View a user's completed programs

Enroll users in a session of a program

Un-enroll users from a session of a program

Pass a user for a session

Assign instructor credit to an instructor for a program

Tracking user completion of external program records



Programs



Working with programs

Understanding programs and sessions

Search for one or more programs

Create a new program

Assign practice areas to a program

Assign fields of study to a program

Add a photo to a program's catalog entry

Add a single program to one or more catalogs

Add one or more programs to a single catalog

Remove a program from a catalog

Duplicate a program

Edit a program

Delete a program

Invite users via email to enroll in a program

Assign a required program to one user

Assign a required program to a group of users

View program details

Upload PowerPoint presentation for a program

Upload audio or video content for a program

Upload extra media files for a program

Upload highlights for a program

Upload handouts for a program

Upload Captivate and other kinds of Flash-based content

Upload a glossary for a program

Upload a transcript of a program

Upload documents to a program for storage

Access previously uploaded files for program

Create a program that launches via AICC

Create a program that uses SCORM files



Working with sessions

Understanding programs and sessions

Create a session of a program

Duplicate a session of a program

Enroll users in a session of a program

Un-enroll users from a session of a program

Assign certificates to a session

Assign credit values for a session

Attach an evaluation to a session

Assign a location to a session

Pass a user for a session

Reset the completion attempts for a participant in a session

Assign a close enrollment date for a session of a program

Assign a close un-enrollment date for a session of a program

View users who have enrolled for a session

Email all enrolled users of a session

Assign an instructor to a program session

Assign a limit to the number of users that can enroll in a session

Assign a price to a session

Require permission for users to enroll in a session

Enable a waitlist for a session

Change the start and end times of a session

Cancel a session of a program

Delete a session of a program

Solicit evaluations for a session

View collected evaluations for a session

Export list of participants who have enrolled in a particular session to Excel



Webcast sessions

Launch a webcast

Create a webcast

Create polls for a webcast

Position polls in a webcast

Create an archive session from a webcast session

Create a linked session from a webcast session



Self-study sessions

Launch a self-study session

Create a self-study session

Create a self-study session for an AICC program

Create a self-study session for a SCORM program

Perform credit evaluation via pilot testing

Perform credit evaluation via word-count method

Create assessments for a self-study session

Assign cue points for self-study session

Add a simulation to a self-study session



Rebroadcast sessions

Launch a rebroadcast

Create a rebroadcast from a course session

Create a rebroadcast from a webcast session

Create a linked session from a rebroadcast session



Classroom sessions

Create a classroom session

Obtain sign-in sheets for a classroom session

Enable proctoring for a session

Allow a participant to proctor a session



Learning activity sessions

Create a learning activity session



Working with program groups

Understanding program groups

Waive completion requirements for a user in a program group

Assign program group to a user or group of users



Working with external programs

Create an external program record

Tracking user completion of external program records



Learning Paths

Create a learning path

Assign programs to a learning path

Set completion requirement for a learning path

Assign due dates to a learning path



Learning Tracks

Create a learning track

Add programs to a learning track



Program Series

Create a series

Add programs to a series



Conferences

Create a conference

Add sessions of previously-created programs into the conference



Working with certificates

Create a custom certificate design

Download a certificate for a single user in a single program

Download certificates for a single user for multiple or all programs



Compliance



Keeping Current with Compliance Rules

Review Compliance rules by Jurisdiction



User setup for Compliance

Track a jurisdiction for a user

Jurisdiction Profile Guide

Edit the jurisdiction profile for a user

Stop tracking a jurisdiction for a user

Designate company jurisdictions

Working with Extensions and Punishment Credits



Program details for Compliance

Customize the accreditation for a session

Assign custom credit to a participant for a program

Assign partial credit to a participant for a program



Tracking Compliance

View compliance status for all users in all jurisdictions

View compliance status for all users in a jurisdiction

View compliance summary for a user

View compliance status for a user in a jurisdiction


Print pre-populated CPE reporting form for a user’s jurisdiction

Obtain Compliance forms by jurisdiction



Reports

Billing Report

Content Sharing Report

Purchase Report

User Profile Detail Report

User Status Report

User Usage Report

Program Groups Report

Instructors Report

IRS Completions Report

IRS Report

Webcast Report

Content Provider Report

SCORM Report

AICC Report

Certificates Report

Program Usage Report

Question Analysis Report

Evaluation Report

Pilot Test Report

Streamed Events Report

Schedule a report to be emailed



Company



Working with catalogs

Create a catalog

Add a catalog to a university

Remove a catalog from a university

Grant user groups access to a catalog

Use catalogs from an outside company or content provider

Share a catalog with other companies



Working with universities

Understanding Universities

Edit university settings

Create or reset a pass code for a university

Change or customize the theme for a university

Add custom help files



Managing email and messaging

List of auto-generated emails, settings, and descriptions

Edit email templates

Edit email settings



Managing your company settings

Edit your company settings

Understanding system roles

Create sponsors

Create certificates

Create evaluations

Create offices

Create locations

Create a child company

Customize administrative branding



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This page has been accessed 72,767 times. This page was last modified on 29 January 2018, at 23:32.



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