|
Upon Login
- Profile info (yellow highlight below)
- When this info is updated inside a specific application it will update the base record
- View all previously submitted CE Applications (red circle below)
- Add New application (blue circle below)
- Note Home key in upper left heading corner – may utilize from anywhere in system to return to this view (purple circle below)
|
|
Home Page View
|
Add New Application (and related Sessions)
To add new Application click “Add New” (blue circle above). This opens the following. To start adding sessions click “Add New” (orange circle below).
|
|
|
Step One: Validate your Org information
- Your org info will become editable at top and alterations in this area will only appear related to this one session in our pre-approved session listing
- To replicate org updates throughout our system (including all prior applications) click “Edit base provider information” (yellow highlight) at base.
- Required to click “Save” after validating information in order to enter related CE Sessions (orange circle below)
|
|
Add New/Application Information Tab
|
|
Step Two: Enter Sessions
A panel where you can enter the related CE Session appears as soon as you click “Save” above (yellow highlight below)
- Click “Add New” (blue circle below) to enter a new session
- Each session is added individually
- You can also copy another session’s info from the past (if most details are the same, this is the quickest way)
|
Application Information Tab/After Save
|
Add CE Session window will appear as overlay on your screen. Enter all information possible. Certain fields are required.
- Tab left to right through this page
- Session Date
- Session Title = name of session
- Session Time = drop down with optional AM/PM on start/end times
- Series Name = applicable only if associated with a series
- Instructor = name
- Instructor Title
- Description
- Provider Notes
- Session Type (e.g. Conference, Webinar, Workshop)
- Payment Type: How do you wish to pay for this session/application? (Training Partners: select “Comp”)
- Sub Date – submission date (auto fills)
- Held in conjunction = organization sharing crossover Trainer/session association, examples
- Company A hires Company B’s trainer to do session – both Company A and Company B could be seen as session provider
- Company A is entering Session but trainer is employee of Company B and people taking the session might enter Company B’s info as training provider because they know who employs the trainer
- Any time ECCHO or NCP might need both the session provider and an alternate org’s relationship to the session
- Concurrent Session checkbox = check if held in concurrence with another session at the same time so you will only be charged for one session (for Providers only, Partners have no cost associated with sessions)
- Min EDU (submitted) = minutes of education you are submitting for approval
- Credit Val = will automatically calculate the credit value from the minutes of education above (auto-fill)
- App Fee (submitted) = cost for sessions that your organization will pay up front (please note: NCP Partners have no cost associated with session submission)
- Click Save
- Repeat until all sessions are entered
|
|
Add CE Session
|
|
Between each entry and once entries are finalized you will return to this Application’s home page. You can:
- Edit your provider info (blue circle below)
- Edit/delete sessions attached to application (orange circle below) or Add New Sessions (pink circle below)
- Submit sessions and pay (when applicable)
- Partners: Session submission is free – see green highlight in second pic below
- Sessions will be considered after you click “Finalize Application” next to $0.00 to submit sessions
- Providers: Paying automatically sends ECCHO an email that sessions are ready for review which initiates your consideration process.
- Sessions will be considered after payment is received
|
Application/Session Management/Provider Pay
|
|
Partner Submission
|
You will receive your standard email from ECCHO outlining response to session submissions with approved or decline status. You can also log into the system at any time and view by application by entering through “edit” function on the application and clicking “CE Sessions” Tab at top
- This is where you can view the sessions you entered previously and status on session decisions on each (approved/declined by ECCHO)
|
|
|
