Duke RSS SMS User Guide.docx
Contents
1. View Account Edit Account Orders Mobile settings Courses in progress Scenario 3 Attendee has a profile on the site but changed their phone number Attendee can either text 289 809 DUKE from the new phone number or login to the site to change their phone number Changing phone number from profile Step 1 Attendee will have to login to the site to access their profile Username Password Create new account Log in Request new password Step 2 After logging in attendee can click on the My Account link to access their profile Log out My account Q Step 3 Attendee can click the Mobile Settings tab on their profile View Account Edit Account Orders Step 4 Attendee will see their phone number listed They and click the Delete and start over button to change the phone number Your number fas been confirmed 21 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Step 5 A field will appear for the attendee to enter in their new phone number They can then click Confirm Number My account Fhone number Message Type SMS Text Message Step 6 The attendee will receive a text message with a confirmation code The user can use this code to verify their phone number from their profile Step 7 When the user is on the Mobile Settings tab of their profile there will be a Confirmation Code field where the user should enter the code they received via text message The user2. Gy EthosCE Duke Clinical Research Institute Office of CME EthosCE RSS User Manual DLC Solutions LLC 109 South 13th Street Unit 2 South Philadelphia PA 19107 http www dlc solutions com Document Version 2 0 EthosCE 6 3 3 6 10 2013 Table of Contents Mroductio em cemeteries A r ar te serene ne ree eee N 3 CME Associate Seres Creatl On miari cies lea recede ee ee rec ose 3 LB excel oa ey n ies o sasien tere Cer enn mcr ere E Cee eee cent 4 Sres 2 aH S Bra 0 eee ee er ns RTE Tr er Pere ee eee ener eee 5 1 8 86 igo Ds reac eae tne er en Opr rE cr ure rr or ne ne Ee reer eee re eee 7 AGCGCME T3Docpesnumnia a eles Wes enh eaten a al tant aien aati 7 CME Associate Setting the Series Status to In Review s ssssessresresrssrssrereonnsnssnnnrnnnonnsnnnnennnnnsnnsnnnnns 8 CME Coordinator Reviewing the Serl Sisumiisiiinninnoiea E E AA 9 Managing the RSS Series Workflow for More Than One Series ccessseeseseesesesssessseseeeesetenens 11 CME Associate Replying to a Request for Feedback s s sssssrssssrssnssrsrrnresnnsnssnnnnonnnnnsnnnnnnnonnsnnnnennnnnns 12 CME Associate Publishing Your Series cciccariieice eee cece 14 CME Associate Creating Sessions for Your RSS Series c ccsscssscseseseseseescscscscscseasssssasassceseseteseneens 14 SSC UENO TA esc ae oe ices a a aa G haneneeemitan 15 cernncaite Wee parecer eee ote rc ee reare rare meee tee crane rere E E me arene erecta 15 De SSION SC UENO
3. In the screenshot below the code set on the Session was CAZKEB Step 2 Attendee receives a No account on file message if their phone number was not found in the system Step 3 Attendee texts their e mail address Step 4 Attendee receives a message to check their e mail address 18 Document Version 2 0 EthosCE 6 3 3 6 10 2013 No account on file your attendance for Lung Cancer Session is on hold Please send your full email address using this mobile number to confirm Jun 4 2013 11 05 AM Check your inbox for an email with instructions on how to confirm your attendance oc Step 5 Attendee will have to check their e mail inbox and click on the provided link in order to set up their profile on the website Once they click on the link in their e mail they will land on a Reset password page Reset password This is a one time login for kristingrenfellld gqmail com and will expire on Wed 06 05 2013 11 10am Click on this button to login to the site and change your password This login can be used only once Step 6 Attendee should click on the Login button to login and fill in their profile information It is important for the user to set their password They will have to fill in all required profile information in order for their attendance to be recorded on their transcript for the Session Step 7 Attendee can click on the My Activities tab in their profile to acc
4. a button to change the workflow state you will be directed to a page where you can add a comment This is not mandatory COMMENT Next Cancel Step 6 Click on the Next button and then click on Confirm to set the state Comments When you make a comment as part of changing the workflow state an e mail will be sent to the user responsible for the next action Your comment will be included in the email As a CME Coordinator this means that the CME Associate who created the Series will receive your comment via email CME Associate Replying to a Request for Feedback Step 1 Log in to the site as your CME Associate user You can log in on any page Step 2 You should have received an e mail from the CME Coordinator requesting feedback Click on the link provided in the e mail and you will be directed to your Series Step 3 In the side navigation you will see an Admin section with a Series Workflow link Click on the link to see the workflow dashboard 12 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Admin yy Edit Series Features Members Series workflow Step 4 The workflow state of the Series will be Feedback when you first access it This means that the Series requires your feedback Current state Feedback In Review Feedback COMMENT Submit Workflow History Date Old State Hew State By Comment Wed 05 22 2013 11 24pm In Review Feedback cme_coordinator Wed 05 22 7013 11 22pm Fee
5. amount you have received M Yes Contributors MONTH SUPPORT SOURCE Jan REPORTING YEAR IN KIND SUPPORT RECEIVED _ Durable equipment Q Facilities Space C Disposable Supplies non biological C Animal parts or tissue _ Human parts or tissue C Other Please check all that apply AMOUNT RECEIVED ACCME Tab e ACCME stands for the Accreditation Council for Continuing Medical Education Information entered in the ACCME tab will be pulled into a report for the Office of CME to pull a report for PARS Program and Activity Reporting System It is critical to enter this data as accurately as possible If you have any questions please contact the Office of Continuing Medical Education at dcri cme dm duke edu e AMA Learning Format Set the AMA Learning Format to Live Activity Document Version 2 0 EthosCE 6 3 3 6 10 2013 e Provider Activity ID Enter in the Provider Activity ID number provided by the Office of Continuing Medical Education PROVIDER ACTIVITY ID e Activity Type The activity type must be set to Regularly Scheduled Series ACTIVITY TYPE Regularly Scheduled Series Step 5 Save your Series You may then view your Series page Step 6 If you need to make changes while on your Series page click on Edit Series to edit any of the information shown on the page Why Can t Anyone See My Series e Congratulations You ve just created your series but it s still unpublished on
6. ANCE 0 hours 0O minutes DURATION FROM START TIME TO CLOSE ATTENDANCE 0 hours 75 minutes SMS CODE CAZKEB 17 Document Version 2 0 EthosCE 6 3 3 6 10 2013 e SMS Code A code is auto generated in the SMS Code field You can choose to update this if you need to The SMS code must be communicated to attendees at the event We recommend putting this in first and last slide as well as printing it out on paper As long as the Session is open and the attendee has the SMS code the attendee can enroll be marked attended and receive credit Texting the Code to 289 809 DUKE 3853 Your attendees will text the SMS code to 289 809 DUKE to receive credit Since they ll be doing this for every session encourage them to create and save a contact in their phone for SMS attendance Put instructions and reminders in convenient places such as on presentations schedules and posters Step 3 Be sure to click the Save Configuration button at the bottom of the page when finished making changes Student RSS Session Attendee Experience Attendees will text in the SMS code set up on your Session to number 289 809 DUKE 289 809 3853 This will submit the attendee s attendance for the Session See below for the different scenarios that the attendees may encounter Scenario 1 Attendee does not have a profile on the site and sends SMS for the first time for a Session Step 1 Attendee texts SMS code to 289 809 DUKE
7. Ss TA Dienn ciiettananiehaadniad 15 Course Credit lapses seeder a Ga eae eee 15 Course Settings Tab wxscccinccie tae E ce 16 CME Associate Editing Individual Sessions occ eccscecsesseseseseeeseseesesescacacseaeasscaeasaeasacacasasesesesetesenenens 17 CME Associate SELLING SM LOX UII Os iescvs tisscreacercieaetiasteria sans dusuinnneenagae naan aaaurcsea anna 17 Student RSS Session Attendee ExperienCeisisssssinon o ied eee eerie 18 Scenario 1 Attendee does not have a profile on the site and sends SMS for the first time for ad SCSSTO Wren een setlist eee nee ice tele dG nee eee tek 18 Scenario 2 Attendee has a profile on the site and sends SMS for a Session s s 20 Scenario 3 Attendee has a profile on the site but changed their phone numbet 21 Scenario 4 Attendee does not have SMS capabilities on their phone een 22 GeneralOuestionsrerardine SIMS ricrea eee tee 24 2 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Introduction This document is intended for the use of CME Associates and CME Coordinators The CME Associate can create an RSS Series and set the status of the Series to In Review Once it has been reviewed and approved by the CME Coordinator the CME Associate may then publish the Series The CME Coordinator reviews and approves the RSS Series before it is published The CME Coordinator can provide feedback to the CME Associate to ask him her to make changes and can also publish a Series CME Asso
8. This will enroll the attendee into your Session Step 6 Click on the Administer link to see the list of enrolled users and mark attendance View Enrollments Edit Search and Enroll Settings Step 7 To mark the attendee as attended find your user in the enrolled list by using the filters and then check off the checkbox next to the user Step 8 Under the Bulk Operations section choose Mark Attended in the Choose an Operation dropdown Click on the Execute button and then confirm This will mark the attendee as attended for the Session The Session will then appear on the attendee s transcript Bulk operations Choose an operation Edit Sign up Status Remove enrollment Edit enrollment and completions E mail Mark unattended kristingren Execute 23 Document Version 2 0 EthosCE 6 3 3 6 10 2013 General Questions regarding SMS What if an attendee texted the incorrect e mail address How do change this You will need to contact DCRI at dcri cme dm duke edu to change the attendee s e mail address in the system Without the correct e mail address the attendee will not be able to confirm their attendance Why are signups for my Session closed This could be because your start date and time for your Session is in the past and the duration for attendance is set to 0 Edit your Session and take note of the from date and time found under the Session settings tab Do not ente
9. as information becomes available Certificate Tab No certificates will be give for RSS sessions this section can be skipped Session Settings Tab e Speaker Name Use something generic such as Speaker to be announced later e Location of session Enter the location of your sessions room number and any additional notes e Session Date Do not enter the date range here of your Series here Enter the date and time of your first Session Because you are creating in bulk the others will be auto filled when you click save e Repeat This creates all your sessions by duplicating the current session based on a repeat frequency you specify Because you ve already specified a date and date for the first session the repeat will be based on that For example o If your first session is on Monday and you specify Every week a session will be created every Monday until the the stop date o If your first session is on Tuesday and you specify Every month a session will be created on that Tuesday every month e Until This is the stop date for the auto create of repeating sessions Enter the last session date of your series here Except Use this field to specify a session date to skip such as a holiday Additional Use this field to specify an additional session date that won t fit into your specified auto repeat settings For example if you have a weekly session but want to add an extra session one week to accommodate a visi
10. board beneath the Bulk Operations check the checkbox next to the Series you want to publish Click Publish Series and then confirm e Unpublished Only administrative users will be able to see your series e Published All users will be able to see your series CME Associate Creating Sessions for Your RSS Series Once a Series is approved by the CME Coordinator you must add your sessions This will be done in bulk Creating Sessions In Bulk In the next few steps you are going to be creating all your sessions for the year in one fell swoop You probably don t have all the titles or speakers lined up yet That s okay you ll be able to update them as that information becomes available later Step 1 Logged in as your CME Associate user go to your Series landing page and then go to the Admin Menu Click Create Content and then Session My Account EthosCE admin Create content SE S510n Step 2 Fill in your Session information Be sure to fill in any required fields When you are ready to move to the next section click the next tab button at the bottom of the page Previous tab 14 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Description Tab e Session name Enter your Session Name Because you are creating all your sessions in bulk we suggest using something generic for now such as Session Topic To Be Announced Later e Body Leave this blank for now You can fill it in later
11. ciate Series Creation Step 1 Login to the site as your CME Associate user Username Password P Create new account Log in Request new password Step 2 Click on the wrench icon in the top left hand side of the screen This will open a side Admin menu for you x My Account Create content EthosCE admin Support Workflow Dashboard You may always click the small x in the admin menu to collapse the menu Step 3 Click on the Create Content tab in the Admin menu and then Series This is how you will create your Series Create content Series Document Version 2 0 EthosCE 6 3 3 6 10 2013 Step 4 Fill in your Series information by clicking through the tabs When you are ready to move to the next tab click the next tab button at the bottom of the page Previous tab Description 1 Series settings Support ACCME a Publishing options Not published Be sure to fill in any required fields Description Tab e Name Enter the name of your Series Example Lung Cancer RSS NAME e Path Enter in a Path This will be the URL for your Series To make this user friendly you can have the Path be the same as your RSS Name For example a Path for a Lung Cancer series could be lung cancer or lungcancer Note that the Path may contain only lowercase letters numbers dashes and underscores PATH http continuingeducation dcri duke edu e Description En
12. dback In Review cme_associate Thu 05 16 2013 2 35pm In Review Feedback cme_coordinator Thu 05 16 2013 9 15am In Review In Review cme_coordinator Setting this to in review Thu 05 76 2013 9 09am New In Review cme_associate Please review this at your convenience Thu 05 16 2013 9 02am creation New cme_associate Step 5 As CME Associate you can choose to add a comment and set the state of the Series to In Review The CME Coordinator will receive your comments via email e In Review When set to In Review the CME Coordinator will be able to review your Series and either send it back for Feedback or Approve it Step 6 Set the workflow state to In Review add a comment optional and then click on the Submit button Oops Lost My Series How Can Find It To find a series open the admin menu at the top left and click on EthosCE Admin then Workflow Dashboard Set the current state to All and click Apply You can order the results by title or last modified date 13 Document Version 2 0 EthosCE 6 3 3 6 10 2013 CME Associate Publishing Your Series Step 1 Log in to the site as your CME Associate user You can log in on any page Username Password i Create new account Log In Request new password Step 2 You should have received an e mail from the CME Coordinator notifying you of the approval Click on the link provided in the e mail Step 3 On the publishing dash
13. ess their transcript The Session will be listed 19 Document Version 2 0 EthosCE 6 3 3 6 10 2013 View Account Edit Account Orders Mobile settings Commitments Signups Courses in progress Completed Activities Date completed From date To date 2013 06 04 Apply Format 2013 06 04 Format 2013 06 04 Title Credits Title Course status Enrolled date Course date completed Certificate Lung Cancer Session 1 00 Attendance Complete 06 04 2013 06 04 2013 Scenario 2 Attendee has a profile on the site and sends SMS for a Session Step 1 Attendee texts SMS code to 289 809 DUKE In the screenshot below the code set on the Session was ZOLFAL Step 2 If attendee already has an account their attendance is recorded immediately They will receive a text message indicating that their attendance was recorded ZO F Your attendance has been recorded for Oncology Step 3 Attendee will have to login to the site to access their profile and view their transcript Attendee can login to the site since they already have a profile Username Password i Create new account Log In Request new password Step 4 After logging in attendee can click on the My Account link to access their profile 20 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Log out My account J t Step 4 Attendee can click on the My Activities tab in their profile to access their transcript The Session will be listed
14. ly you and other administrative users can see it To publish the series you must send it for review and approval Read on for the next steps CME Associate Setting the Series Status to In Review Step 1 Logged in as your CME Associate user go to the Admin menu and click EthosCE Admin and Workflow Dashboard My Account Create content EthosCE admin Support Workflow Dashboard Step 2 You will see a list of items that have the status of New and Feedback These are the items that need your attention Beneath the Bulk Operations check the checkbox next to the Series you want to send to be reviewed Select the Series and then click Set in Review You must send your series to be reviewed and approved before publishing your series e New Series is newly created and waiting to be sent to be reviewed e In Review When set to In Review the CME Coordinator will be able to review your Series and either send it back for Feedback or Approve it Document Version 2 0 EthosCE 6 3 3 6 10 2013 Bulk operations Set In Review ra Title if Medical Breakthroughs Step 3 When you click on a button to change the workflow state you will be directed to a page where you can add a comment This is not mandatory COMMENT Next Cancel Step 4 Click on the Next button and then click on Confirm to set the state Comments When you make a comment as part of changing the workflow state an e mail
15. n tab and then Workflow Dashboard Step 3 By default you will see a list of Series that have the workflow state of In Review which are ready for your feedback or approval You can filter by workflow state by selecting a state and clicking the Apply button Current State s lt Any gt New l i R evViIEeWw Feedback e Approved Apply Reset If you choose lt Any gt and click the Apply button you will see all Series regardless of workflow state If you need to access a Series you can click on the linked title of the Series _ Title State State Last Updated Edit Comment Publishec o items selected Clear selection B KG Series Feedback 06 03 2013 Edit Looks good but please keep the formatting consistent Speakers should have No 1 15pm capitalizations O Testing 16857 Approved 06 03 2013 Edit approved No 9 17am Document Version 2 0 EthosCE 6 3 3 6 10 2013 Step 4 Click on the checkbox next to a Series You may select more than one Series at a time to change the workflow state all selected series at the same time C Title iwi KG Series Step 4 Once the Series is selected you can change the workflow state by clicking on one of the buttons beneath the Bulk Operations header Set to Approved Set to Feedback Set In Review Set to Rejected Note Workflow State definitions are in the Managing the RSS Series Workflow for a Single Series section of this user handbook Step 5 When you click on
16. r the date range here Only enter the date of the first session FROM DATE AND TIME 06 04 2013 10 00AM Go to the Enrollments tab of your Session and click on the Settings link Enrollments Edit Administer Search and Enroll Does your Duration close attendance from start time allow for enough time for users to submit attendance For example if your Session is 1 hour long do you have 1 hour additional time You will need to assure that you are allowing for additional time for the attendees to be able to submit their attendance AFTER the session DURATION FROM START TIME TO CLOSE ATTENDANCE 1 hours 15 minutes Once your duration times are adjusted you need to manually re open enrollments Go to the Enrollments tab on your Session and change the Signups from Closed to Open Click the Update button SIGNUPS ARI Y Closed Update TATAL Ci AE 24 Document Version 2 0 EthosCE 6 3 3 6 10 2013 How do confirm my phone number You will have to login to the site click on My Account and then go to the Mobile Settings tab If you had changed your phone number you should have received a confirmation code from the DUKE number with a confirmation code Enter in your confirmation code and click on Confirm Number What if texted the incorrect e mail address How do change this You will need to contact DCRI at dcri cme dm duke edu to change your e mail address in the system Without the correc
17. should enter in the confirmation code and then click on the Confirm Number button This will officially change their phone number in the system Confirmation code Enter the confirmation code that was sent to your phone Scenario 4 Attendee does not have SMS capabilities on their phone If an attendee is unable to use text messaging on their phone the attendee will have to create an account on the site and then manually be marked as attended Step 1 The attendee will need to go to the Duke Continuing Medical Education website and register an account by clicking Join Login Join They will have to fill in all of the required fields on the registration page Step 2 As the CME Coordinator or CME Associate user you may manually enroll the attendee and mark their attendance for the Session Navigate to the Session on the site and click on the Enrollments tab Enrollments Edit Step 3 Click on the Search and Enroll link at the top right hand side of the screen 22 Document Version 2 0 EthosCE 6 3 3 6 10 2013 PW Enrollments Edit Administer Beane Enroll Settings Step 4 Search for the attendee you need to manually mark as attended You can filter the results by searching for username first or last name or e mail address User Name Full Name User E mail Apply Step 5 Check off the user once you find them in the list and then click the Enroll user in current course button and confirm
18. t e mail address you will not be able to confirm your attendance 25 Document Version 2 0 EthosCE 6 3 3 6 10 2013
19. tate of the Series to either Feedback or Approved The CME Associate will receive your comments via email e Feedback This will send the Series back to the CME Associate with your comments You will have to review the Series again in the future before approving it e Approved When a Series is approved the Series may be published and the CME Associate may then add Sessions No further changes can be made by the CME Associate Step 6 Choose the state you would like to set the Series to add a comment optional and then click on the Submit button Email Notification Whenever you change the workflow state an e mail will be sent to the user responsible for the next action As a CME Coordinator this means that the CME Associate who created the Series will be notified of your workflow state change Step 7 If you would like to view the Series page you can click on the View tab in the top right hand side of your page 10 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Workflow Managing the RSS Series Workflow for More Than One Series Step 1 Logged in as your CME Coordinator click on the wrench icon in the top left hand side of the screen f This will open the left side Admin menu for you EthosCeE admin Create content My Account View my account Edit my account Logout You may always click the small x in the admin menu to collapse the menu Step 2 Go to the Admin menu and click the EthosCE Admi
20. ter in a brief Description for your Series DESCRIPTION e Mission Statement Enter in a Mission Statement MISSION STATEMENT 99 amp Gal Q Source Format 8 B I x xX Document Version 2 0 EthosCE 6 3 3 6 10 2013 Series Settings Tab e Medical Director and CME Associate Enter in the Activity Medical Director and CME Associate your name ACTIVITY MEDICAL DIRECTOR NAME CME ASSOCIATE NAME e New Series NEW SERIES N A Yes O No e Credit Type Select a credit type that will be awarded for the Sessions in this Series This is for display only CREDIT TYPE SELECT ALL THAT APPLY None 0 AMA AAFP prescribed AAFP elective e Frequency Choose the Frequency of the Series This is for display purposes only FREQUENCY None Weekly Bi weekly Monthly Bi Monthly Quarterly Other please specify Document Version 2 0 EthosCE 6 3 3 6 10 2013 e Location Type in the Location of the Series An example for Location name would be the building name This field is only required when the ACCME activity type is Course or Regularly Scheduled Series LOCATION NAME ADDRESS ADDRESS LINE 2 CITY COUNTRY United States z STATE PROVINCE Please select POSTAL CODE e Specialty Choose a Specialty from the dropdown list SPECIALTY Allergy and Immunology Anesthesiology Colon and Rectal Surgery Dermatology Emergency Medicine Famil
21. ting speaker Twice weekly Sessions If your series happens twice weekly for example every Tuesday and Thursday you will have to create two initial sessions One on the first Tuesday repeating weekly and one on the first Thursday repeating weekly Course Credit Tab You must enable a credit type for each Session that awards credit For RSS Sessions select AMA credit e AMA Credit Click the plus sign next to AMA Credit o Check the active checkbox Uncheck variable credit Set the max credit to 1 0 or the desired credit amount per session You can change this later for a shorter or longer session 15 Document Version 2 0 EthosCE 6 3 3 6 10 2013 Course credit settings Set the credit settings for this course AAFP elective Inactive AAFP prescribed Inactive ACHE Inactive ACPE Inactive AMA Inactive Active INCREMENTS 0 25 MIN 0 00 MAX 1 00 CODE Variable credit EXPIRATION TYPE Course Settings Tab Attendance required This option must be checked Release date Leave this blank Expiration date Leave this blank Show on transcript This option must be checked External course ID Leave this blank Course settings Placeholder v Z Attendance required RELEASE DATE EXPIRATION DATE A Show on transcript A Show on course catalog EXTERNAL COURSE ID Show on course catalog This options must be checked Step 3 After the Course Se
22. ttings tab click save Once saved you will be directed to the Series landing page and can click on the Sessions link to see a list of Sessions in your Series When you click on a Session you will land on the Session s landing page 16 Document Version 2 0 EthosCE 6 3 3 6 10 2013 CME Associate Editing Individual Sessions After you have created all your recurring sessions and are ready to set up a session for attendees you must complete the following steps Step 1 Navigate to your session and click edit Enrollments Edit Step 2 Enter the Session Name and Speaker Name You may also make any other necessary changes such as location or number of credits Step 3 Proceed to the SMS setup CME Associate Setting up SMS Texting Step 1 Navigate to your Session and click on the Enrollments tab Enrollments Step 2 Click on the Settings tab e SMS Duration The Duration fields are used to limit the allowed attendance time period so that users Cannot send in an attendance code too far before or after the Session time In the screenshot below the duration from start time to close attendance is set to 75 minutes which means that attendees will have 75 minutes from the Session start time to submit their attendance So if the Session is 1 hour long 60 minutes the attendees can send in their attendance code until 15 minutes after the session ends sws DURATION FROM START TIME TO OPEN ATTEND
23. will be sent to the user responsible for the next action Your comment will be included in the email As a CME Associate this means that the CME Coordinator who reviews your Series will receive your comment via email CME Coordinator Reviewing the Series Managing the RSS Series Workflow for a Single Series Step 1 Log in to the site as your CME Coordinator user You can log in on any page Username Password j Create new account Log in Request new password Step 2 You should have received an e mail regarding a Series that had been created by a CME Associate Click on the link provided in the e mail and you will be directed to the new Series Step 3 In the side navigation you will see an Admin section with a Series Workflow link Click on the link to see the workflow dashboard Document Version 2 0 EthosCE 6 3 3 6 10 2013 Admin y Edit Series Features 4 Members Series workflow Step 4 The workflow state of the Series will be In Review when you first access it This means that the Series is ready for your review and can no longer be edited by the CME Associate who created it Current state In Review In Review QO Feedback Approved O Rejected COMMENT Submit Workflow History Date Old State New State By Mon 06 03 2013 12 34pm New In Review cme_coordinator Mon 06 03 2013 12 25pm creation New cme_associate Step 5 As CME Coordinator you can choose to add a comment and set the s
24. y Medicine Internal Medicine Medical Genetics Neurological Surgery Nuclear Medicine Obstetrics and Gynecology Ophthalmology Orthopedic Surgery Otolaryngology Pathology Pediatrics Physical Medicine and Rehabilitation Plastic Surgery Preventive Medicine Psychiatry and Neurology Radiology Surgery Thoracic Surgery Urology e Sub specialty Once a Specialty is chosen sub specialty options will appear You may check off all that apply In this example Dermatology was chose as the Specialty SPECIALTY Dermatology SUB SPECIALTY DEPARTMENT SELECT ALL THAT APPLY O Dermatology O Dermatopathology _ Pediatric Dermatology O Other Document Version 2 0 EthosCE 6 3 3 6 10 2013 e Series Date Set the date range of the Series When you click into the To and From fields a calendar will pop up so that you can choose the specific dates FROM DATE TO DATE Understanding the Series Date The series date describes the period of time from your first planned session to your last e For the From date enter the date of the first session e For the To Date enter the date of the last session Support Tab e Check off Yes if you have received Support for this Series Note that Support is not mandatory e Select the Support Source from the dropdown field and set the month and reporting year You can check off the in kind support received as well as the monetary
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