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How to Add Training Events - Simple Instructions

    Training Calendar Video Tutorial

    Before a Training Event

    • Add Training
      • Step 1: Click “Training Sponsor Tools”
      • Step 2: Select “Professional Development Inventory”,(Video 00:44)
      • Step 3:select “Add Professional Development” and complete fields according to the selected interaction type
        and complete fields (Video 00:49)
      • Step 4: When finished, select “Save changes” (Video 1:01)
    • Create an Event (Video 1:08)
      • Step 1: Click “Training Sponsor Tools”
      • Step 2: Select “Event Management” or for Instructors, “Instructor Tools” (Video 1:11)
      • Step 3: Click on “Add Event” (middle right hand side of screen – see image below) (Video 1:20)
      • Step 4: Complete fields (For additional information on Program Codes see State Reporting Video)

    After a Training Event

    • Confirm attendance (Video 1:26)
      • Step 1: Click “Training Sponsor Tools”
      • Step 2: Select “Event Management” and click on the “Roster” icon (see image)
      • Step 3: Either select “Mark all as Attended” or Adding Participants who did not enroll on the Registry: Click “Add Non-Enrolled Attendees” (blue button). Type in participants’ Registry ID # and “Add to Roster.”

    Attendee Codes for State Reporting (State Reporting Video)
    Attendee Codes can only be updated; 1.) after the event has taken place, 2.) attendance has been confirmed (Video 3:35), and 3.) event must have a Primary Program Code (Video 1:23)

    • Step 1: Click “Training Sponsor Tools” and “Event Management”
    • Step 2: Select “Roster” (icon at the end of event – see image above)
    • Step 3: Select “CDE/F5 Attendee Coding” (Video 2:01)

    Arrow points to Roster on far right of page.