Activity Director Portal Online Application 2017 Reference Guide

Transcription

1 Activity Director Portal Online Application 2017 Reference Guide

2 Table of Contents Reference Notes... 6 Status:... 6 Start new application... 7 Step 1 of 21: Basic Application Information... 7 Application format preference... 9 List view Status explanations: Tabbed view Step 2 of 21: Activity Management Step 2 of 21 Continued: Activity Management Step 3 of 21: CME Providership Step 4 of 21: Activity Registration Options Step 5 of 21: Select Activity Type Step 6 of 21: Select Category Step 7 of 21: Activity Details Step 8 of 21: Activity Venue(s) Step 9 of 21: Request Activity Number(s) Step 10 of 21: Institute Leadership Step 10 of 21 Continued: Institute Leadership Step 11 of 21: CME Target Audience Step 12 of 21: CME Desirable Physician Competencies Step 13 of 21 Continued: CME Professional Practice Gaps and Educational Needs Step 14 of 21: CME Evidence Base Step 14 of 21 Continued: CME Evidence Base Step 15 of 21: Learning Objective(s) Step 16 of 21: CME Potential Barriers to Practice Step 17 of 21: CME Educational Design and Methods Page 2 of 37

3 Step 18 of 21: Educational Grants Step 18 of 21 Continued: Commercial Support and Promotional Opportunities Step 19 of 21 CME Activity Budget Step 20 of 21: CME Signatures Step 21 of 21: CME Application Process Completed Page 3 of 37

4 Log in Login using this link: If you forgot your password, please use the following password reset link: After signing in, click on the CME Applications text (grey bar - per screenshot): Page 4 of 37

5 You will then be able to start a new application or see an expanded list displaying existing applications that is an application in progress ( pending refer to the following page for status guide): Page 5 of 37

6 Reference Notes Status: - The application has been started but is not submitted - Submitted, pending approval from authorized Center for Continuing Education (CME) personnel -CME accreditation has been approved for AMA PRA Category 1 Credits -CME accreditation has been cancelled Page 6 of 37

7 Start new application Step 1 of 21: Basic Application Information Click on button Start New CME Application per screenshot: Page 7 of 37

8 Complete Basic information per screenshot example below: Click either next to continue or save and exit if you wish to complete at a later time Page 8 of 37

9 Application format preference Select the format you wish to use to complete the application: List view Displays the components of the application in a list format including status and step identifiers. See below for status explanations. Tabbed view Tabulated format (similar to existing activity view). ** See following pages for sample screenshots of each format Note: Please note that ALL mandatory fields (marked with an asterisk * ) must be completed before moving to the next screen. Page 9 of 37

10 List view Displays the components of the application in a list format including status and step identifiers. See below for status explanations: Note: Although the applicant can move freely around the list, please note that ALL steps must be completed before submission. Status explanations: - The step has not been started. - All mandatory fields are not completed within any section. - Mandatory parts of the step are completed. Page 10 of 37

11 Tabbed view Tabulated format (similar to existing activity view) Note: We recommend this view for those users who are already familiar with the tab view at the activity level Although the applicant can move freely around the tabs ; please note that ALL parts must be completed before submission. Page 11 of 37

12 Note: The following applies to both step-by-step and list view formats Step 2 of 21: Activity Management Project Manager Use dropdown or start typing the name and select applicable name If you cannot locate the name, please contact the Center for Continuing Education. mycme@ccf.org Phone: Activity Coordinator(s) Click Add Coordinator button use dropdown or start typing the name and select applicable name once selected, click save If you cannot locate the name, please contact the Center for Continuing Education mycme@ccf.org Phone: Page 12 of 37

13 Step 2 of 21 Continued: Activity Management Activity Co-Director(s) Click Add Co-Activity Director Start typing the last name or address and press enter key or search button Find user name from the results displayed and press select button to the left of the name you want to include. If you cannot locate the name, please contact the Center for Continuing Education. mycme@ccf.org Phone: Page 13 of 37

14 Planning Committee Member(s) Click Add Planning Member Start typing the last name or address and press enter key or search button Find user name from the results displayed and press select button to the left of the name you want to include. If you cannot locate the name, please contact the Center for Continuing Education. Phone: Page 14 of 37

15 Step 3 of 21: CME Providership Select type of providership Complete fields accordingly (Note Institute would have been completed from previous screen fields) Note: After selecting the providership, the system will grey out the fields not applicable to that type Mandatory fields are marked with an asterisk * Page 15 of 37

16 Step 4 of 21: Activity Registration Options Select appropriate response Page 16 of 37

17 Step 5 of 21: Select Activity Type Select activity type(s). Multiple types can be selected where appropriate. Page 17 of 37

18 Step 6 of 21: Select Category Select category based on activity type(s) from previous page. Page 18 of 37

19 Step 7 of 21: Activity Details Complete the information fields Page 19 of 37

20 Step 8 of 21: Activity Venue(s) Either Select the venue using the drop-down option or start typing. Once selected, the applicant can also overtype information or leave as-is. Or Start typing in the field box. If it is in the drop-down list, it will display as a selectable option. Applicant can then either select the option displayed or keep typing. Page 20 of 37

21 Step 9 of 21: Request Activity Number(s) Click in the box(s) of those activity types that you want to apply for an activity number now. Note: After requesting an activity number, you do not need to wait for one to be assigned before continuing on to the next step. NOTE: Clicking "Next" will NOT submit any requests for further processing. Click either next, Request and Continue or save and exit if you wish to complete at a later time Page 21 of 37

22 Step 10 of 21: Institute Leadership Click Add. button Search for member, then click select on applicable person. If you cannot locate the name, please click Create New Profile and complete user information fields. Repeat process for each Institute contact area displayed below: Page 22 of 37

23 Step 10 of 21 Continued: Institute Leadership Page 23 of 37

24 Step 11 of 21: CME Target Audience Select target audience and complete number and percentage fields. Add applicable Physician Specialties and Other Health Care Professionals Page 24 of 37

25 Step 12 of 21: CME Desirable Physician Competencies Page 25 of 37

26 Step 13 of 21: CME Professional Practice Gaps and Educational Needs Page 26 of 37

27 Step 13 of 21 Continued: CME Professional Practice Gaps and Educational Needs Page 27 of 37

28 Step 14 of 21: CME Evidence Base Page 28 of 37

29 Step 14 of 21 Continued: CME Evidence Base NOTE: You must choose at least one option from above. Page 29 of 37

30 Step 15 of 21: Learning Objective(s) Type learning objective Select expected improved outcomes click on green arrow in actions column to save Page 30 of 37

31 Step 16 of 21: CME Potential Barriers to Practice Page 31 of 37

32 Step 17 of 21: CME Educational Design and Methods Page 32 of 37

33 Step 18 of 21: Educational Grants If unclear on the Policy relating to Commercial Funding, note that you can request a copy Page 33 of 37

34 Step 18 of 21 Continued: Commercial Support and Promotional Opportunities Step 19 of 21 CME Activity Budget Page 34 of 37

35 Click either next to continue or save and exit if you wish to complete at a later time Page 35 of 37

36 Step 20 of 21: CME Signatures Please download and print the signature page. Obtain all relevant signatures then scan signed page and upload document as part of completed application for submission Page 36 of 37

37 Step 21 of 21: CME Application Process Completed Note: Please ensure ALL sections are complete before submitting. If incomplete, use the button to go to the first incomplete page. Once you have completed that section, you can use the Next Incomplete Section button to go to the next part needing further information. Page 37 of 37