Checkpoint Learning. Professional Subscription Package User Guide

Transcription

1 Checkpoint Learning Professional Subscription Package User Guide Welcome to Checkpoint Learning- your one-stop shop for continuing education, compliance tracking, and program management! This Professional s guide is designed to show you how to do the following: Login to Your Professional Account Add a Professional Designation Setup the Tracking Component for Your Account Add CE History and Documentation to Your Account Launch or Register for Programs Included in Your Subscription Search for Seminars and Conferences that Qualify for the Live Event Discount (Premier CPE Subscribers only) Register for AuditWatch Seminars Register for Gear Up Seminars and Conferences Link your Checkpoint and Checkpoint Learning Accounts How to Log in to your Professional Account Here is how to get started in your Checkpoint Learning account: Note: If you cannot locate your username and password, contact Support at: or rg.cpecustomerservice@thomsonreuters.com to recover your login information. 1. Click the link or copy and paste the link into your Web browser: The Checkpoint Learning Login page is displayed. 1

2 2. Enter the following information into the Checkpoint Learning Login section, and then click the Go button. The Homeroom is displayed: a. Username - Enter your username b. Password - Enter your password c. Organization ID - leave this box blank How to Add a Professional Designation By adding these professional designations to your account, Checkpoint Learning will report automatically which Checkpoint Learning (MicroMash, PASS Online, PPC, Gear Up) programs you complete that qualify towards meeting the professional designation requirements. It is important that you enter your designation information BEFORE you complete the course. If you do not have the following designations, skip to the next section. CTEC (California Tax Education Council) CFP (Certified Financial Planner) RTRP (IRS Registered Tax Return Preparer) EA (IRS Enrolled Agents) To add a professional designation: 1. Click the Settings tab. The My Profile page appears. 2. Click Edit My Membership information from the Personal Profile Settings menu on the left side panel. The Update Membership Details page appears. 3. Select your Professional Designation from the drop down menu. 2

3 4. Enter the corresponding designation ID in the ID Number field. Note: i. If you are an IRS Registered Tax Return Preparer (RTRP) or Enrolled Agent (EA), enter the PTIN. The PTIN must be a capital P followed by eight (8) numbers. Do not enter a PTIN designation if you are an attorney, certified public, accountant, or certain other individual who does not prepare Form 1040 series returns. ii. If you are a Certified Financial Planner (CFP), enter the CFP ID. The CFP ID is the certificant / CFP Board ID number issued with the professional s initial certification from CFP. iii. If you are a California Registered Tax Preparer (CRTP), enter the CTEC ID number. The CTEC ID number is a 4- to 6-digit number that may or may not be preceded by an A. 5. Click Add. Note: You may enter more than one designation. All professional designations must be entered accurately, otherwise Checkpoint Learning will be unable to report your applicable completion records to the respective Boards named above. How to Set up the Tracking Component for Your Account Begin tracking your state license or certificate requirements with Checkpoint Learning. 1. Click the Status Reports tab. 2. Click Manage Regulators from the left side panel. The Add/Remove Regulators page is displayed. 3

4 3. Select the regulator from the drop down menu and click the Add button. 4. The system will launch a questionnaire to set up your status report. Answer the questions and click the Submit button to advance to the next screen. 5. Click the Save button. Your status report is displayed. 4

5 How to Add CE History and Documentation to Your Account You can use Checkpoint Learning to track your history or continuing education credits earned outside of Checkpoint Learning. To enter history, do the following: 1. Click the Activity History tab. The Activity History page is displayed. 2. Click Add Activity from the left side panel. The Add Activity page is displayed. 3. In the Activity Details section, do the following: Title Enter the program title in the field. Sponsor Enter the program sponsor in the field or select preset sponsors from the drop down menu. Format Select from the drop down menu. Completion Date Enter the program date of completion using the following format: MM/DD/YYYY or click the calendar icon to select the program date. 4. In the Notes section, type the notes in the text box. 5. In the Accrediting Regulators section, highlight the jurisdictions that apply to you, and then click the Add icon to move the regulators to the Selected box. Then click the Next button. The Add Activities page is displayed. 5

6 6. In the Accreditation section, type the amount for each respective category for each regulator. Then click the Submit button. The Add Activities Confirmation page is displayed. 7. Click Certificates and Documents from the left side panel. The Certificates and Documents page is displayed. 8. Click Add Document from the left side panel. The Add Document page is displayed. 6

7 9. Do the following and then click the Submit button. The Certificates & Documents page is displayed: Document Name Enter the name for your document. Browse/ Choose File Click the Browse/ Choose File button to search for the document on your computer. A dialog box displays. Click the document stored in your computer. Then click the Open button. How to Launch or Register for Programs Included in Your Subscription Package All of your purchased programs are displayed in the My CPE tab. You can search for specific courses by topic, delivery format, brand, or specific search words. For online programs, select the radio button of the format (download or online) you want. Then click the Launch button. Tip: Be sure to disable any pop-up blockers prior to click the Launch button or the course will be blocked from opening in a new window. 7

8 For Webinars, click the Register button. Upon registering for a webinar even, an with the webinar instructions will be sent to you within 48 business hours of the webinar event time. Note: Webinars are included for Premier package only. Other package owners can purchase webinar events from the Course Catalog tab. How to Search for Seminars and Conferences that Qualify for the Live Event Discount (Premier CPE Package Subscribers Only) There are many ways to search for Seminars and Conferences through the Course Catalog tab within Checkpoint Learning. If you know the title of the program, you can enter part or all of the title in the Search field and then click the Search button. You can search by state as well. 8

9 To search for the best list of Seminars and Conferences that qualify for the Live Event Discount (Premier CPE Package Subscribers Only), do the following: 1. Click the Course Catalog tab. The Advanced Search displays. 2. Under the Brand section, select the Gear Up and AuditWatch checkbox. Under the Media Format section, select the Seminar and Conferences checkboxes. Then click the Search button. The search results are displayed. 9

10 3. Click Show All to show the list of program dates and options. The list of program dates and options displays. Note: Gear Up Society Sponsored Seminars are not eligible for the Live Event Discount (Premier CPE Package Subscribers Only). They will be on the list per the search criteria selected, but do not qualify for the discount. How to Register for AuditWatch Seminars To register for AuditWatch Seminars, please call Note: To apply your discount to AuditWatch Seminars, be sure to mention when you call the number above that you are a Premier Subscription Package Owner. How to Register for Gear Up Seminars and Conferences After you have found the seminar or conference you want from your search results, do the following to register: 1. Select the check box next to a seminar or conference and click the Buy Now button. The Step 1 Shopping Cart page is displayed: Note: Purchasing the course through the shopping cart is necessary to apply any discounts. Society Sponsored Seminars are NOT eligible for the Live Event Discount (Premier CPE Package Subscribers Only). For Premier 10

11 Subscribers, the PREMIERPKG discount will apply automatically if there are hours left for the current subscription year. See the Applied Promotion in both the discounted pricing and listed under "Applied Promotions". For example: 2. Click the Continue button to confirm the course order. The Step 2 Billing & Shipping page is displayed. 3. In the Payment Information section, do the following and then click the Continue button. The Step 3 Order Summary page is displayed. 11

12 Payment method Select a payment method from the drop down menu. My Bill To address matches the billing Select the checkbox or enter the billing address in the respective fields. Card Number (Card numbers only) Enter the credit card number. Expiration Select the expiration month and year from the respective drop down menus. 12

13 4. Click the Complete Checkout button. The Step 4 Your Receipt page is displayed: How to Link your Checkpoint and Checkpoint Learning Accounts Click here for the steps to Link your Checkpoint Learning account to your Checkpoint research account. 13