Author: Troy Stenback with ASI Consulting
Source Avalible: attached to this page
Project Page: n/a

This is for the organization whose members are required to self-report on their CEU activities. We developed this form to provide both a structured and unstructured format. The structured format allows the member to select pre-defined CEU activities from conferences and events, provided by both the organization and its affiliates. The unstructured format allows members to insert activities such as workshops, meetings, speaking engagements or reading materials. The member can see their activity report summary by year to ensure they are compliant with the organization's certification requirements.

Installation

1. Download and unzip the source files
2. Place all these files in the eSeries/Source/Members folder
3. The initial page to call is eSeries/Source/Members/lu_activity.cfm
4. This is a custom eSeries page… I haven’t tried it with Content Manager yet. May require minor tweaking for the template.
5. Uses Insert Activity Filter in eSeries to control access, so make sure you turn this on.
6. All client name references have been replaced with XYZ. Add or remove text as you see fit
7. The Structured LU’s that build in the drop down will only show for event codes that start with “CONF”. The client I built this for only shows their conference, but that could be removed and show more if you wanted to. Affiliate Structured LU’s are generated from a UD Table, see below for more notes.
8. The activity type it creates is called CPL. See below for the mapping.
9. There was an email alert that would occur on insertion that would cc the chapter rep but I commented that code out for now. It uses a lookup to know who to email for each chapter.

Affiliate Events

This code also allows for Chapter events to be displayed and reported on. These are called Affiliate events. You’ll need to setup a UD Table in iMIS to match, otherwise the code won’t work. Nice thing is once you do you can use it. We setup the UD Window to be visible to the Affiliate security group in eSeries, so Affiliates can come in through eSeries and provide their own CEU courses and data to the system which we then make available for the member to report on. The system will show chapter events in the form for the chapter that the member is affiliated with and all others will go under “Other”.

Here are the details for the table. Setup a multi-instance UD Table with the following:
Table Name: PROV_EVENT
Fields:
PROVIDER (varchar 50)
EVENT_DATE (date)
EVENT_CODE (varchar 10)
EVENT_NAME (varchar 100)
LEARNING_UNITS_STRUCTURED (float 8)

Activity Setup

ACTIVITY_TYPE = ‘CPL’
TRANSACTION_DATE = ‘Date of the LU earned’
SOURCE_SYSTEM = ‘WEB’
CATEGORY = ‘Category – Structured or unstructured’
DESCRIPTION = ‘Description’
UNITS = ‘# LU Units’
UF_1 = ‘Provider’