How-to Guide: Certification Management Tool (CMT)

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NOTE: The recorded video of a training session is available here. 

Overview

The Certification Management Tool allows you to create and manage credit options, accredited providers, and certificates.  All certificates created with the tool can be edited at any time, allowing administrators to instantly make changes.  

The Certification Management Tool is found on the Program(s) tab, under the Credit and Certificates link. This tool can be accessed with an individual activity selected from the Manage Your Program menu, or from the All Programs view.

The Certification Management Tool is an account-based permission, which can be added to individual administrative accounts by enabling the "Credit Configuration" account permission (more information on managing account permissions). Once the top-level Rievent Platform administrator in your organization has access to the tool, they can then enable and manage access to the tool for other administrative accounts. 

If you are the top-level admin account and you would like the Certification Management Tool added to your account at no charge, please contact Rievent.

Credit Options

Accredited Providers

Certificates


Credit Options

What is a Credit Option?

A credit option allows learners to claim credit for a specific credit type in an activity. Each credit type offered by an accredited provider needs a corresponding credit option configured in the Rievent Platform.  A credit option consists of 1 certificate and 1 accredited provider.  Each accredited provider may have multiple credit options.  

For example, one accredited provider may have 5 different credit options: 

  1. University Clinic - AMA PRA Category 1 Credit™ Physician
  2. University Clinic - AMA PRA Category 1 Credit™ Non-Physician
  3. University Clinic - ABIM Maintenance of Certification
  4. University Clinic - ANCC Nursing Credit 
  5. University Clinic - ACPE Pharmacy Credit 

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To access all the complete list of credit options in your account, go to the Programs tab, click the Credit and Certificates link, then click the All Credit Options tab.

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Creating a New Credit Option

When creating a new credit option, the process can be expedited if you create the accredited provider and create the certificate ahead of time.

There are 3 steps to creating a new credit option:

  1. Add the Provider and Certificate
  2. Add the Credit Details
  3. Add the Credit Option Identification

 

Step 1: Add the Accredited Provider and Certificate

From the Programs tab, click the Credit and Certificates link. On the All Credit Options tab, click the Add New Credit Option button.
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In the Provider and Certificate section, choose the accredited provider for the credit option and the certificate that will be awarded to learners if they select this credit option. If you have not already created the accredited provider or certificate, links are provided to do so. 

If you leave the page to create/edit a provider or certificate, all unsaved work will be lost. To save your work, click the Save button at the bottom of the page. 

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Step 2: Add the Credit Details

In the Credit Details section, provide the Accrediting Body, Certification, Classification, and the Unit Offered. This information will be shown to learners if they click the View Details button on the credit selection page. The information will also be used in credit reporting.

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Step 3: Add the Credit Option Identification

First, provide the Name of the credit option. The Name is how the credit option will be listed for administrators when creating a new activity and is also how the credit option will be listed in the Certification Management Tool. The credit option Name will never be displayed to learners.  

 

Next, provide the Title of the credit option as you would like it to appear to learners on the credit selection page and transcripts. The HTML Version field (optional) is available for adding text formatting (bold, italics, underline, etc). 


(OPTIONAL)
 If the certificate being used for the credit option is configured with Accreditation Statement Merge Tag, add the certificate's default Accreditation Statement.  (More information on Accreditation Statements)

The benefit of using the Accreditation Statement merge tag on the certificate versus a static Accreditation Statement is that the merge tag allows for the default accreditation statement to be overwritten by a custom accreditation statement on a per-activity basis when needed.

Only certificates configured with the accreditation statement merge tag can use the custom accreditation field on a per-activity basis.  (More information on Merge Tags)


To use the custom accreditation statement, click the More Details link for desired the credit option to display the Activity Accreditation Statement field. The provided information will overwrite the default accreditation statement and be merged onto the certificate. 

 

After completing all 3 sections, click the Save button.  The new credit option will be immediately available to select from within the template. Existing activities can also be edited to include the new credit option. 

 

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Editing a Credit Option

1. From the All Credit Options tab (found under the Programs tab > Credit and Certificates link), locate the credit option that needs to be changed, then click the Edit link. 


2.
Make the desired changes, then click the Save button. 

Once the changes are saved, they will be immediately reflected to learners and/or administrators.

 

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Retiring a Credit Option

Once a credit option is expired, it will immediately become unavailable to learners. This includes any existing activities that were using the credit type. Retired credit options will not display in the Production Wizard.  

From the All Credit Options tab, locate the credit option, then click the Retire link.


Retired credit options can always be reactivated by clicking the Enable link. 

 

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Accredited Providers

Create, manage, and view all your Accredited Providers from the Accredited Providers tab, located under Credit and Certificates on the Program tab.  

From the Accredited Providers tab, a table shows all the accredited providers that have been set up in the Rievent Platform. The table also includes contact details, the number of activities configured with a credit type from the accredited provider, and options to edit and/or delete an accredited provider. Sort the table by clicking the column headers. 

 

Creating a New Accredited Provider

1. First, navigate to the Programs tab, then click the Credit and Certificates link. From the Accredited Providers tab, click the Add New Provider button.


2.  
In the Organization/Institution section, enter the Name and HTML Label. You can also add an accredited provider's contact information. (OPTIONAL and for internal reference only, learners will not see this information.)

The Name field is shown to learners under the "View Details" button on the credit selection page of an activity, and is also displayed on certificates and transcripts. The HTML Label field allows you to add HTML formatting to the accredited provider's name. If there is no additional formatting needed, simply enter the plain text version of the accredited provider's name.

3.  After completing all required fields, click the Save button. 

 

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Editing an Accredited Provider

1.  On the Accredited Providers tab, identify the Accredited Provider in that needs to be changed, then click Edit

2.  Make the desired changes.  

3.  When finished, be sure to click the Save button.

 

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Certificates

From the Certificates tab, a table shows all certificates that have been set up in the Rievent Platform. The table includes each certificate's name, accredited provider, the number of activities using each certificate, as well as an option to edit each certificate. Sort the table by clicking the column headers. 

 

Creating a New Certificate

1.  First, navigate to the Programs tab, then click the Credit and Certificates link. From the Certificates tab, click the Add New Certificate button.

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2. 
First, enter the Certificate Name of the certificate. This name is shown to administrators when configuring a credit option and is NOT displayed to learners.  

 

3.  Next, select the Accredited Provider. If the accredited provider has not already been created, click New... to create one.



4. 
If the certificate is for AMA Category 1 credit, select the correct AMA Certification Type.  If the certificate is NOT for AMA Category 1 credit, then leave it blank. 




5.  
Next, use Certificate Composer to build a new certificate.

A variety of certificate templates are available to serve as a starting point, or you may create the certificate from scratch. To apply a template, select it from the list, then click Apply Template

 

Certificate Templates:

Base Layoutreport-response.jpgBlank layout with no text and no border

Base Layout with BorderBorder with no text

Credit Letterreport-test-score-distribution.jpgLetterhead style layout with, placeholder images for a logo and signature.

Landscape Live Eventreports-credit.jpg
Includes optional placeholder images for a logo and signature.

Portrait
report-response.jpgIncludes optional placeholder images for a logo and signature.

Portrait with BorderIncludes optional placeholder images for a logo and signature.

Landscape reports-credit.jpg
Includes optional placeholder images for a logo and signature.

 

 

 

Landscape with Borderreports-credit.jpg
Includes optional placeholder images for a logo and signature.

 

 

 

 

 

 


To replace the logo or signature image in a template, right-click the image, then select Image Properties


Replace the placeholder URL with the URL for your image.

When including an image on the certificate, the image must be externally hosted and available from a fully qualified URL. (A fully qualified URL contain http:// or https:// and includes a "/" at the end of the URL.)

 

When building certificates, using Merge Tags allows for activity and learner information (learner name, completion date, credit amount, activity title, custom accreditation statements, etc.) to be merged onto the certificate, as long as this information has been captured into the Rievent database. Merge tags are indicated by the  icon. Hover the cursor over the  icon to identify the merge tag. 


Click Insert Data to access the merge tag selection menu. Merge tags specific to Live Events are also available.  

 

 

Custom Merge Tags:

Merge tags can be created for any field in the template.  Many of the most common merge tags are already available from the "Insert Data" menu on the Certificate Editor, however, if your template includes special fields for values like Pharmacy UAN or Activity ID#, you can create custom merge tags to pull the information entered in those template fields and display it on the certificate.  

To create a merge tag for information entered into a custom field in the template:

Open the Source view of the certificate, then use the format below to enter the custom merge tag. Simply substitute the red text in the example with the name of the template field (no spaces). 

{{ ActivityParams.field name goes here }}


For example, if the custom field in the template was labeled "Pharmacy UAN," you would enter:

{{ ActivityParams.pharmacyUAN }}

 

 

Accreditation Statement:

There are 2 ways to set up the accreditation statement on the certificate. 

Option 1: Add the accreditation statement as static text to the certificate using the Certificate Composer




Option 2: Add the accreditation statement using the Accreditation Statement Merge tag.



The benefit of using the Accreditation Statement merge tag on the certificate versus a static Accreditation Statement is that the merge tag allows for the default accreditation statement to be overwritten by a custom accreditation statement on a per-activity basis when needed. 

Only self-service certificates configured with the accreditation statement merge tag can use the custom accreditation field on a per-activity basis.  The default accreditation statement is set up from the Credit Option Identification section (pictured below) when configuring the Credit Option associated with the certificate. 


To use a custom accreditation statement instead of the default one, when setting up the activity, click the More Details link for the desired credit option, to display the Activity Accreditation Statement field. The provided information will overwrite the default accreditation statement and be merged onto the certificate. NOTE: This custom accreditation statement only applies to the selected activity. 


Click the Source button to access the HTML and CSS for adding powerful customizations. 


To preview the certificate as a learner would see it, click the Preview button at the bottom of the page.  

 

When using merge tags, the Sample Data tab allows you to customize the sample data that is merged onto the certificate when generating the preview. 



10.
 After completing all the fields, click the Save button.   

 

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Editing a Certificate

Only self-service certificates created with the Certification Management Tool can be edited.  When editing a certificate, once the changes are saved, they will be immediately reflected on all issued and future certificates

There are two types of certificates in the Rievent Platform:

  • Legacy "Full Service" Certificates: These are certificates that have been created for you by Rievent, before the Certification Management Tool was available.
    IMPORTANT: Legacy Full-Service certificates cannot be edited. If changes are needed to a legacy certificate, you can either (1) contact Rievent, or (2) replace the legacy certificate with a new self-service certificate. Re-creating the certificate with the Certificate Composer will allow you to manage any future changes needed to the certificate.

  • Self-Service Certificates: Certificates created using the Certification Management Tools (CMT). 

 

To edit a self-service certificate:

1.  First, navigate to the Programs tab, then click the Credit and Certificates link. 

From the Certificates tab, scroll through the list or use the search box to locate the certificate that needs to be changed. Once located, click the Edit link. 


2.  
Make the desired changes. 

3.  When finished, be sure to click the Save button. 

WARNING: Once saved, the changes will be immediately reflected on learner's certificates. 

 

If you would like to replace your legacy full-service certificate with a new self-service certificate:

1.  First, navigate to the Programs tab, then click the Credit and Certificates link. From the Certificates tab, scroll through the list or use the search box to locate the legacy full-service certificate that needs to be re-created. Once located, click the Edit link. 


2.  
To remove the existing legacy full-service certificate and compose a new certificate, you may do so by checking the certificate authoring box.

WARNING: Once the new certificate has been created and saved, your changes will be immediately visible to any learners who have already been awarded this certificate. Please contact Rievent if you would like assistance with replacing your full-service certificates with self-service versions.

Checking the box for enabling the certificate authoring tool will not overwrite the existing certificate. Only after clicking the save button will the new certificate overwrite the legacy full service one. 

 

3.  Use the Certificate Composer to re-create the certificate. More information on building certificates.


4.  
When finished, be sure to click the Save button. 

 

(Back to Table of Contents)