Continuing Education (CE) Plans

Overview

This article shows how to create, edit, and change the status of a Continuing Education Plan in the WorkBench.

Creating a New CE Plan

1. From the WorkBench Module Selector, select the Quality module.
   
2. From the Quality module Menu, open the Continuing Education Plans option.
   
3. Select the plus icon to create a new CE Plan.
   
4. Fill out the required fields and any other pertinent information for the new CE Plan. Click the Save icon in the upper left-hand corner.
   

Editing a CE Plan/Closing a CE Plan

1. Access the CE Plan to edit and make any changes outside of the Summary View (which is View only). 
   Setting Required Minimum Prorated Units, Period Start Date, etc, can be set here.
   
2. While viewing a CE Plan, from the Plan Details on the left-hand navigation, change the Status from Open or Submitted to Closed.