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Welcome
What is LearningBuilder?
What is a Learning Plan?
Where Do I Start?
Getting Help
Continuing Competence Model
Registering
Logging In
Resetting Your Password
Provide Role-Specific Information
As a Practitioner
My Account
My Communications
Manage Your Email Addresses
My Documents
Delete Items from My Documents
Start an Application
Applying for Membership
Make a Payment
Submit an Application
Appeal a Decision
Manage Your Learning Plan
My Cycle
Add Activities to a Learning Plan
Recalling Learning Plan Activities
Deleting Learning Plan Activities
Submit Activities For Review
Upload Documents
Viewing Your Learning Plan
Locked and Hidden Task Groups
Add and View Competency Rollup
Print a Certificate
Make a Payment
Submit a Learning Plan
Rejected Activities
Activity Search
Learning Plan Overview
Renewing Your Cycle
Develop a Learning Plan
Credential Verification
Member Directory
Member Search
As an Education Provider
Become an Educational Provider
Adding an Activity from the Provider Queue
Deleting an Activity from the Provider Queue
Account Details
Profile Thumbnail
Editing an Activity
Submitting a Request for Evaluation
Uploading Attendance Data
Validate Granted Units
Entering Attendance Data
Provider Search
As a Reviewer
Audit Functions
Eligibility Review Functions
Activity Audit Queue
Queue Options - Icon Bar
Glossary
Activity
Activity Approvals
Administrator
Assessment
Attendance
Attribute
Audit View
Auditor
Browser
CMS
Certificate Verification
Competency Objective
Completion Pattern
Completion Pattern Step
Confirmation Code
Container
Content Outline
Credential
Custom List
Cycle
Dashboard
Default
Discussion
Download
Dynamic Attribute
Eligibility
Enabled
Entity
Everyone Role
Export
External Contact
Extrinsic
Filter
Import
Learner
MOC
Move Next
Move Previous
MyAccount
My Inbox
Next Step
Notification
Offset
Organization
Organization Staff
Overview
Participant
Passive
Payflow Pro
Permission
Person Role
Pick List
Practitioner
Practitioner-Complete
Primary Email
Profile
Proof of Completion
Prometric
Provider
Provider Admin
Queue
Recall
Record
Record Status
Release
Reporting
Request for Evaluation (RFE)
Requirements Model
Role Grant
Role Status
RoleUniqueId
Single Sign On
Short Instructions
Sort Order
Sponsor
Steps Complete
System Administrator
Task Group
Trigger
Upload
User
Validation
Validation Rule
View
View History
Vimeo
Work History
Workflow
Workflow Step
Technical Specifications
Browser Support
Troubleshooting PPM Chart Upload Errors
Troubleshooting Steps
Staff Member Search
ACSI
Recall - Prior to Release 8.11
Workflow Step Quick Actions
Admin Provider Hierarchy
Bulk Edit Competencies in a Requirement Model
Filter the list of Requirement Models by Organization
Clone a Requirement Model
User
Send Email to Email Address Behavior
Advanced Validation Rules
RESTful APIs
/API/Member/DemographicSync
/API/Member/UpdateMemberRoleUniqueId
/OData/Members
Reporting Attendance via API Calls
/API/LearningPlanInstance/GetOrCreate
/API/WorkflowInstance/PerformStep
/API/AppConfig/ClearCache
/API/LearningPlanInstance/GetCompetencyAreasWithProficiencies
Send Email to Assignee Behavior
Template Data Types
Wizard Configuration
FMI
Accessing FMI Servers
Add Qualifications
ACVS
Stored Procedures
__ACVS_spPROGRAM_DIRECTOR_MIGRATION
HPCC
Set up an Activity with a Competency Classification
Assessments
Add an RPE Widget to a Learning Plan
Bulk Assignment Learning Plan
Learning Plan Bulk Assignment Settings
Assessment Definition and Instance
Adding Images to Rich Text Fields
Authentication for Web API Endpoints
Content Block Widget
Advanced Configuration Values
Client Specific Documentaton
Moolah
Environment Warning Banner
Font Awesome Icons
Activity Lookups
Merging Provider Records
Activity Container - Public Data Entry
FontAwesome Fallback Images
Server Requirements
PSI / Atlas Exam Eligibility Integration
Content Block Editing Tips
Tenants
Claim PSI / Atlas Exam Results
Send Exam Eligibility to PSI / Atlas
Activity Instance Queue
Footables
Set Up a Typical Activity
Set Up a New Profile
Tutorials
As an Administrator
Data Types
Activity Container
Competency Classification
Competency Classification Filter
Entity List
Rich Text
Supervisor
Activity Lookup
Tag List
Vimeo Video Source and Display
Email Address
Workflow Popup Sizing
Send to Queue Behavior
Queue Setup
Run Stored Procedure
Custom Database Objects
Custom Scripts
Reflective Practice Exercise
RPE Activity Search
RPE Requirements Model Selection
RPE Priorities
RPE Assessments
Add or Edit an Activity Type
Activity Type Actions
Create a Requirements Model
Add Competencies to a Requirement Model
Members
Roles
Permissions
Custom Lists
Activities
Activity Types
Workflows
Adding a Workflow
Editing a Workflow
Organizations
Add an Organization
Processes
Set Up an Activity Approval Workflow
Set Up a Typical Major Process
Admin User Functions
Bulk Activity Upload Guidelines
Set Up a Registration Process
Manage Competency Models
Task Groups
Process Definitions
Feature Ideas
Product Management
Administrator Feature Ideas
Practitioner Feature Ideas
Educational Provider Feature Ideas
Unclassified features
PD in Focus Source and Display
Bulk Member Update
Activity Container - Complete Workflows
Activity Containers
Update Member Role Attribute for Learning Plan Behavior
Update Member Role Attribute Behavior
Send a Group Email Behavior
Send Email to Member Behavior
Email Templates
Substitution Variables
Inbox
Learning Plan
MDCB
MDCB Application Appeal
CMD FAQs
CARNA
7.10.0-i03
ONCB
CCHI
CCHI: Imports of historical data
CCHI: Exam score imports
LearningBuilder Architecture
Overview of MDCB's LearningBuilder
Manage Queues
Tips for Troubleshooting
Set up a Discipline and Process
Adding a Discipline / Credential
Notifications
Add a Process
Set Up Workflow Payments
Credentials
Completing Work History
MDCB Provider Help
Deployment Checklist
Client Use Cases
ASHI
ACSI
CARNA
CCHI
ONCB
MDCB
PSI
PDMA
Route 1 Application
Route 2 Application
Registration Process
Act On Workflow Steps for Others
Test of Skin Settings
Manually Recording Payments
Known Issues
System Utilities
Mark Practitioners as Lapsed
Pop-ups
Cycle Start Date Field
Publish Exam Results to a Practitioner Learning Plan
Add Staff to an Organization
Add a Learning Plan Definition
Edit a Process
Tasks
Activity Containers
Workflow Step Fields
Help Conventions
Managing Multiple Roles of the Same Type
Learning Activities
MDCB - Reviewer Functions
Manage Individual Learning Plan Instances
Applying for the MDCB CMD Exam
Managing Entities
Release Notes
7.4.0
7.2.0
7.3.0
Learning Plans
Set up Reporting
System Administration
Workflow Step Automations
Workflow Step Assignees
Workflow Types
Editing Field Properties
Custom List Items
Edit an Organization
Logging In
Minimum Contact Hours
Locate an Application to Audit
Starting Your Own Renewal
Completing the Audit
Conducting the Audit
As an ONCB Auditor
Confirm User Profile Information
Competency Model
Configuring Public Search
Content Block .htm Files
View History
Alinity Web Service
Payments
Workflow Step Validation Rules
Current Release Versions
Organization Search
Upload Organizations
Upload Organization Locations
Glossary List
Extrinsic Fields
User Settings for Clients
Edit Learning Plan Properties
Learning Plan Workflow Settings
Learning Plan Begin Settings
Add a Task
Practitioner Complete
Manage Payments
Getting Help
Uploading Member Profiles
Workflows
Manage Demographic Data
Populating the System with External Data
Multiple Role Instances
Set up Payments
Web.Custom.Config
System Setup
Learning Plan Payments
Maintenance Tool Tasks
Payflow Pro
Payflow Link
PayPal Payments Pro
Attendance Records
Manage Learning Plans for Multiple Roles
Instance
Workflow Field Defaults
Intrinsic
Input Field
Display Field
Activity Type
Maintenance Learning Plan
Automation
Automation Engine
Mask
Active Text
Long Instructions
Completion Status
CSV
Interval
Create Workflow
Complete Workflow
Disabled
Activity Date
Edit Group
Configure Search
Availability
Is Granted
ONCC
Credential Verification
Editing an Existing Role
Adding a New Role
Login Page
Page Header and Footer
Public Provider Search
Configuring Pages and Content
Audit and Eligibility Queues
Learning Plan Page
Add Activity Popup
Configuring PDF Tempates
Find a Learning Plan to Edit
Publish/Unpublish a Learning Plan
Edit a Task Group
Configure the Activity Search for a Task Group
Learning Plan General Settings
Learning Plan Date Settings
Learning Plan Requirements Model Settings
Rules to Begin a Learning Plan
Learning Plan List Page
Add a Task Group
Organization - Edit Workflows
Organization - Add Workflows
Member Role - Edit Workflow
Member Role - Grant Workflow
Complete Learning Plan Workflows
Complete Activity Workflows
Create Activity Workflows
Enabling/Disabling a Workflow
Workflow Buttons
Workflow Step Properties
Adding a Workflow Step
Workflow Step Actions
Workflow Completion State
Send Exam Eligibility to Pearson
Activity Search Properties
Resolving Bulk Member Profile Errors
Areas of LearningBuilder
Entity Views
Learning Plan Instances
Date Stamp
Activity Instances
Activity Container Instances
Editing Workflow Properties
Dashboards
Learning Plan Progress Widget
FTP Setup
SSO Setup and Troubleshooting
Report Widget
Workflow Completion Certificates
Communications Widget
Customizing a Widget
Static Image Widget
Copying Workflows
Blueprint Configuration
Communications
Automatic Continuing Education Credit
Demographic Synchronization Setup
Recalling a Workflow
Renewal Instructions
Multisession Submissions
QR Code
Copy Learning Plan Definitions
Reports
Activity Approvals Queue
Failed to parse Attribute error messages
/API/ActivityCompetencyClassifications/GetForActivityDefinition
Internal APIs
Public APIs
/API/ActivityCompetencyClassifications/GetForActivityInstance
/API/ActivityContainer/CreateActivityInActivityContainer
/API/ActivityContainer/DeleteActivityInActivityContainer
/API/AttributeDefinition/Get
/API/WorkflowConfig/GetActionsForStep
/API/WorkflowConfig/GetStepsByActivityNumber
/API/WorkflowStepAction/Get
Demographic Synchronization Service
Integration How-Tos
Manage Site Instructions
Reporting Attendance via APIs
Staff Management
Learning Plan Display Settings
Workflow Step Action Behavior
Behaviors
Workflow Step Action Trigger
Workflow Completion Trigger
Interval Workflow Step Trigger
Triggers
Automations
Send Test Authorization To Prometric GEE Behavior
Workflow Owner
Admin Support Tickets
Autonumber
Short Text and Long Text
Upload
Pick List and Multi-Select List
Editing Permissions
Advanced Configuration
Comparison Rules
General CSV File Guidelines
Documentation Guidelines
Authorize.Net
Granting a Member Role
Editing Member Role Attributes
Member Roles
Process Synchronization Service
Entities
Addresses and Phone Numbers
Admin Profile View and Update
Admin Member Search
Data Integration APIs
Conceptual Background
Secure Tokens
Single Sign-On (SSO)
Demographic Synchronization Service
Demographic Synchronization via CSV
Configuration Checklist
Bulk Member Profile CSV File Guidelines
Reporting Data Sources
Multiple Task Groups
Provider Registration
Template
Member Search
Configuring the Member Search
Provider Area
Attendance Upload Config
Uploading Activities
Default Learning Plan
Support Refresh Process
Instructions for Creating an Activity Container
Date
BASC
Clients
Locate Delinquent Practitioners
Add Member Profile
Member Name Search Guidelines
Add Provider from MyAccount
PSI
Jump Links
Custom Branding
CSS Styles
Image
Provider Activities Page
Perform a Bulk Activity Action
Comparison Rulesets
Payment
Learning Plan Requirements and Limits
Updating Support Instances
Update Workflow Instance Attribute
Update Attribute Behaviors
Member
Learning Plan Details Header
Client Specific Pages / Views
Technical Documentation
EntityAttributeCollection
PDF Payment Receipt
Attendance Upload
Browser Restrictions
Primary Email Addresses
Alternate Email Addresses
User Specific Reports
Quick Add API
Activity Routing Service
Issuing Refunds
7.31.0
7.30.0
PDF Templates
7.29.0
7.28.0
Advanced Config Settings
7.32.0
Date Format
Ratings
Payment History and Refunds
Member Types
Deploying LearningBuilder
Add a Competency Rollup Widget
Workflow Sections
My Tasks
API
Date Time
Profile Upload
Competency Model Concepts
Elastic Search
Requirements Models
Competency Coverage Gaps
Deploying Elastic Search
BluePay
Custom Programming
Content
Content Blocks
/API/AppConfig
Organization Member
Provider Activities
Organization-specific Requirement Models
Configuring Elastic Search
Synchronization
Creating an Assessment
Enabling Assessments
Sections
Questions
Use Assessments through Activity Workflows
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Heuristic Solutions
All Rights Reserved.
LearningBuilder
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