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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
Copyright © 2014 Heuristic Solutions All Rights Reserved.LearningBuilder


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