► Enter CEs Not Linked to an Event

education

It is now possible to manually enter CE transactions that are not linked to an Event or Activity within the system.

This may be useful if you are tasked with recording CEs granted prior to using this system, or those granted at sessions held outside of your organization, for example.

To manually enter the Event Title and Activity Title, when entering a new CE transaction, click the drop-down list and in the search box type the name of the Event.  Press ENTER and the Event Title will be set to what you entered. 

Repeat this same process with the Activity Title field.  Again, be sure to press ENTER once you have finished typing the Activity Title. Do not press the TAB key.

That's it!