Skip to main content

Editing Self-Reported Courses

Shei
  • Updated

We understand that mistakes can happen or details may need updating. Good news! You can now directly edit certain details of your self-reported courses right within your CE Broker account, eliminating the need to delete and re-enter information or contact support.

What you can edit

This new functionality allows you to modify any text-based fields that you originally entered when self-reporting your course. This includes:

  • Course Name
  • Provider Name
  • Completion Date

Important Note: All other fields will display a tooltip indicating: "To edit this field, you must delete your submission and report again." This is because each reporting flow is unique, and direct editing currently supports only the standard fields listed above.

How Editing Works

  • Automatic Compliance Check: When you save your edits, a compliance check for the associated license will automatically be triggered.
  • Immediate Visibility: Any changes you make will be reflected instantly in your course history.
  • User-Submitted Courses Only: This editing feature is exclusively available for courses that you, the user, have self-reported to your CE Broker account (often identified as '99-' submissions).
  • Confirmation Message: A "toast" message will briefly appear on your screen to confirm that your edits have been successfully saved.
  • Detailed History Tracking: For your records and ours, a comment is automatically added to the chronological course history in our Helpdesk. This comment documents:
    • The date the change was made.
    • The user who made the change.
    • The specific field(s) updated, including previous and new values (for completion date) or a notification of a text answer update.
  • Broad Availability: The edit functionality is available for all types of self-reported courses in your history, including MLR, Legacy, and Reporting with AI submissions.

 

Step-by-Step: Editing a Self-Reported Course

  1. Follow these steps to update your course information:
  2. Log In: Sign in to your CE Broker account.
  3. Navigate to Course History: Go to your full course history where all your reported CE appears.

  4. Locate the Course: Find the self-reported course you wish to edit. You can identify self-reported CE by looking for a 3-dot menu next to the course entry.

  5. Select "Edit": Click on the 3-dot menu and then select "Edit Course" from the dropdown options.
  6. Make Your Changes: A modal window will appear displaying your course details.
    1. You can now modify the Course Name, Provider Name, and Completion Date.
    2. Information that cannot be edited will be greyed out, and if you hover your mouse over these fields, a tooltip will explain why it cannot be edited directly.

7. Save Your Edits: Once you have made your desired changes, click the "Save" button within the modal.

8. Confirm Success: A toast message will briefly appear at the top of your screen, confirming that your changes have been successfully saved.

Your updated course information will now be immediately visible in your CE Broker account.

 

Important Notes:

  • Only text-based fields (Course Name, Provider Name, Completion Date) can be edited directly. To change other fields, you will need to delete your submission and report the course again.
  • This editing feature is only available for courses you have self-reported to your account.

Related articles