Instructions for Changing the Consultant for an activity

a)Changing the consultant on the Series application

 

Click on Applications

 

 

 

Locate the activity/series application.

 

Under the Action Column, navigate to the "Advanced Editing" screen

 

 

 

Reassign using the drop down in the CE Consultant field

 

 

 

Consultant on the application controls who gets emailed on the approval process.

 

Note: Consultant on the previous/submitted lecture applications need not be changed unless you prefer to. Once the consultant on the series application has been changed, future lecture submissions will show the new consultant name. 

 

b) Changing the consultant on the Activity

 

Note: Consultant name available under 'Manage Data Tags' on the activity is displayed on the Announcement. Once the consultant is changed under the data tags, the consultant name on previous sessions' announcements also get updated.

 

So, to keep historical data, wait until the session is completed, download the Session announcement and save it under 'Manage Document', and then proceed with the changes described below.

 

Click on 'Activities'

 

 

 

Locate the activity and click on 'select activity'

 

 

 

Click on 'Manage Data Tags'

 

 

 

Remove old consultant and assign new consultant  

 

 

 

 

 

 

• Related Articles

• How to Assign a Consultant

  Go to the "Advanced Editing" screen for the application Select the consultant name from the Ce consultant drop down list To have a Consultant complete the Financial disclosure, if not already done, assign them to the 'Consultant' Role On the Advanced ...

• How to Batch Upload Registrants to Activity for Credit Claiming

  Part one: Uploading Registrants Sign into the admin side Select your activity under Activity search In the drop down click on 'Select Activity' to keep the activity selected. Once the activity is selected, scroll down and click on 'Import Data' ...

• How to edit date/time on Activity, Session and Evaluation Forms

  If you are moving up the Activity End Date Search for the Activity click on the 'Select Activity' switch ; and then click on the pencil icon Adjust the end date as necessary and save the page. Click on the 'Meeting Times' link Adjust the end date on ...

• How to edit the Activity close out document requirements by Activity

  On the Admin side, search for the Activity and select it. Click on Activity Close Out > Edit Activity Close Out Requirements: Next page, under Document the Min/Max # can be updated: The changes made here only apply for this activity only.

• To Make the Activity FDA Only

  1. Find the Activity and Select 2. Scroll to Manage Meta Data Tags 3. Click on the Manage Data Tags and scroll to Eligible Participants. Click on Edit. 4. Update or set the "Eligible Participants" data tag to "FDA Only". Save