Managing Accreditation Requirements

NEW!   CME Certification Requirements

• COI Disclosure Form_2022.pdf
• Management of COI Grid_2022.pdf 
• Marketing Guidelines for Course Contacts
• Audience Disclosure Instructions for Course Contacts_2022.pdf

NEW!  General Resources

• What is Joint Accreditation.docx
• Course Application_Reference Only
• Types of CE Activities
• The term CEU

NEW! Identification and Mitigation of Conflicts of Interest (COI)

• Management of COI Guidelines for CE Planners 
• COI Disclosure Form_2022.pdf
• Mitigation of COI Grid for Mitigation of Planning Committee
• Disclosure of COI FAQ for Faculty and Speakers 
• Management of COI Grid_2022.pdf 
• Peer Review Form (only for use as a mitigation strategy)
• Consent to Record Form.pdf

NEW! Commercial Support Guidelines

• Guidance on Receiving Funds and Managing Marketing by Ineligible Companies 
• Virtual Exhibit Guidelines 
• Managing Nonaccredited Continuing Education 

NEW! Marketing Guidelines

• Marketing Guidelines for Course Contacts  

Credit Designation and Calculation

• Accreditation and Credit Designation Guidelines 

NEW! Audience Disclosure 

• Audience Disclosure Guidelines 
• Audience Disclosure Instructions for Course Contacts 

NEW! Additional Requirements for Live Formal Course

• Social Work Worksheet for ASWB credit

Ethos

Introduction and Overview

• The Wrench
• Navigating EthosCE

 Creating Activity 

• NEW!  Building a Course from Start to Finish
  • Instructions for courses held in HR Learning

 Managing Enrollment and Attendance

• Managing Attendance_Introduction 
• Managing Attendance_Search and Enroll
• Managing Attendance_Importing_Nurse Planners
• Instructions for using  "Award Credits" tool to edit individual learner credits 
•  Masquerading.docx

         Sample instructions for learners

• Attendance Code Instructions and Options
• Attendance Code Instructions Example (for learners)
• Instructions to receive credit_Onsite Slide Using Code (not SMS Texting).pptx
• Instructions to receive credit_Onsite Slide Using Code (SMS Texting).pptx
• General instructions for new users
• Add mobile number for SMS text attendance.pdf

 Course Reports

• Instruction to view course reports

Melinda Splane, 412-647-8152, splanemj@upmc.edu  

Vanessa Larson, 412-647-8257, larsonvp@upmc.edu

Ryan Abels, 412-647-8472, abelsrj@upmc.edu

General/other questions: Use the “Contact Us” feature, https://cce.upmc.com/contact-us