Submitted by Melinda Splane on
MANAGING ACCREDITATION
The following is an outline of the process and important resources to assist course planners with the planning and implementation of live accredited continuing education activities.
Please allow a 5-day turnaround for documentation requiring CCEHS review and approval.
Section One: Pre-course
A. Management of Conflicts of Interest (COI)
As part of the application process, you were required to submit COI Disclosure Forms for the planning committee and a COI Grid for Planning Committee (if applicable). In addition to managing COI for the planning committee, you are required to manage the COI for speakers anyone else in control of content. For this reason, it is important for you to review the Management of COI guidelines, http://cce.upmc.com/coi.
B. Guidelines on Receiving Support from an Ineligible Company (Commercial Interest) - most commonly Grants and Exhibits
*If you are not soliciting external funding, skip this section. Note, Tuition is not considered external funding.
Please review the guidelines PRIOR TO soliciting funding. There are strict guidelines and timeline requirements.
Guidance on Receiving Funds and Managing Promotion_06062023.pdf
Exhibitor Agreement Template
Course Budget
C. Other Requirements, if applicable
- Social Work Worksheet for ASWB credit (only required if you have requested social work credit)
D. Marketing
Marketing includes all promotional materials or announcements. All marketing materials require CCEHS review/approval prior to release.
Section Two: Day of Activity
E. Audience Disclosure
The audience must be provided specific information prior to engaging in the activity. This is referred to as audience disclosure and must be in a format that can be maintained. Audience disclosure must be review/approved by CCEHS.
F. Managing Enrollment, Attendance and Awarding Credit
Enrollment is the process for recording attendance. This is an important step because the attendee will not be able to claim credit until they are enrolled. As the contact for this course, you will work with your CCEHS contact to determine the most appropriate option and you will be responsible for providing the learners with instructions.
How does the learner receive credits:
Section Three: Post-Course
G. Final course budget, if applicable
A final course budget is required if you received external funding such as grants or exhibits. Your CCEHS contact will confirm if you are required to provide a course budget.
H. Access reports (e.g., evaluation, enrollment, order)
Your CCEHS contact will provide you with the necessary reports or access to view/download reports, as applicable.
Section Four: Additional Resources
- For answers to common user (i.e., learner) questions visit https://cce.upmc.com/faq.
What is Joint Accreditation
Course Director and Planning Committee Responsibilities
Course Application_Reference Only
Course Evaluation Template
What if I want to record a live event?
Types of CE Activities
Managing Nonaccredited Continuing Education
Contacts
Ryan Abels, 412-647-8472, abelsrj@upmc.edu
Vanessa Larson, 412-647-8257, larsonvp@upmc.edu
General/other questions: Use the “Contact Us” feature, https://cce.upmc.com/contact-us