Organizations allow for the reporting of course completions to a regulator or governing body. Using Organizations, the end-of-course reporting workflow can be configured to obtain regulator-required information from the student, such as license #'s, and deliver a corresponding certificate of completion. 

Once configured, organizations must be added to credits to deliver the relevant end-of-course experience to students. 

Follow the steps below to create and configure a new organization: 

  1. Select Reporting>Organizations from the main menu. 
  2. Click the Create Organization button to open the drawer on the right side of the screen.
  3. Enter a name, provider ID (optional), and description for the new organization. Additionally, you can copy the configuration of an existing organization by selecting it from the Copy from Existing Organization field. 
  4. Click the Next button.
  5. On the next screen, configure the Reporting Fields and the organization certificate. 



Adding Reporting Fields

By default, student first and last name are required reporting fields. 

Follow the steps below to add new reporting fields to the organization: 

  1. Click the Add New Field button. 
  2. Enter a Field Label (name) and instructions. Then, select a Format from the menu: text, text area, dropdown, or checkbox. 
  3. Turn on the Required toggle to make this field mandatory. Additionally, RegEx validation can be enabled to ensure students enter information in the required format. This functionality is recommended only for advanced users. 
  4. Select the Data Source:
    • If the information should be entered by a student during the end-of-course reporting workflow, such as a license #, select the Student radio button.
    • If the information should be populated by the course, such as a course ID, select the Course radio button. 
  5. When finished, click Save.

Configuring the course for the organization

After configuring the organization, it must be added to a course using the Organizations app. To do this, select Settings from the course menu. Then, select the Apps tab. Find the Organizations tile and click the Install App button. This will add a shortcut to the course menu. 

Select Organizations from the course menu. Select any existing organizations you wish to add to the course and click the Add Selected Organizations button.

Click the newly added organization to open the drawer on the right of the screen. From here, you can enter any course-specific information required for reporting, such as a course ID or # of credits/hours. When finished, click Save.