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The built-in "Provider" role is typically used in the re-certification setup for a Licensing program. It is common to require Licensees to maintain their credential through regular completion of "continuing education" activities, and there are often specific rules governing which activities are acceptable. A "Provider" member is an Organization that has been approved by the Licensing board to offer these continuing education activities.

Activity Provider

Many programs have rules that govern the types of continuing education courses that will be accepted on a re-certification application. These rules exist to promote specific quality standards, to ensure that the education courses promote the goals of the licensing program, and to provide another revenue stream for the board.

The general setup is usually along the lines of:

  • An organization registers to be an "Approved Activity Provider" and completes a "Grant Role" workflow that establishes the "Provider" role. There may be a fee collected as part of this registration.
  • Once the organization is approved, they obtain access to the "Provider" area in LearningBuilder.
  • The Provider area includes the ability to create new Activities by launching a Create Activity workflow.
  • The Create Activity workflow usually includes a Payment attribute and a "review" step in which a board administrator reviews and approves the activity.
    • The re-certification Learning Plan will have a Task Group configured to show all Activities of a specific type. Thus, the approved activities will be selectable.

    , but it's also common to create more than one custom Role that has the ability to create Activities within the Provider area.

    See also: Providers as a major concept



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