Purpose: The Leader tab is relevant only for individuals who serve as CPE discussion leaders/trainers. The screen is broken into two sections as follows.
Launch Point: This tab can be launched from:
•Names → File Maintenance →
Example:
All data in the Names and Leader table is “always true” about the individual and doesn’t change from one assignment to another. The information in the Leader Assignment varies with each assignment. Leader Assignment data is always edited from the Events Module.
Note: The icon displayed on the Leader tab relates to the Manage Documents routine.
Leader Information
This section displays information about the leader. The fields in this section are controlled by the in-place buttons in the lower left of the window.
To edit click the in-place Edit button. This will enable the fields in this section. Make changes as needed and click the in-place Save button.
Biography: Allows for unlimited-length entry to describe the leader’s history and qualifications. Typically used for marketing. Note: This field can be set to allow for WYSIWYG editing of HTML text. To set the field to use HTML instead of plain text see the Use HTML formatting on the Biography field of the Leader tab listing in the Names area of System Preferences.
Web Link: Enter URL of related information for the leader such as a sample video.
Status: The leader’s current availability for taking on new assignments. The list in this field is user-defined. Typically limited to “Active”, “Inactive”, and “Hold – bad ratings”.
Most Current Photo: Date photo was last updated. Photo can be stored as a JPG, BMP, or PNG file within the system.
Smoker: Check if this person is a smoker. Used for hotel reservations.
Honorarium: Fees typical for this leader. System uses these to automatically create A/P vouchers for each event to which leader is assigned; fees can be manually altered in specific voucher if needed.
Audio/Visual: Up to 4 listings can be kept for the leader. List the equipment usually required by this leader. The list in this field is user-defined.
Program Formats Taught: Indicates the various formats under which this leader is willing/qualified to work. The list in this field is user-defined.
Areas of Expertise: Similar to Areas for Expertise on the Lists tab, but specifically related to areas taught. The list in this field is user-defined.
Assignments
The Assignments grid shows events this leader has been assigned to. The average for this leader’s ratings, for the events in the grid, are shown above the grid.
Note: The icon displayed in the far left in the Assignments grid relates to the Manage Documents routine.