How to Set Up On-Demand CLE

Required for Integration Between Nimble and Path LMS

Note, this page needs to be updated

Nimble

Merchandise Product (needed for the order to be sent to Path LMS)
  • External Id - The Course ID in Path LMS
  • Is LMS Course - checked
Component Link (needed for credits back to Nimble)
  • External Id - The Course ID in Path LMS

Path LMS

Course

  • External Product Id - The Salesforce ID of the Merchandise Product (needed for the order integration to Path LMS)
  • Purchasable - must activate non-member pricing (because all people are coming to Path LMS as non-members)
Certificate
  • External Product Id - The Salesforce ID of the Merchandise Product (needed for the credit integration to Nimble)

Nimble and Path LMS Set Up

Example

Nimble Registration Product

Begin by cloning ~ On-Demand CLE Template

  • * Product Name - Name of On-Demand program (80 character limit currently) This appears in the shopping cart, on receipts, and various other places in Community Hub.
  • Short Name - Can be used in reports or list views.
  • Status -  Active or Inactive (Default is Active)
  • Free CLE Cost - The number of credits needed to for Free CLE (disregard the $)
  • Quantity Limit - Should be 1 for On-Demand Products (default is 1 if template is cloned)
  • Is LMS Course - checked (default is checked if template is cloned)
  • Attendance Method - RVA Needed for PCAM Report (Default is RVA if template is cloned)
  • PCAM Course Id - Needed for PCAM Report
  • External ID - The Course ID in Path LMS. This is needed for the ordering integration
  • Description - The full description of the event. Can be pasted from Word.
  • Short Description - This is the Program title that will display in Drupal and on the product page. It can be longer than the Product Name.
  • Closed Captioning - check if the program has closed captioning. (Default is checked if template is cloned)
  • Taxonomy fields - These are used for Drupal for filtering on the On-Demand CLE page, displaying programs on related Section homepages and newsletters, as well as Practice HQ.
    • Audience - Related to sections and committees that have newsletters (e.g. YLD, Gov't Lawyers)
    • Practice Area - Related to sections (e.g. ADR, Animal Law)
    • Practice Resources - Related to sections and committees that have newsletters, and some additional terms (Bench & Bar, LOME, Ethics)
    • Program Series - CLE Program Series.
    • Practice HQ - Show CLE on specific pages in Practice HQ
  • * List Price - the highest price for the program (i.e., non-member price)
  • * Revenue GL Account - Must be confirmed by Kathie, but the default if template is cloned is 100_40603_600_999
  • * Entity - Default from Template is Illinois State Bar Assocation
  • Self Service Enabled - This checkbox make program available for purchase in the store. It is also required to import to Drupal.
  • * Start Date/Time - should be today
  • * End Date/Time - When the program expires (typically 2 years from now)

Component Link

External Id - The Course ID in Path LMS

Fill in MCLE and PMCLE fields. Note, if there are PMCLE credits, check the box "Is PMCLE".

Special Prices

Create special prices for different member types (e.g., member, new attorney, section member)

Sponsors/CoSponsors

 

Path LMS

Course

  • External Product Id - The Salesforce ID of the Registration Product
  • Purchasable - must activate non-member pricing (because all people are coming to Path LMS as non-members)
Certificate

External Product Id - The Salesforce ID of the Registration Product

 

* Required to save Product