This guide will show you how to create, test, and add participation records to an activity using the Manuscript Review template. 

What are Templates? Templates are created by Rievent and added to your account for you to create CE/CME activities. Each activity type (journal, live event, enduring, RSS, webinar, and manuscript review.) will have its own template. 

The Rievent Manuscript Review template allows an administrator to process requests for credit through manual data entry, including the automated sending of CME certificates by email and updating reviewers' transcripts.  There are two main steps to processing requests for credit:

1. From the Records tab on the Admin Dashboard, use data entry to select the manuscripts that the learner has reviewed. 
2. At the end of the year, use the Fulfillment tab to process all the credit requests.  Once a learner's credit request has been fulfilled, they will receive an automatic confirmation email with a link to download their certificate. The Manuscript Review credits will automatically update on the reviewers' transcripts as well. 

Step 1: Creating a New Manuscript Review Activity

1.  To begin, click the   icon next to the Manage Your Program Menu.

2.  Enter the Short Name for the activity. The Short Name is how the activity will be listed in the Manage Your Program menu and will not be exposed to learners. If you have not already decided, you will need some sort of naming convention for your activities. 

When creating the Short Name, please keep in mind that it must be unique and should also include the Activity ID. For example, if your Activity ID is 2023-MR01, the Short Name might be in the format 2023-MR01 - Rievent Journal of Neuroscience. 

3. During the pre-production stage, you have the option to add the activity to other administrative accounts and to upload any production-related files for storage (optional). Please note the files uploaded here are for storage only; this feature is not intended for content hosting. Files stored here cannot be accessed by learners. 

Adding the activity to other administrative accounts allows others to see and access the activity from the Manage Your Program menu in their own admin accounts. Click Pre-Production complete to continue.

4.  Next, select the Manuscript Review template.

 
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Production Wizard

The Production Wizard will walk you through the process of creating the Manuscript Review activity step-by-step, starting with the Activity Information tab. Once you've completed a step, you can go back at any time to edit what you've entered by clicking the appropriate tab. Always click the Save button for steps that include a Save button, and Next after making any changes. 

Activity Info tab

5.  From the Activity Info tab, enter the following information: 

• Internal Activity ID:  This is generally your internal identification number and must be unique, as it cannot be used other activities.  Typically the Activity ID is also included in the Activity Name. 
• Internal Activity Name:  How the activity will be listed in the Manage-Your-Program drop-down menu and usually begins with the Activity ID. The Activity Name (same as the Short Name) field will already be populated for you.  
• External Activity Title: The name that will be displayed on transcripts, certificates, and the certificate confirmation email.
• Publication: Select the publication for the manuscript review activity. 
• Activity Start Date: Enter the first day of the calendar year for the publication. In almost all cases, this will be January 1st. 
• Activity End Date: Set the activity end date for the day you want to appear as the complete date on the certificate and/or transcript. Typically this is the last calendar day of the year. Even if the Activity End date is in the past, Administrators will still be able to process requests for credit.

  
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Credit Options

6.  Next, check the boxes for the credit type(s) that will be offered for this activity. For each credit type included, enter the Min, Max, and Increment. Click the Next button when you are finished.

By default, all the selected credit options will be available for the duration of the activity (set on the Activity Info tab). However, under the More Details menu, you have the option to add a Credit Release and Credit Expiration date for individual credit options. This allows you to offer certain credit options for only part of the duration of the activity.  

Also under the More Details menu, is the Certificate Activity Accreditation Statement field. This field is for certificates that (1) have been created using the certification management tool and (2) that contain the Activity Accreditation Statement merge tag. The information provided here will override the existing credit accreditation statement and be merged onto the applicable certificate. More information on the Certification Management Tool and Accreditation Statement Merge Tag.

Click the Next button when you are finished.

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Activity Options

7.  From the Activity Options tab, select if you would like to include a Manuscript Tracking Form as part of the data entry process. This will allow you to track and report on the manuscripts reviewed for a particular publication. Click Next to proceed. 

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Manuscript Review Tracking Form

8.  Next, if you chose to include one, create the Manuscript Review Tracking form. This form can be used to indicate which manuscripts the learner has reviewed. To add a question, click the Add Question or Text button, then select the Choose Many question type. 

Double click to add the question text, then use the  icon to add all of the manuscripts that learners are able to review. 

When finished, be sure to click the Save button before clicking Next.

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Finished tab

9. All the activity parameters have now been entered. Click Finished to create the activity and transition to the Review stage.

After the activity is created, you (along with any stakeholders) will have the opportunity to review. If any changes are required, you may return to the Production Wizard to edit the activity.  

 
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Step 2: Reviewing the Activity

From the Review stage, you will have the opportunity to test the activity, as well as add the activity to other administrative accounts.

Managing Administrative Access

Adding the activity to other administrative accounts allows them to see and access the activity in the Manage Your Program menu from their own admin account.

First, be sure the activity is selected from the Manage Your Program menu, then go to the Review stage on the Production tab. Click Assign to Administrator to manage access for other administrative accounts. If the desired administrative account is not listed, please contact the Rievent Platform Administrator in your organization.

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Testing the Credit Claim Process

All Manuscript Review activities must be tested through data entry.  There are 2 parts to testing the activity:

1. Complete manual data entry to select the manuscripts that have been reviewed (only if included in the activity) and indicate the correct credit amount. 
2. Process the requests for credit from the Fulfillment tab. Once processed, the CME certificate emails will be automatically sent out and the reviewers' transcripts will be instantly updated. 

To access the Data Entry page, click the Records tab, then select Data Entry Workflow. 

1. Enter your First Name, Last Name, and Email, then click Continue. 
   
   
   
2. If you already have a learner account in the Rievent Platform, you will see it listed. If multiple accounts appear to select from, be sure to choose the correct account.
   
   If you do not have a learner account in the system, complete the required profile fields (First Name, Last Name, and Email), then select Continue.
   
   
   
   
3. If the tracking form was included in the Production Wizard, select at least one of the manuscripts. Click Submit to continue.
   
   
   
4. Indicate how many credit hours should be awarded.
   
   It is up to the admin to select the correct number of credits to be awarded for the number of manuscripts that the learner has reviewed. 
   
   
   
5. The data entry portion is now complete. The last step is to fulfill your qualified record using the Fulfillment tab, which will update the transcript and send the CME Certificate email.
   
   
   
6.  From the Fulfillment tab, select your record and click Process Qualified.
   
   
   
7. Follow the fulfillment instructions.
   
   
   Once your record has been fulfilled, you will receive an automatic CME certificate email, and your transcript will be instantly updated.
   
   CME Certificate email:
   
   
   Updated Transcript:
   
   
   
   
8. After reviewing the activity, if there are no changed needed, go back to the Production tab to lock the activity. 
   

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Processing Requests for Credit

There are 2 steps when processing requests for credit for Manuscript Review activities:

1. Use manual data entry to enter the reviewers into the system. This allows you (the admin) to select their credit amount and, if included, select the manuscripts that have been reviewed. 
2. Go the the Fulfillment tab and process the qualified requests for credit. Once fulfilled, the CME certificate emails will be automatically sent out and the reviewers' transcripts will be instantly updated. 

To access the data entry page, click the Records tab, then select Data Entry Workflow. 

1. Enter the reviewer's First Name, Last Name and Email. NOTE: The Recruitment Source is optional and only used for reporting purposes. 
   
   
   
2. After clicking submit, the system will search through all learner accounts to find any that match the information entered in step 1. If the reviewer already has an account in the system, you will see it listed. If multiple accounts appear to select from, be sure to choose the correct account (Merging Accounts).
   
   If the reviewer does not have an account in the system, complete the required profile fields (First Name, Last Name, and Email), then select Continue.
   
   
   
3. If the Manuscript Tracking Form was included in the Production Wizard, select the manuscripts the learner has reviewed. Click Submit to continue.
   
   
   
4. Indicate how many credit hours should be awarded.
   
   It up to the admin to select the correct number of credits to be awarded for the number of manuscripts that the learner has reviewed. 
   
   
   
   
5. The data entry portion is now complete for this reviewer. The last step is to fulfill the qualified record using the Fulfillment tab, which will update the transcript and send the CME Certificate email.
   
   
   
   
6.  From the Fulfillment tab, select the qualified records and click Process Qualified.
   
   
   
7. Follow the fulfillment instructions.
   
   
   Once the records have been fulfilled, the reviewers will automatically receive CME certificate emails, and their transcripts will be instantly updated.
   
   CME Certificate email:
   
   
   Updated Transcript:
   
   

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Deleting Test Records

Once you have tested the activity, be sure to delete all test records created during the review process.  Each time the activity is tested as a learner, a participation record is created. Test participation records can be deleted using the Records tab. 

1.  First be sure the correct activity is listed in the Manage Your Program drop-down menu.

Leaving all criteria fields blank and clicking the Search button will return all records associated with the activity (which can be useful in deleting test records for activities not yet available to learners, since all the records listed will be test records). However, you can also search for individual records by using the various search criteria fields. 

2.  From the search results page, click the  icon to delete the test records. You can also check the boxes for all the test record(s) you would like to delete, then click the Delete Selected button.

You can also search for test records across all activities by selecting ALL PROGRAMS from the Manage Your Program menu.  

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Making Changes to the Activity

To make a change, go back to the Production Wizard by clicking Production in the production timeline.

If the activity is locked, you will need to unlock it. To edit a locked activity, simply click the Unlock for Edit button. When an activity is unlocked, it will be removed from the CE Catalog until you re-publish it. Any learners that are actively participating in the activity when it is unpublished will not be affected in any way. 

Access the different areas of the Production Wizard by clicking the tabs on the left side of the screen. After making the necessary changes, be sure to click the Save and/or Next button.

Lastly, click the Finished button on the Finished tab to complete the change.

 
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Production Wizard Glossary