The Goal: Create an Objective Collection — the top-level "bucket" that holds all related Objectives — within the Continuing Education area.
Before You Begin:
- Individual Objectives must live in a Collection. Collections are the starting point — create them before adding Categories or Objectives.
- Objectives are also displayed in the Info Hub when Certifications are included.
Step-by-Step Instructions
- Go to Events & Learning, Continuing Education section, click Objectives.
- Click the Add Objective Collection button.
- In the Add Objective Collection window, configure the following:
- Code: (Optional) Helpful for organization and reporting. At the Collection level the Code will likely be the year of this iteration of the Collection.
- Name: Name of the Collection.
- Description: (Optional) Description of the Collection.
- Click Done when complete.
Common Pitfalls
- Skipping the Code: While optional, using a year-based Code (e.g., "2026") at the Collection level makes it much easier to distinguish between multiple Collections in reporting.
- Confusing Collections with Categories: A Collection is the top-level container. Categories and Sub-categories are organizational layers inside a Collection. Objectives live inside Categories or directly at the Collection level as stand-alone items.
Please decide.