1 Access Data

• Log in to the Learning Portal as an admin
• In the upper right corner of the browser, click on Manage
• In the left hand menu, click on Course Reports
• In the left hand menu, click on the second instance of Course Reports
• In the upper part of the window, limit the data to the last couple of weeks
• Scroll to the bottom of the window and click on the icon for downloading data

2 Manipulate the Data in Course Report File

• Go to your downloads folder
• Open the .csv file and save as an .xlsx file to preserve formatting changes in case something happens while you’re working
• Select the data cells
• In the menu bar, click on Format as Table
• Find the column header for Credit Type
• To the right of the Credit Type header, click on the filter icon
• Select only:
• ACPE Pharmacist
• ACPE Pharmacy Tech
• Find the column header for Date Completed
• To the right of the Date Completed header, click on the filter icon
• In the filter search bar, type the year and month for the data desired
• Format year and month as 2024/12
• Find the column header for Course
• To the right of the Course header, click on the filter icon
• Deselect the titles for live webinars

3 Find the ACPE Reporting Excel Files

• Open the webinar data in either OneDrive or SharePoint
• Open the folder Communication Material
• Open the folder Accreditation
• Open the folder ACPE with CIPhER
• Open the folder SPOC Home Study Reports
• Open the folder YYYY SPOC Reports
• Locate the file 2025 ## ## UNCLCN ACPE SPOC CE Credit.xlsx
• Duplicate the this file
• Rename the file to todays date (and delete “copy” at the end of the file name)
• Open this new .xlsx file

4 Copy Data from Course Report file to ACPE Reporting File

• For the relevant individuals, copy their information from the Course Report file to the UNCLCN ACPE SPOC CE Credit file
• Column G: First name —> Column A: First Name
• Column H: Last name —> Column B: Last Name
• Column F: E-mail —> Column C: Email Address
• Column AA: ASRT or ACPE ID Number —> Column E: NABP eProfile ID Number
• Column AC: Date of Birth —> Column F: Date of Birth
• Column N: Credit type —> Column G: ACPE_UAN
• Column L: Date Completed —> Column H: Date Earned
• Column B: Course —> Column I: Home Study

5 Reformatt Data in ACPE Reporting File

• Every instance of Column D: Action should contain the letter I
• The dates in Column H: Date Earned should be formatted as MM/DD/YY

6 Acquire Home Study Codes

• Open the Learning Portal
• In the upper right corner of the browser, click on Manage
• In the left hand menu, click on EthosCE Admin
• In the left hand menu, click on the second instance of Manage Content
• For the first entry in Column I: Home Study, copy the course title
• In the Learning Portal, past the course title in Title Contains
• Click on the green button Apply
• If multiple titles appear, determine which one is for the SPOC version of the course
• Control Click (Mac) or Right Click (PC) on the course title and click on Open
• in New Tab (or Open in New Window)
• In the course’s menu bar, click on Edit
• In the lowest menu bar, click on Course settings
• In the left hand menu bar, click on Course credit
• If the attendee is a pharmacist, click on ACPE Pharmacist
• If the attendee is a pharmacy tech, click on ACPE Pharmacy Tech
• Select the code and copy it
• In the UNCLCN ACPE SPOC CE Credit file, past the code into Column I: Home Study
• Repeat these steps for each attendee

7 Submit the ACPE Reporting File

• Save the UNCLCN ACPE SPOC CE Credit file to preserve the data and formatting
• Save As the UNCLCN ACPE SPOC CE Credit file as a .csv file
• Open the One Drive/SharePoint folder SPOC Home Study Reports
• If there is missing data (ACPE ID Number or Birthdate) for any of the attendees, use the .docx file 00 ACPE NABP Request to get that data from the attendee(s)
• Once you have all of necessary information for these attendees, use the .docx file 00 ACPE CIPhER Email to send the .csv file to Barbara Bell at CIPhER