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  1. Chapter Support Center
  2. Standard Operating Procedures

Standard Operating Procedures

Instructor Portal

  • Instructors USPAP Roster for TAF Submission

Minimum Chapter Criteria

  • Chapter Portal Basics

Course Management

  • Collecting Driver’s Licenses/Photo IDs for Chapter-Hosted Synchronous Offerings
  • How do I upload or replace a completed sign-up sheet / roster?
  • How do I add my Zoom link to a Virtual Event ?
  • How do I create a bundle of offerings and apply a discount?
  • Understanding the relationship between courses and offerings
  • How do I add a new chapter-developed offering?
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Chapter Support Center