Build the credit types list

Note: You must have the full version of PM to build the credits list.

For information on upgrading to the full version of PM, go to https://www.eso.com/pm-demo/ and fill out the fields to request a demonstration and speak with a sales representative.

A training class is a class given to develop your staff members' skills. Training classes can be credited toward any training requirements for the person, agency, or department. A credit is a unit that counts towards receiving or renewing a certification or license, such as continuing education credits, to receive or renew a credential, qualification or skill, or for a state or national requirement such as ISO. You can use credit points to track LOSAP or other award programs, and to track training requirements. LOSAP is as a system established to provide tax-deferred income benefits to active volunteer members of an emergency service organization.

Information on training classes is available in Manage training records.

Note: For ISO, National Registry, Lexipol, and some states, you must use standardized lists of credits types and, in some cases, specific codes. Global reports built for ISO reporting require the specific ISO credit types.

Tip: If your agency or department reports to ISO, National Registry, Lexipol, and some states, you can import the necessary standardized lists and codes to populate the credit types list.

Information on importing standardized lists and code sets is available in Import data.

You can build a list of credit types that class attendees can earn credits toward, then link one of those types to the appropriate class when you update the session record details. The types you define appear as menu options for the Credit Type field when you are adding session attendees.

Example: The credit types menu options you define and enable on the Settings > Class Lists > Credits screen appear when you click the Credit Type > category > field in the PM module.

     

  1. Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click PM.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version) PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

      Information on user accounts, roles, and permissions is available in Manage a user account.

  2. In the left pane, near the bottom, click the Settings icon.

    If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module

    Click graphics
    to open them.

     

     

  3. In the left pane, expand Class Lists, then click Credits.

    The Credits screen appears, listing the credit types already added.

  4. Work with the list of credit types in any of the following ways.

    1. In the upper right corner, click Add.

      The Add Credit dialog box appears.

    2. In Credit, type a name or description of the type of credit you are adding.

    3. For Category, click the field or the list icon to the right of the field, then select the appropriate single option from the menu that appears to choose the category the credit type you want to add would be in.

    4. (California and Kentucky) In Code, type a code to identify the new credit type with.

    5. Click Save.

      The credit type you added appears as a new listing on the Credits screen.

      The next time you update the attendees on a session record, in the Credit Type field, this new credit type appears as an option in the field's menu.

    1. Open the credit type for editing in one of these ways.

      • Click the listing for the credit type.

      • On the right side of the listing, click Actions, and choose Edit.

      The Edit Credit dialog box appears.

    2. Change the information in the fields as needed.
    3. Click OK.

    You can disable a credit type, so that the corresponding menu option does not appear in other areas of the PM module. You can always re-enable a credit type later, if needed.

    1. On the right side of the listing, click Actions, and choose Disable.

      A red Disabled label appears to the left of the credit type, and the credit type moves to the bottom of the list.

    2. On the right side of the listing, click Actions, and choose Enable.

      This option appears only if you disabled the credit type in the past.

      The red Disabled label disappears to the left of the credit type, indicating that the credit type will appear again as a menu option in other areas of the PM module.

    You can sort the list alphabetically to help find an item quickly.

    • In the upper right corner of the screen, click Sort Alphabetically.

      The list sorts from A-Z.

    You can filter the list of credit types by the category (Fire, EMS, or Other) associated with the type when it was created. This is particularly useful in reducing a long list of credit types to a subset containing the credit type you are looking for.

    Example:  You have a lot of credit types in the EMS category, but only a few credit types in the Fire category. If you filter the list by the Fire category, only those credit types appear in the list, making it much easier to find the specific Fire credit type you are looking for.

    1. In the upper right corner of the screen, click Filter.

      The Filters dialog box appears.

    2. For Categories, click the list icon to the right of the field, select all the appropriate options from the menu that appears, then click OK or click outside the menu to choose the general category you want to filter the list with.

    3. Click OK.

      The dialog box closes and the Credits page updates to display only the credit types defined in that category. The filters you selected to create this shortened list appear in a gray box above the list.

    4. (Optional) In the gray filter box, click the red X at the end of the box to remove the filter from the listing.

      The Credits page updates to display all the credit types.

    Because some credit types are earned more frequently, you can sort the order of credit types in the list for convenience when updating session records.

    Example: It is not uncommon for personnel in your department or agency to take a training class on advanced trauma life support. It is convenient to have the Advanced Trauma Life Support option appear at or near the top of the credit types list, for easy selection when updating session records for a class.

    • Place your mouse pointer on the item you want to move to a new position in the list, drag it up or down the list to the position you want it to have in the list order, then "drop" the item where you want it to be in the list.

      As the item you are dragging moves over each item in the list, the list items move up or down in the list to make room for the item in its new position in the list order.

      Note: While the video below demonstrates changing the order of items in the immunizations list, the same drag-and-drop process applies to all module lists where you change the list order.

    Note: The list order in the Settings > Class Lists > Credits screen determines the list order in the Credit Type field in the sessions records of the PM module. Disabled values on the Settings > Class Lists > Credits screen do not appear for this field.

  5. You can export a list of all the credit types currently listed in the module, regardless of whether they are enabled or disabled. The list exports to a comma-separated values (*csv) file, which may be read with Microsoft Excel or other software applications, and includes the name, category, code, and status for each credit type.

    • In the upper right corner of the screen, click Export.

      The file downloads to the default download location, and saves with the file name ESO_DataTypeDate.csv.