EPP User Guide: Creating an Event
Pmi
1
Log into [epp.pmi.org](https://epp.atp.org)
2
This is the PDU Manager Dashboard where PDU's and Events are created.
If you are associated with more than one account, the upper right hand box can be used to toggle between different account views.
3
Default view shows PDUs. Select **Events** to see event listings, or **Submitted PDU Claims** to review your submissions.
4
You can also use the **search bar** or **filters** to narrow results.
Create Event
5
Events are a way to group PDUs courses together for events such as a Monthly meeting, Professional Development days or a Conference.
6
Input all required fields: **Event Name, Location, Start Date, End Date, Category, Sub Category, and URL**. A description is optional.
7
Select your Category, and then Sub-category
8
Once all event information is reviewed for accuracy, click **Create**
Create Event Sessions
9
Once your event is created, you will need to add a PDU Course with sessions. Click **Create Event Sessions** on the upper right hand side of the screen.
PDU Course Requirements
10
This screen provides additional information regarding PDU Course requirements. Click either **Go Back** to return to the previous screen or **Create Course** to move forward.
Overview
11
At the top of your screen is your course creation timeline (showing steps 1-6), and the course review contact is auto-filled with the user's information. **This is the email address we will contact if any required changes are identified for this course listing.**
12
Next, input the **Course Title, Course Identifier** (This is your unique ID for this course), **Course Description,** and **Website URL.**
**Note**: Please ensure the Website URL is a direct link to the course page on your website.
13
Choose between **Public** and **Private** for the course's desired availability. Public courses are available for anyone to view at <https://ccrs.pmi.org/search>.
14
Indicate the **Access Type.** Choose between **Paid, Free, and Free with Membership**
15
Once all details are reviewed for accuracy, click **Save & Continue.** If you need to return to the previous screen, choose **Go Back**.
Key Topics
16
**Key Topics** The following key skills and knowledge areas top the list of in-demand project management skills and knowledge as identified by PMI and PwC Global Survey on Transformation and Project Management. Indicate which of those top 5 skills this PDU course addresses by selecting at least one, but select all that apply.
17
Choose what other current **highly desirable or market-driven project skills** this course or learning experience addresses. Select at least one. Select all that apply.
18
If **Other Topics** is chosen, you will need to provide a reference, source or reason in the text box below.
19
Once you have reviewed all information for accuracy, choose **Save & Continue**
Content
20
List the **Learning Objectives** for this course.
21
Name and briefly describe the **qualification of the primary author(s)** of this course or learning experience.
22
Tell us about any assessments in this course or learning experience. Choices include **This course or learning experience does not contain assessments** and **The course contains assessments aligned to the listed learning objectives.**
23
If the course contains assessments, you will be prompted to enter a description of the course assessment.
24
Once all information is reviewed for accuracy, read the **Additional notes on Course Content Quality** and click **Save & Continue**
PMI Alignment
25
Next, you will select the topics from this course that apply to each of the PMI Talent Triangle areas. **Only select from Categories that your PDU Allocations apply to.** Select all that apply.
26
Click the down arrow to see options for each area.
27
Enter the total hours of instruction of the course. May be allocated in increments of .25 (15 minutes intervals). **Must be less than 60 hours.**
28
The number inputted for course hours is automatically split into thirds.
29
Adjust the number of PDUs assigned by either moving the circles on the range, or by inputting a new number in the text box. **Remember, the PDU Allocations should match the categories you selected above.**
30
**Certification Alignment** gives the opportunity to input how many hours of instruction from this course would be applicable to each certification type.
31
Please read through the Additional notes on PMI Strategic Alignment. Click **Save & Continue** to move to the next step.
Sessions
32
Choose how and when the course is available. Options are **On-Demand, Virtual, and In-person. Select all that apply.**
33
If **On-Demand** is chosen, indicate the language.
34
If **Virtual** is chosen, indicate the start and end dates, as well as the language. Use the **+ Add Another Session** link to add another date range, if applicable.
35
If **In Person** is selected, input the Start and End Dates, as well as the Location & Language. Use the **+ Add Another Session** link to add another date range, if applicable.
36
If you click on the **Select Location** drop down and see that no results or the result you are looking for are not found, click **Manage Locations**
37
The Manage Locations menu will show. Scroll to the bottom to the button that says **Add Location**.
38
A form will appear at the right hand side of the screen which will prompt you for Location information.
39
Input all of the location details, review for accuracy, and click **Add Location**.
40
Once the location is selected, and all information is reviewed for accuracy, click **Save & Continue**.
Review & Submit
41
Please read the details at the top of the **Review & Submit** screen before continuing on.
At the top right of each section is an Edit link in the case any information needs to be changed upon review.
42
The Overview reiterates: the course review contact email, your internal course identifier, course description, PDU claim code, course URL, and whether the course is public or private.
43
Review inputted learning objectives, author qualifications, and assessment information
44
Review choices made and submitted for PMI Alignment, the Talent Triangle areas, PDU Distribution, and any applicable hours for certifications.
PDUs cannot be claimed until the course and session(s) have been approved.
45
As prompted, review the PMI Code of Ethics and Professional Conduct. Indicate via checkbox that the review has been completed.
46
Click **Submit for Review** once you are satisfied with the accuracy of the course information.
Event/PDU Management
47
Click **Events** tab to view your submitted events
Viewing Sessions within an Event
48
Click on the Event title to open it.
49
Event details are listed at the top; sessions are displayed in the grid below.
50
Click **Status** to view options to filter sessions by.
51
Click the three dots in the action column for an individual session to **Edit Course, Add Sessions,** or **Delete.**
52
Click on the name of the course you wish to view
53
At the top, you have the options to **Edit Course**, **Add Sessions**, or **Cancel**.\ To modify any section, click **Edit** in the upper right corner of that section. You will also see the history of submission, reviews, and approvals.
Make sure to review your changes, save them, and re-submit if needed.
Check your PDU Session Status often in case changes are requested.
54
Please read the details at the top of the **Review & Submit** screen before continuing on.
At the top right of each section is an Edit link in the case any information needs to be changed upon review.
55
The Overview reiterates: the course review contact email, your internal course identifier, course description, PDU claim code, course URL, and whether the course is public or private.
56
Review the **Key Topics** selections for accuracy.
57
Review inputted learning objectives, author qualifications, and assessment information
58
Review choices made and submitted for PMI Alignment, the Talent Triangle areas, PDU Distribution, and any applicable hours for certifications.
EPP User Guide: Creating an Event
Pmi
1
Log into [epp.pmi.org](https://epp.atp.org)
2
This is the PDU Manager Dashboard where PDU's and Events are created.
If you are associated with more than one account, the upper right hand box can be used to toggle between different account views.
3
Default view shows PDUs. Select **Events** to see event listings, or **Submitted PDU Claims** to review your submissions.
4
You can also use the **search bar** or **filters** to narrow results.
Create Event
5
Events are a way to group PDUs courses together for events such as a Monthly meeting, Professional Development days or a Conference.
6
Input all required fields: **Event Name, Location, Start Date, End Date, Category, Sub Category, and URL**. A description is optional.
7
Select your Category, and then Sub-category
8
Once all event information is reviewed for accuracy, click **Create**
Create Event Sessions
9
Once your event is created, you will need to add a PDU Course with sessions. Click **Create Event Sessions** on the upper right hand side of the screen.
PDU Course Requirements
10
This screen provides additional information regarding PDU Course requirements. Click either **Go Back** to return to the previous screen or **Create Course** to move forward.
Overview
11
At the top of your screen is your course creation timeline (showing steps 1-6), and the course review contact is auto-filled with the user's information. **This is the email address we will contact if any required changes are identified for this course listing.**
12
Next, input the **Course Title, Course Identifier** (This is your unique ID for this course), **Course Description,** and **Website URL.**
**Note**: Please ensure the Website URL is a direct link to the course page on your website.
13
Choose between **Public** and **Private** for the course's desired availability. Public courses are available for anyone to view at <https://ccrs.pmi.org/search>.
14
Indicate the **Access Type.** Choose between **Paid, Free, and Free with Membership**
15
Once all details are reviewed for accuracy, click **Save & Continue.** If you need to return to the previous screen, choose **Go Back**.
Key Topics
16
**Key Topics** The following key skills and knowledge areas top the list of in-demand project management skills and knowledge as identified by PMI and PwC Global Survey on Transformation and Project Management. Indicate which of those top 5 skills this PDU course addresses by selecting at least one, but select all that apply.
17
Choose what other current **highly desirable or market-driven project skills** this course or learning experience addresses. Select at least one. Select all that apply.
18
If **Other Topics** is chosen, you will need to provide a reference, source or reason in the text box below.
19
Once you have reviewed all information for accuracy, choose **Save & Continue**
Content
20
List the **Learning Objectives** for this course.
21
Name and briefly describe the **qualification of the primary author(s)** of this course or learning experience.
22
Tell us about any assessments in this course or learning experience. Choices include **This course or learning experience does not contain assessments** and **The course contains assessments aligned to the listed learning objectives.**
23
If the course contains assessments, you will be prompted to enter a description of the course assessment.
24
Once all information is reviewed for accuracy, read the **Additional notes on Course Content Quality** and click **Save & Continue**
PMI Alignment
25
Next, you will select the topics from this course that apply to each of the PMI Talent Triangle areas. **Only select from Categories that your PDU Allocations apply to.** Select all that apply.
26
Click the down arrow to see options for each area.
27
Enter the total hours of instruction of the course. May be allocated in increments of .25 (15 minutes intervals). **Must be less than 60 hours.**
28
The number inputted for course hours is automatically split into thirds.
29
Adjust the number of PDUs assigned by either moving the circles on the range, or by inputting a new number in the text box. **Remember, the PDU Allocations should match the categories you selected above.**
30
**Certification Alignment** gives the opportunity to input how many hours of instruction from this course would be applicable to each certification type.
31
Please read through the Additional notes on PMI Strategic Alignment. Click **Save & Continue** to move to the next step.
Sessions
32
Choose how and when the course is available. Options are **On-Demand, Virtual, and In-person. Select all that apply.**
33
If **On-Demand** is chosen, indicate the language.
34
If **Virtual** is chosen, indicate the start and end dates, as well as the language. Use the **+ Add Another Session** link to add another date range, if applicable.
35
If **In Person** is selected, input the Start and End Dates, as well as the Location & Language. Use the **+ Add Another Session** link to add another date range, if applicable.
36
If you click on the **Select Location** drop down and see that no results or the result you are looking for are not found, click **Manage Locations**
37
The Manage Locations menu will show. Scroll to the bottom to the button that says **Add Location**.
38
A form will appear at the right hand side of the screen which will prompt you for Location information.
39
Input all of the location details, review for accuracy, and click **Add Location**.
40
Once the location is selected, and all information is reviewed for accuracy, click **Save & Continue**.
Review & Submit
41
Please read the details at the top of the **Review & Submit** screen before continuing on.
At the top right of each section is an Edit link in the case any information needs to be changed upon review.
42
The Overview reiterates: the course review contact email, your internal course identifier, course description, PDU claim code, course URL, and whether the course is public or private.
43
Review inputted learning objectives, author qualifications, and assessment information
44
Review choices made and submitted for PMI Alignment, the Talent Triangle areas, PDU Distribution, and any applicable hours for certifications.
PDUs cannot be claimed until the course and session(s) have been approved.
45
As prompted, review the PMI Code of Ethics and Professional Conduct. Indicate via checkbox that the review has been completed.
46
Click **Submit for Review** once you are satisfied with the accuracy of the course information.
Event/PDU Management
47
Click **Events** tab to view your submitted events
Viewing Sessions within an Event
48
Click on the Event title to open it.
49
Event details are listed at the top; sessions are displayed in the grid below.
50
Click **Status** to view options to filter sessions by.
51
Click the three dots in the action column for an individual session to **Edit Course, Add Sessions,** or **Delete.**
52
Click on the name of the course you wish to view
53
At the top, you have the options to **Edit Course**, **Add Sessions**, or **Cancel**.\ To modify any section, click **Edit** in the upper right corner of that section. You will also see the history of submission, reviews, and approvals.
Make sure to review your changes, save them, and re-submit if needed.
Check your PDU Session Status often in case changes are requested.
54
Please read the details at the top of the **Review & Submit** screen before continuing on.
At the top right of each section is an Edit link in the case any information needs to be changed upon review.
55
The Overview reiterates: the course review contact email, your internal course identifier, course description, PDU claim code, course URL, and whether the course is public or private.
56
Review the **Key Topics** selections for accuracy.
57
Review inputted learning objectives, author qualifications, and assessment information
58
Review choices made and submitted for PMI Alignment, the Talent Triangle areas, PDU Distribution, and any applicable hours for certifications.
