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Online CE Provider / Online Credit Banking FAQs

Click on the topic headers below to reveal specific Online CE Provider / Online Credit Banking related questions, then click on the question to see the answer. Otherwise, you may scroll down the page to read all questions and answers.

Getting Started »

Loggin-in »

EasyBank Reports »

Processing Rosters — Creating Roster Headers »

Processing Rosters — Adding Students and Banking Credits »

Importing Data »

Printing Roster Reports »

Printing Course Certificates »

 

Questions and Answers:

Getting Started

Who are Online Provider Services for?
Online Provider services are for organizations and companies that provide courses for holders of licenses and certificates that require continuing education for renewal. For complete details on using the provider services, read the CE Provider Guide, which is available as an Adobe “PDF” document on the log-in page (see the section on Logging-in).

Loggin-in

Do I need to log in to use Online Provider Services?

Yes. You must first be a formally approved provider for one of Pearson VUE’s CE programs and you must register to use online provider services. The registration link is available on the log-in page of CE Provider Services. Follow these steps:

  1. Go to the Continuing Education Services page.
  2. Using the dropdown list, select the appropriate CE program or agency.
  3. Locate the heading for “CE Provider Services,” and select the item “Log-in to Provider Services.”
  4. On the log-in page, select the link for “New Provider Registration,” and follow the prompts. You will need your Provider ID, the User ID of your primary contact (and all other expected users) and your date of birth.

The complete illustrated CE Provider Guide is also available as an Acrobat “PDF” document on the log-in page. Section 2.1 of the Provider guide explains the registration process, and section 2.2 gives the detailed log-in procedure.

What is my Provider ID?
This was the provider identification number that was assigned to your organization when it was initially approved to be a CE provider. If you do not know this number or are unable to locate it, please send an email to: Promissor_CE_Providers@pearson.com for assistance.
What is the User ID?
Each user is assigned an identification number when your organization submits individuals to be authorized users. If you do not know this number or are unable to locate it, please send an email to: Promissor_CE_Providers@pearson.com for assistance.
Why do I need to provide a Date of Birth?
Your date of birth is utilized for security purposes only. It is used as verification if you lose or forget your password.
How do I log-in to the Online Provider Services?
See section 2.2 of the CE Provider Guide and follow the prompts to enter your provider ID, user ID, and password.

EasyBank Reports

I submitted CE Rosters via EasyBank; can I retrieve the reports via the Online Provider Service?

Yes. Follow the steps in section 2.3 of the CE Provider Guide. There are two EasyBank reports:

  • Provider EasyBank Detail Report — A listing of all your submitted credit records.
  • Provider EasyBank Error Report — All credit records that were not banked due to errors.

Date ranges are used to retrieve and print the data. The reports may take a few moments to be displayed. Both reports are identical to the reports that are mailed after processing EasyBank diskettes. The error report includes spaces for correcting errors. Once corrections are made, mail the report to Pearson VUE for updating.

Can I make corrections via the Internet to EasyBank records that have an error?
No. Corrections may not be made to EasyBank records via the Internet. You can print the EasyBank error report, make corrections to the errors on the printed report, and mail that report to Pearson VUE for updating of the record(s).

Processing Rosters — Creating Roster Headers

How do I create a class roster and bank the credits for the students?
This may be done in one of two ways: manually or via a data import file. Providers with a small-to-medium number of courses and participants have found that entering rosters manually on the Internet is so easy that they do not need to use data import files. Large volume providers have adapted their existing data export files to the required format in order to bypass manual re-entering of rosters and students.
How do I create a new roster manually on the Internet?
Detailed instructions are in section 2.4 of the CE Provider Guide. A roster header is created first, and then the list of students is entered. The header gives the course number, completion date, and instructors if necessary.
Can I create a roster for a class in the future?
Yes. You may create roster headers for future courses, but you are not permitted to enter the students until the completion date or afterwards.
If I find that I have made a mistake after completing all steps required for creating a new roster heading, can I go back and correct it?
No. If the roster header has been confirmed, you cannot go back and change the header. You must create a new roster header following the steps above. After successfully creating the new roster header, email Promissor_CE_Providers@pearson.com advising which roster header was created in error so that it can be removed.

Processing Rosters — Adding Students and Banking Credits

After creating a roster header, how do I add the students to it?
If you are still logged in after creating the roster header, follow the instructions in steps 2.5.4 through 2.5.8 in the CE Provider Guide. If you are adding students to a previously created roster header, start with step 2.5.1 in the CE Provider Guide. You can go back to any existing roster at any time to add more students and correct error conditions. Students with errors can also be deleted from a roster to clean it up. Details of students whose credits have been banked successfully can be checked, but not modified.

Importing Data

How do I import a file for CE Banking?

The data import file consists of a roster header followed by optional instructor records, the student records, and a roster trailer record. Multiple rosters can be submitted over the Internet in a single file. Details of the file format and a sample file are given in Appendix A of the CE Provider Guide (section 4.1).

Instructions for how to submit data files and handle any errors are given in section 2.6 of the Guide.

For valid rosters, the system assigns a roster ID to each roster in the file, and validates the records. Valid records are banked immediately. Rosters entered this way are accessible for updates, corrections, and reports over the Internet, just like manually entered rosters are.

Printing Roster Reports

What types of CE Provider reports are available via the Internet?<

There are four Online Provider reports:

  1. Roster Summary Report — Roster header information for all rosters within your specified date range.
  2. Roster Details Audit Report — A detailed listing of all the student records in rosters during your specified date range.
  3. Roster Transaction Report — Gives the current status of each student record in rosters during your specified date range.
  4. Roster Errors Report — Provides a list of student records with an error status for a specified date range. These are credits that have not been banked. Section 2.7 of the CE Provider Guide gives complete details on how to access and run these reports.
What types of CE Provider reports are available via the Internet?
When you have the report displayed online, select “Print” from your browser toolbar.

Printing Course Certificates

I want to provide course completion certificates. Can I print them online?
Yes. Certificates can be printed for an individual student, or for all the students in a roster. Follow the steps in section 2.8 of the CE Provider Guide. Viewing and printing the certificates requires Adobe Acrobat Reader version 5.0 or higher. You can download this version at no cost.

Return to the Continuing Education Services page.