7 Steps to Course Approval & Credit Designation

1. If you need help creating a CE activity, contact Duke Continuing Education at CEPD-JAC@dm.duke.edu
2. Log in to Duke Continuing Education, click “Activity Application,” and complete a “New Application”
3. Submit all REQUIREMENTS below for approval 8 weeks prior to promotion/marketing of the CE activity:

• Activity Agenda including all start-times, and end-times. *No credit awarded for breaks, lunches, welcomes
• Activity Budget including all expenses, all projected income from grant support, and all registration fees
• Disclosure Forms for all planning committee members must be completed via the digital Disclosure Form
• CE activities require a planning committee member from each profession representing the target audience
• Planning committee members must submit disclosures prior to planning the CE activity
• CE Program Specialist mitigates all relevant financial relationships prior to planning the CE activity
• *Additional speakers must resolve any conflict of interest & submit disclosures 1 week before activity starts
• CE activity administrators can view & track all active disclosures on the CE Disclosure Dashboard
• Marketing Materials, including brochures, “save-the-date” flyers, and website announcements
  • Brochures, flyers, and website announcements may not be disseminated until approval is given
  • Planners can promote unapproved activities with NO mention of CE credit on marketing materials
• Presentation Slides & Videos must be sent to CE Program Specialist at least 1 week prior to CE activity start-date

4. The Duke CE Program Specialist will review your application & create CE activity on Duke CE site.

• CE Program Specialist ensures learning objectives are aligned by profession with the target audience
• CE Program Specialist mitigates all relevant financial relationships & then approves CE Activity Application
• CE Program Specialist creates CE activity on Duke CE Site & sends credit designation letter to department
• Planning committee members may request changes & modifications to the application during this time

5. If the activity includes grant funding and/or commercial support, you must do the following:

• Department requesting credit must send grant agreements with fund code to Duke OCR for legal approval
• Confirm completed grant agreements prior to acknowledgement in marketing materials and/or syllabi
• Collect exhibitor Hold Harmless Agreements prior to acknowledgement in marketing materials and/or syllabi

6. The Duke Continuing Education team will collaborate with you to finalize the CE activity.

• Submit finalized marketing materials & links (brochures, flyers, emails, websites, etc.) to CE Program Specialist
• Ensure that all disclosure forms have been received & all conflicts of interest resolved prior to CE activity
• Confirm all grant agreements are fully executed (co-signed by Duke) prior to syllabus approval
• Confirm all exhibitor forms (hold harmless agreements) are signed by exhibitors prior to syllabus approval

7. Within 14 days after the CE activity, you must submit the following to CEPD-JAC@dm.duke.edu:

• Excel spreadsheet roster with 3 columns for First Name, Last Name, & Email of all CE activity participants
• If the CE activity offers pharmacy credit, please include 2 columns for NABP# and PIN# on the roster
• Finalized budget report, listing all actual income and expenses