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RSS Coordinators and Administrators

Important Announcements

  • Get to know the new CE platform by visiting Cloud CME 101: Getting Started.
  • Access Recording of RSS Coordinator Training session from 7/23/2025 (login required)

What's Changing for RSS Coordinators and Administrators?

  • File Icon See What's New for RSS Coordinators and Administrators (pdf) 

 

Application Dashboard

  • Video icon Application Dashboard Overview Instructional Video
  • File Icon Guide to the Application Dashboard (pdf)

 

Submitting an Application or New Idea

Quick Steps to Submitting a Request for CE Credit

These instructions apply to content planners and administrators who submit requests for new activity proposals and renewals of activities.

  • Review your Application Dashboard: https://ucsf.cloud-cme.com/application
  • Renew Credit for your Activity: https://ucsf.cloud-cme.com/Application.aspx?formsubmissionid=0
  • Submit a New Idea: https://ucsf.cloud-cme.com/Application.aspx?formsubmissionid=0

STEPS:

  1. If you have not already signed in, select SIGN IN from the CE Portal home page.
  2. Select Apply for CE Credit in the sidebar to open a new request.
  3. The application form will display as a series of step-by-step sections.
  4. The first section, Basic Information, will serve as a pre-application for review by the Office of CME. 
  5. Once complete, return to the Applications List and click Submit for Review.
  6. You will receive notification of the completion of the review and a decision.
  7. If the pre-application is approved, you may return to the application to complete the other steps in the process. (Click the title in the list to reopen the application.)
  8. Once all sections are complete, return to the Applications Dashboard and click Submit for Review.
  9. The application will be reviewed by OCME’s Accreditation Team and a subject matter expert. The decision will be communicated by email.

Handy Tips:

  • The system will not allow a request to be submitted less than 60 days prior to start of the activity.
  • Be sure to click Save & Continue at the bottom of each section to save your work.
  • Fields highlighted in pink and marked with an asterisk are required. You will not be able to save a page until they are complete.
  • Information Help Bubble Use the help bubbles  for help responding to an item. Hover for a quick tip or click on it for more information.
  • A form may ask for fewer or more responses depending on the selections you make, for example, items specific to MOC or CPE, if those types of credit will be requested.
  • You will be asked to select the activity providership:
    • A “Directly Provided” activity is one that is planned exclusively by UCSF or other UC employees. UCSF is solely responsible for the planning and only a UCSF or other UC logo is placed on promotional materials.
    • A “Jointly Provided” activity is one that is planned in collaboration with another non-UC and non-accredited organization. Both organizations take responsibility for the planning and one or more logos besides UCSF are present.
  • File icon The Application Process (pdf) 

 

The RSS Dashboard and Session Management

  • File icon Brief Dashboard Overview (pdf)
  • Video icon RSS Dashboard Orientation Video
  • File icon Sample instructions to send to faculty for completing tasks (pdf)

 

Managing Financial Relationships

  • Coming soon!

 

Generating Announcements

  • File icon Creating Flyers / Announcements and Syllabus Front Material (pdf) 

 

How to Set up SMS Text Credit Claiming

  • arrow pointing to the right Text UCSF’s CE Portal at (833) 992-1812.
  • File icon Preparing for SMS Texting Attendance (docx)
  • File icon Sample instructions to send to learners to claim credit (docx)
  • File icon Sample slides to text attendance (pptx)

 

Recording Attendance Manually

  • Coming Soon!

 

Evaluations and Summaries

  • Coming Soon!

 

Reports Available

Reports are accessible from the administrative side of the CE Portal. Sign in, navigate to Administration, then Reports. There are four reports available to RSS administrators:

Credits Report

The Credits Report displays continuing education credits awarded to learners for specific activities over a selected date range. It is used to track, analyze, and export credit data for internal review and external accreditation reporting.

  More details on using the Credits Report (pdf)

Evaluations Report

The Evaluations Report allows you to view, manage, and report on evaluation submissions for a specific activity. From this screen, you can view chart results, raw data, incomplete evaluations, and send reminder emails to learners who have not completed required evaluations.

More details on using the Evaluations Report (pdf)

RSS Attendance History Report

The RSS Attendance History Report provides data on RSS attendance and numbers. You can create, view, and export rosters for specific dates or view the number of unique participants.

More details on using the RSS Attendance History (pdf)

Transcripts Report

The Transcripts Report allows you to generate transcripts for learners when needed. You can view complete transcripts, or credit claims within a specific date range.

More details on using the Transcripts Report (pdf)

 


Additional Resources

  • RSS Coordinators Training Manual (3.12-R) pdf
Resources by Role

RSS Coordinators

RSS Learners

Quick Links

Getting Started with CloudCME

CloudCME Glossary

 

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