Organizational Administrator Menu
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Welcome to the Administrator Menu Guide
This guide will help you to become acquainted with The CITI Program organizational administrator menu.
Administrator Access
If you have never created a CITI Program account before, click here for instructions on creating a new CITI Program account.
If you already have a CITI Program account, click here for instructions on how to add an affiliation to your newly set up institution.
Once registered please let the support team know:
NEW ORGANIZATIONS: reply to your institution's setup email confirmation with your username or member ID.
EXISTING ORGANIZATIONS: a current CITI Program organizational Administrator sends an email requesting your rights.
When admin rights are granted, you will have access to the Admin Menu for your institution.
Administrator Menu
To access your admin menu, log into your CITI Program account and click on Admin:
The admin menu allows you to access completion records, member records, run reports, and more.
Your admin menu includes:
- link to Series (Course) Selection forms
- Information for merging accounts
- Contact Information for CITI Program
Your admin menu will display the functions available based on your admin role. If need access to a function not available on your menu, please contact CITI Program Support.
The available menu options are:
Profile
Profile includes:
- Instructions for Members: This is the instructions page provided to your affiliated learners in their learner tool area. This page can be customized per organization. You can review the page here and contact CITI Program Support to discuss making any changes or updates.
- Recipients of Completion Report Emails: This is a list of persons or email addresses that are notified when a learner completes a course.
- Member Information Fields: The page shows the member information fields set up for your organization. You can use the "preview" button to review the fields. These fields are customizable for each organization and can be used to collect information to better match your reports. Please contact CITI Program Support to customize these fields.
Enrollment Questions
Enrollment Questions includes:
- Your Organizations Questions: Depending on your setup, you will see One Question per Page or All Questions on the Same Page. From this link, your can review and preview your organization's enrollment questions. This includes the question text, the linked courses, and if applicable the next question presented. Please contact CITI Program Support to discuss making any changes or updates.
- Enrollment Instructions: This is a customizable instructions page we can provide to your learners at the top of the enrollment questions page. This information could include who to contact at your organization or guidance on which courses to take. Please contact CITI Program Support to discuss updating this page.
Members
Members include:
- Member Search: This section allows you to search for members/learners at your organization and access their profile information, member information, add/remove courses.
- Member Enrolled in a Group: This report list members enrolled in a specific group/courses.
- Member Not Enrolled in Any Group: This report lists members not enrolled in any groups/courses.
- Institutional Administrators: This is a list of organizational admins and their access. Please contact CITI Program Support to add or remove admins.
- View Member Name Changes: This report shows a list of name changes on accounts associated with your organization.
- Add a Member to my Institution: From this link, you can enroll a new learner with your institution.
Additional Resources: For instructions on assigning courses to learners, see How to Add Courses for a Learner.
This video provides a walkthrough of member profiles:
Course Renewal Reminders
Administrators can select one or more of these dates offered to send an e-mail that will remind each learner that their course completion report will soon expire:
Dates prior to the expiration date:
- 180 days prior to the expiration of the last completed stage.
- 150 days prior to the expiration of the last completed stage.
- 120 days prior to the expiration of the last completed stage.
- 90 days prior to the expiration of the last completed stage.
- 30 days prior to the expiration of the last completed stage.
- 7 days prior to the expiration of the last completed stage.
Dates after the expiration date:
- 1 day after the expiration of the last completed stage.
- 7 days after the expiration of the last completed stage.
- 14 days after the expiration of the last completed stage.
- 30 days after the expiration of the last completed stage.
Reports
Reports include:
- Report Menu: This section Includes your admin reports to run on demand
-
Completion Reports that will soon expire
-
Completion Reports that are now Overdue
-
Active Courses Being Used
-
Inactive Courses with Completion Reports
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- Information included in Reports: These are the fields included in your institutional administrator reports for "Completion report data by time and group", "Completion reports that will soon expire", and "Completion reports that are now overdue. If you have Autodownload v1 enabled, those reports will also use these settings. If you wish to edit the fields included, the column titles, or the column order, please contact CITI Program Support.
This video provides a walkthrough of the reports section:
Running Reports
After selecting Reports, choose Completion Report Data by Time and Group.
Next, select the report file type.
Admin reports run for a maximum of two years increments. Admins can run multiple reports if a longer date range is needed.
Select if a report will end on a specific date or begin, enter the date, and select the time range.
Example: If you want to run a report for completion reports earned in the past year, select Create a report that ends on the date you enter, enter today's date, and then select 1 year before the end date.
If the reporting parameters available through the admin menu do not meet your specific needs, please consider using our Automated Download Service, which offers more customization of reports, wider date ranges, and the ability for third-party software to integrate the report data.
Advanced
Advanced include:
- Advanced Subscription Features: This includes advanced subscription features such as Access Control.
Courses, Stages, and Enrollment Question Help
Understanding Curricula, Groups, and Stages in CITI Program
Understanding Course Enrollment Questions
Administrator Support
The CITI Program Customer Success Team provides onboarding and support services for organizational administrators.
We offer various levels of support for new and existing subscribing organizations to review your current account setup, offer suggestions for changes that may improve your learners’ experiences or yours as an administrator, and generally answer any questions you may have about our products and services.
We want your use of the CITI Program website and courses to fit the needs of your organization. There are several areas of your organizational subscription that can be customized free of charge including the member information fields, course enrollment questions, and providing a custom instructions page. Send our Customer Success Team an inquiry by emailing support@citiprogram.org from the email address associated with admin account.
Review our Course Catalogs, which include brief descriptions of modules and content, can be found at https://about.citiprogram.org/en/courses/
You may also demo CITI Program's available modules. Follow the usual affiliation process to affiliate with the institution listed as "DEMO".
Contacting CITI Program
There are various ways to contact CITI Program staff if you have any questions or concerns:
- For technical queries call (US toll free): 888-529-5929
- Send billing/financial queries to admin@citiprogram.org
- Send sales/organizational purchase requests to sales@citiprogram.org
- For international content or languages availability, contact (Outside US): +1-305-907-3100
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