Change Log - Migration Playbook

This article will track the timestamps and specific changes made to the Customer Migration Playbook.

Last updated 12/12/2024:

Edited Compliance section to include information on known discrepancy with IRS Enrolled Agent Jurisdiction.

Last updated 9/20/2024:

Edited Compliance section to include information on known discrepancy with Canada Jurisdictions.
Edited Compliance section to include information on New Jersey Ethics being accepted for the New York Ethics requirement.
Edited Compliance section to include information on Leadership (PDU) subject area mapping.

Last updated 9/5/2024:

Edited Compliance section to include information on known NACVA subject area discrepancy.

Last updated 8/28/2024:

Edited Compliance section to include information on known discrepancies with Oregon and PCAOB.

Last updated 4/23/2024:

Edited Compliance section to include information on known locked carryover discrepancy.

Last updated 4/22/2024

Edited Compliance section to remove previous partial credit allowance discrepancy for Florida. Prolaera logic has been corrected and partial credit increments now match between platforms.
Edited Compliance section to include the different jurisdiction reporting forms that are available to be added to your LCvista site.
Edited Jurisdiction Profiles within the Data Syncs section to include updates on:
- How birthdates will be populated for those jurisdictions that rely on date of birth to calculate CPE reporting periods.
- A list of jurisdictions that require a license ID to be present in Prolaera in order for the jurisdiction profile to successfully sync over for a professional.

Last updated 3/26/2024:

Edited Compliance section to include information on known non-accepted field of study discrepancies for CISA.
Edited Compliance section to include known partial credit allowance discrepancy for Florida.

Last updated 3/25/2024:

Edited Certificates and Files within the Data Syncs section to include updated information on certificates that will, or will not, sync if the "Require Certificate Approval" setting is enabled/disabled.
Edited Compliance section to include information on known reporting period end date discrepancies for: AICPA, AICPA EBP, and Yellow Book.
Edited Program Documents within the Data Syncs section to include updated information about program document visibility.
Edited PHASE 3: GO LIVE section to include information about newly added Go-live Checklist.

Last updated 3/12/2024:

Edited Custom Fields (Users) within the Data Syncs section to include information on Custom Field type regarding Custom Field (User) data that is created as part of your data sync.

Last updated 2/29/2024:

Edited Programs/Sessions (Courses/Events) within the Data Syncs section to include important information advising to not make any changes to the Program or Learning Plan ID in LCvista for your synced Courses, Events, and Learning Tracks.

Last Updated 2/28/2024:

Edited Programs/Sessions (Courses/Events) within the Data Syncs section to include information regarding Venues that are created as part of your data sync.

Last Updated 2/23/2024:

Last Updated 2/21/2024:

Edited User Groups within the Configuring Your LCvista Site section to include information regarding the user groups that will be added to your LCvista site by default.
Edited Data Feeds via SFTP within the Integrations section to include relevant knowledge base articles for Non HRIS and HRIS data feeds.
Edited Programs/Sessions (Courses/Events) within the Data Syncs section to include information regarding newly added 'Visible to Admins Only' custom tags that will be included in the Course/Events data sync.
Edited Programs/Sessions (Courses/Events) within the Data Syncs section to include information regarding configuring your integrated providers. Once the integrated providers are configured on your LCvista site, the data sync will now include relevant Event launch URL and other applicable event data in the Session.
Added Catalogs sync information within the Data Syncs section.