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Tracking Continuing Education Points (CEU, CEC, CPD, CPU)

There is currently no special functionality for tracking Continuing Education points/credits in Wild Apricot. It is possible to track these via custom admin-only fields but this requires manual process. We are considering adding this functionality in the future and would appreciate details on how these are typically tracked by our clients.

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    WildApricot User shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    67 comments

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      • Audie Black commented  ·   ·  Flag as inappropriate

        We have a need to track more than just regular CEUs earned for a workshop. For instance, our board-certified providers can earn credit for participating in other professional activities that earn equivalent CEU credits (e.g., serving on a board, writing a peer reviewed article). It would be wonderful if WA had a way to create custom categories of CEUs that would allow the member to claim credit through their profiles, which would then be tracked on both an annual and biennial basis.

      • Drew commented  ·   ·  Flag as inappropriate

        I just posted in another wishlist about creating a PDF certificate of attendance for each verified attendee of an event. I hope this isn't against the forum policy, but I'm linking it here because I think it goes hand-in-hand.

        https://forums.wildapricot.com/forums/308932/suggestions/19171474

        Both requests would be helpful--an automatically generated form in the email, but also the ability for members to log in and see the events they have attended. In case they lose the emailed form, maybe they could hit a button on their CEU summary page to resend a copy of the form! Thanks for your consideration.

      • AdminApricot Kernel (Product Manager, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Rodger, I merged your suggestion into existing one. But I'm not sure about introduction part of the comment - what did you mean by that? The wishlist forum is a public forum where all customers of Wild Apricot can share their ideas on how to improve the system or add their votes to existing ideas to promote them. We use votes as a measure of interest in particular ideas and prioritize them higher in our development plans.

      • Rodger Davis commented  ·   ·  Flag as inappropriate

        An adaptable facility for our members to be able to log their Continuing Professional Development (CPD) online.
        I believe you may have had conversations with 'CPD Me' on this subject. Maybe you can continue the conversation or introduce your own system.
        Thanks
        Rodger

      • Drew commented  ·   ·  Flag as inappropriate

        Just to keep this active, yes, we need this! If users could log in and see their attended events and the CEU value for each, they would have a log for reporting. It'd be ideal if the system could create a certificate for each event they attend (similar to the recently created membership card feature?), but at least a list of attendance would be something they could submit if audited.

      • Samantha commented  ·   ·  Flag as inappropriate

        Would love an easier way to offer an electronic version on our currently outdated CEU form tracking and approval process. Please look at adding this feature to Wild Apricot!!

      • Anonymous commented  ·   ·  Flag as inappropriate

        It seems like this idea is quite popular... any idea when this might be released? We are looking at doing CPD for our association and we use WA for membership management.. it would be fantastic to have this implemented in the next release.

      • Bonnie commented  ·   ·  Flag as inappropriate

        Tracking of Continuing Education Units needs to include the name and CEU value of each session they attend at an annual conference or workshop. It needs to include the option to generate an official transcript that contains the detailed information that can be generated by date ranges.
        Is this an option that is being considered in the near future?

      • Lil LeBlanc commented  ·   ·  Flag as inappropriate

        Another request for this functionality. As an International Coach Federation Chapter, we would appreciate this feature to track CCEUs provided to our member who attend qualifying events. Thank you

      • Chris Cavanaugh commented  ·   ·  Flag as inappropriate

        Great idea. We are a nursing professional organization. We have to offer Continuing education programs for our members. We need a way for members to track their CE units, a way to offer online education CE modules, offer tests/evaluations. I currently pay another software company for this. (TalentLMS)

      • Geoff Haynes commented  ·   ·  Flag as inappropriate

        Given that Professional Development plays an important part of ongoing membership eligibility in so many Associations these days, it is rather sad that this feature is still in the Wishlist after such a long time. I recommended wild Apricot to another organisation, but they rejected it as a contender for this very reason.

      • Felix Figuereo commented  ·   ·  Flag as inappropriate

        Until this is a feature here is what we [at Nicasio Design] propose:

        Client/Admin creates an event and adds a custom event registration field called "CEUs for Attendance" (or something similar).
        -- this field would need to be the "Multiple Choice" option so the admin can preset the option of how many CEUs are awarded for the event, (1, 2, 3, etc.).
        -- this is the only field type that allows this I believe (the radio option requires more than one option).
        -- the admin would set the field & option be auto-checked and set to be required so a person is forced to leave it checked when registering.

        Nicasio would create a process using the WA API and a CRON job (runs on a daily/nightly basis automatically) to check for events that have ended for the current day.
        -- For events ended since the last CRON job ran, find those events' "Check-Ins" that the Client/Admin would need to be selecting at the event. (An admin can check-in attendees using the website's admin interface and/or the WA app I believe).
        -- Once we find the persons checked-in we would grab their email address (provided via event registration form) to lookup their account info via the API.
        -- For persons checked-in who are also members, we would then save the "CEUs for Attendance" amount from the event registration form to a field we would have already added to the Membership fields called "Obtained CEUs" or something similar.
        -- The "Obtained CEUs" field would be a basic multiline "textarea" field that is treated much like the "Notes" field in the admin.
        -- We'd add the data needed in a one event per line format, each time we need to update it for a member, something similar to:
        2016/09/13, Event Name Here, 3 CEUs
        2016/11/27, Event Name Here, 2 CEUs
        2017/01/08, Event Name Here, 4 CEUs
        -- the data would continue to append itself to this single field (or prepend if you wanted the dates reversed in the example above)

        To create the API/CRON job script and to provide support/training for setting up events/etc. I'd estimate this to take roughly 20 to 30 Hours. Please note this is only a rough estimate and all WA API involved work is billed at an hourly basis.

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