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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 →

    71 comments

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      • Andy commented  ·   ·  Flag as inappropriate

        Just to keep this live. We are currently assessing Wild Apricot as a solution, it ticks many boxes however CPD is a key feature in our requirements. Is this action being progressed / on the roadmap so we would at least know how long we would have to maintain manual processes?

      • Judy Pfeiffer commented  ·   ·  Flag as inappropriate

        We need the ability to track CEUs based on our events, also for the members to be able to input CEUs that they have taken from another source (we would like the latter to be an option that can be turned on or off). After the member has met their CEU requirements, we would like a system generated email that would send them a certificate. We would also need to be able to pull together a report of members CEUs. We would need custom categories of CEUs (different levels). The members would need the ability to log in and see the CEUs they have earned and date they were earned and expire.

      • Aimee Devereaux commented  ·   ·  Flag as inappropriate

        We would love to have the ability to track CEUs based on our own events but also for the members to be able to input CEUs that they have taken from another source. After the member has met their CEU requirements, we would like to then email them a certificate. We would also need to be able to pull together a report of members CEUs. We are currently using a link to a Jot form that we have made. It has too many shortcomings. Thanks.

      • CP Rodriguez commented  ·   ·  Flag as inappropriate

        I added this comment under another post relating to generating certificates of attendance but they are related. One of our primary objectives as a professional organization is to provide ongoing education (CE/CPE) to our members. I need to add that this missing element is the one thing that has come up at each of our semiannual board meetings as a reason to consider an alternative to WA, which I"m hesitant to do.

        This [the ability to generate and maintain CPE] would be HUGE for us as well. About 99% of the events we hold require us to generate a certificate of attendence as proof for CE(CPE). We currently do this from an export of attendees and generate in PDF form. WE then upload these to our site under files and provide a unique link to each member via a separate mail merge. It would be ideal if we could generate these via WA and have them linked to each members account or event history so they could retrieve them independently.

        I think personify has some similar functionaliy and APIs. Is this something that the new relationship/ownership could benefit /be leveraged?

      • 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.

      • AdminEvgeny Zaritovskiy (Product Manager, Wild Apricot by Personify) 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.

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