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.
Andrew Twarek P.E. S.E. commented
It is 2023 now...is there any update? Tracking PDH / CEUs and sending certificates is critical to our professional organization.
Please implement -- what is taking so long?
On Create New Event page
Section: Basic Information
- Create a tic box for CEU > add a field so that a number of CEU's can be added.
I am copying in the needed info as written by Justin
Justin Loranger commented July 12, 2015 6:49 AM Flag as inappropriate
I'd be happy to give you an example, as it pertains to our organization.
In our case, licensed members and licensed non-members would attend an event. The event would be assigned an certain number of CEUs.
So you would need to track who attended, what was the event, number of CEUs. That, I think would be fairly straight forward, since you already track event attendance.
Secondly, you also need to be able to track CEUs obtained from events sponsored by another entity. So you would need to be able to enter the same information, as above, for a contact manually. This would need to be an administrative task, since you do not want contacts to be able update CEUs that are not valid.
In my mind, it would be a separate table tracking CEUs information for the contacts.
Lastly, and probably, most importantly, you will need to be able to report on either one contact or all contacts what their current level of CEUs are. This will need to be reported to the contacts and to the licensing body, in our case the State of Maine.
Example: my license was renewed on July 1, 2008. I need to earn 10 CEUs within the next year, in order to renew my license. I have attended two events and have earned 4 CEUs since July 1. The report would show how many CEUs I have earned since July 1. Any class before that date would not count.
Kind of a long winded answer, but hope this helps. I'd be happy to expanded on any of this if you would like.
Thanks MTWPAM, I cannot understand why this is so problematic for WA. With over 200 votes it seems like a popular request and yet there's been no response as far as I can see for over 4 years. Back then the comment was "We use votes as a measure of interest in particular ideas and prioritize them higher in our development plans." An indication of where feature is in the priority list would be great.
MTWPAM Administrator commented
Still no apparent movement on this sought-after feature... please provide a status update for 2022.
Just to add my voice to this thread. This would be a great feature and one we'd use immediately if it was available. Would this not be possible with an extra field on the event setup page to record a numeric 'CPD Hours' value. Then have an accumulated total on the members page for all events where they have been checked in? Or allow us to export an 'event attendance report with this as a field. However it's implemented please consider adding it as a feature.
Kevin Carpenter commented
Looks like this has been a request for more than 10 years. Can we get some idea on your priority to develop this?
This is a critical comment of any membership management system! This system not having it, is a deal breaker!
Does anyone use excel or access or another program to track credits?...since Wild Apricot has still done nothing to add this feature.
For our organization, some of our events qualify for Continuing Development Units (CDUs), some don't. we would want our events administrator to be able to enter the CDUs that each event qualifies for. This cannot be changed by members. CDUs would appear on the events page of each contacts' profile page so they can print that, and thereby, self service reporting of CDUs.
Liz Nettleton commented
For most professional associations, tracking CPD points is crucial. This is a request that has been kicking around WA for a long time, and the number of votes, does highlight there is a definite need out there.
In fact, we are about to transition one large association out of Wild Apricot and have another who is likely to chose a different provider based entirely on a CPD points tracker not being included in the WA package.
Caroline Bowers commented
Our organization really wants to start using Wild Apricot but it is crucial for our state licensing requirements for members to be able to track their continuing education credits
Julie Countryman commented
Why has this been an outstanding request since 2008? Personfiy/WA, you really needs to move this up the priority list. Not having this function is becoming an increasing issue for our organization. We are looking at other vendors that offer this service because you are not giving your users what they need.
Our organization users Wild Apricot, but we are considering switching to another platform that will allow for the tracking of credits in the new year.
We are moving toward becoming a regulated profession AND were starting to look for alternatives to our current membership software - without this function you won't make our short list (unfortunately, because I've heard great things and had been looking forward to a possible move)!
Martha Ambros commented
This is becoming a critical issue for us, and one we need to address this year. We have been looking for alternative AMS providers and honestly none are perfect, but as this need becomes more pressing we may need to move to another system that can provide it. We are too thinly staffed for a people intensive work-around. After having gone through adding a SSO option to link to another feature for our members, we cannot imagine doing that again! Wild Apricot, please work on this!
Rhonna Endres commented
This is a driving industry issue and will cause associations to change AMS because it is industry standard to be able to integrate the LMS with the AMS. We should be able to use both platforms with them talking to each other. But, we do not want to change our LMS. It's easier to change AMS. Besides, other AMS have great website templates and more automated features.
Curt Duff commented
As a state society of opticians, we provide continuing education for our members which is required by our state licensing board. The ability to track the CEC's by attendee/member and the ability for the member or administrator to be able to generate certificates or a report of CEC's earned would be spectacular.
Deborah Fisk commented
I am a member of the Professional Photographers of America and my local State Affiliate. I just attended a national conference in Atlanta and overwhelming this is a feature that would be very helpful in our workflow. I believe our industry has many users of your software and this feature would be amazing. Our National Organization has the ability to track national merits but every state affiliate who uses your software does not.
This could be used to track volunteer hours or events attended.
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?