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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 UserWildApricot User shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared a merged idea: A way to track the hours from classes given, so the members can log in and see how many (and what) credit hours they have.  ·   · 
    gahigahi shared a merged idea: Tracking and accruing CEUs  ·   · 

    44 comments

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      • CCPGCCPG commented  ·   ·  Flag as inappropriate

        Yes, this would be awesome as I have a couple groups who need to track CEU's for Events. If we could start simple - such as when adding a new event we could add a CEU hour value number (1, 1.5, 2, etc)... and this would record/track by user the total hours. Even something this simple would be great.

      • BonnieBonnie commented  ·   ·  Flag as inappropriate

        We need to track the CEU count and name of each session they attend at our annual conference. The sessions are broken down to .1 or .15.

        Our workshops throughout the year are given one CEU amount, and the name of the workshop needs to be included.

      • gust0342gust0342 commented  ·   ·  Flag as inappropriate

        We also would like to send our members a certificate of participation, and allow them to have the information in an email. That would be an additional or a different way of resolving this need. I can send them an email with their name, but I have no guarantee of it not being altered.

      • Anonymous commented  ·   ·  Flag as inappropriate

        A way to track the hours from classes given, so the members can log in and see how many (and what) credit hours they have

      • ssattlerssattler commented  ·   ·  Flag as inappropriate

        Yes please!!!! Here are some thoughts:
        *The field would need to be something we could edit so that if someone only attended part of the day, we could adjust. It should NOT be adjustable by the participant, only the admin.
        *The transcript dates or time period needs to be adjustable. We have members from other states who run on a different time frame than we do.
        *The contact would need to be able to print the transcript and view it online.
        *Many systems allow participants to add their own classes but these would have to look different or somehow be notated so it didn't appear as though we were verifying these events (This would be a nice option but not completely necessary.
        *It would be great if we could email a completion certificate after the event with the amount of hours included.

      • CACA commented  ·   ·  Flag as inappropriate

        This is one downfall that I am not able to pitch to new clients. I have an Association Management Company (AMC) and I would like to be able to offer this service with WA and not have to go through other software companies that charge $7000 a year.

      • Dave Stevens, Stevens & StevensDave Stevens, Stevens & Stevens commented  ·   ·  Flag as inappropriate

        Yes, we'll take a look to see if we can build a CEU tracker that can connect back to WA via the API. We have an association who does not use WA asking about this, as they aren't happy with their current association management system's (AMS's) ability to track CEUs. So this might drive some new associations your way if we get this rolling. We will review the comments in this wish list thread to develop specifications, but people are also welcome to contact me at dave@stevens-stevens.com if they wish to add other specifications that associations might find generally useful in CEU tracking and reporting, and how they would like it to show up in WA.

      • Dave Stevens, Stevens & StevensDave Stevens, Stevens & Stevens commented  ·   ·  Flag as inappropriate

        We are new to Wild Apricot via a request from one of our association clients, but I see you have recently added an application programming interface (API) that might allow for us to build an external application for CEUs that could tie back to members but allow for reports and member viewing of their own CEUs via that external system. (I should note that we have been doing custom programming for associations and non-profits for 20 years, and connecting with other association management systems such as YM, so this doesn't seem terribly difficult.) It might be easier for us to build this externally and tie it back than for you to build it into the core WA system. Should I contact someone at WA about this, or just have our programmers look into this?

      • Nancy ClarkNancy Clark commented  ·   ·  Flag as inappropriate

        One of our associations, CEUs are counted based on meeting attendance. Another association tracks specific requirements towards certification based on optional training sessions they attend during the annual conference.

      • itwm7719itwm7719 commented  ·   ·  Flag as inappropriate

        Hi,

        It is obvious that tracking CPU educational units is a big need for associates. And I see that WA ignores that fundamental requirements. I suppose because of technical misunderstanding of doing it. What I suggest for now is just to create a field in event, so an Admin could set necessary unites for an event. So, once we collect an event CPU units we can immediately create a report to see what courses a member participated and gained unites and at least manually calculate gained units. I think that it is very easy to accomplish and no time consuming to add such a simple field and let us collect CPD units from events. I think, this step is a very good beginning for us to resolve issue with CPD tracking.
        The second update is let WA automatically calculate if a user have a minimal cpd units to be a member. But this is the future of 2025 year. )

      • Jim VJim V commented  ·   ·  Flag as inappropriate

        Well this is very disappointing to me, one of the key functions I’ve been looking for CPE tracking.

      • Nick MooneyNick Mooney commented  ·   ·  Flag as inappropriate

        Is there a way that a function can be added to a members record which would allow then to record the events they attend as part of continued professional development (CPD).

        Ideally this could be in the form of a members calendar entry. Our membership have a minimum annual requirement to record CPD. At present we have to support a satellite website (picture attached to demonstrate the information collected) for them to be able to record this so that we can check their CPD ours before renewals.

        The calendar entry would need to record date, start and end time, course title and have a section for adding specific notes about the CPD event. This would seem to be similar to the basic information we would enter in recording an Event (but obvious doesn't require the rest of the Event capabilities).

        In an ideal world these calendar entries would be associated with the individual member number and visible to them only in their profile.

      • Larry WassonLarry Wasson commented  ·   ·  Flag as inappropriate

        Sorry if I don't understand and perhaps WA could enlighten us as too why this is so hard for WA to implement.

        After reading WA forum comments from 2008 it just seems like WA really doesn't understand how desperately needed this important feature is to offer users and potential users.

        This is the "work around" I presently use but it is of no help to our members because they can't see what I see. It also is very, very time consuming to provide this data to each member.

        First I use the "checked in" button to indicate that a member qualified for the CEUs offered by the event. So perhaps the "Checked In" button could be titled "Attended" or perhaps a "Completed" button could be added?? Or maybe WA has a better idea.

        Next, once an event is over, I change the event title from a "promo" name to a "CEU" name. For example, "4th Annual Educational Conference" became "Jan 17 2014 Conference 8CEU"

        Now for the results: In admin view click on members and select a member. Then click on Events and you will see a list of all the events for which the member was "checked in", AND each event title provides the number of CEUs earned.

        Now if WA would setup a way to print or export this data that would help a lot, but it would REALLY help if the same data could be seen, printed or exported by the member.

        This may not solve everyone's frustration but maybe it will get others to make suggestions and most important for WA to provide a desperately needed improvement.

        Best Regards,
        Larry Wasson

      • itwm7719itwm7719 commented  ·   ·  Flag as inappropriate

        Almost all-professional organization would benefit if Apricot add this functionality to its service!
        Education and its tracking is one of the main functions of PO. Tracking manually CEP hours and email notifications is very unnecessary tasks that could be put on system automatically!
        I see that “Donation engine” is almost solving CEP tracking in Apricot. And even the widget could be easily fixed to display a member`s units earned. It need minimum effort to add this functionality.

        So, if I do suggest all who are interested , please vote to this function. As I was said we need at least 10 votes of unique users to start developing CEP tracking in Apricot.
        VOTE FOR CEP TRACKING!!!

        http://prntscr.com/4pw3e1

      • Ann at ISHAAnn at ISHA commented  ·   ·  Flag as inappropriate

        I am looking for a way to resolve the issue for CEU tracking as well. It is critical that I get something integrated asap if this option isn't going to happen very soon. What stand alone applications would be recommended?

      • BillEBillE commented  ·   ·  Flag as inappropriate

        Having used many web platforms for our site over a couple decades, we've been on the WA platform for less than a year and love its ease of use, customizable themes, etc. We're looking forward to the enhancements in the new 5.0 platform. Within a year, however, our industry members may be facing a new state-adopted requirement for continuing education for licensing so this thread and possible add-on to WA's functionality is important to us.

        In addition to the features proposed by the Maine arborists, Lora and others, we may also need to track CEUs by broad categories. E.g., 6 credits in field X, 6 credits in field Y, 3 credits in field Z. We'll also need to track both members and nonmembers who take our courses, and have a way to produce reports upon which we can certify to the state that such and such people have taken the requisite CEUs.

        it seems the most useful way to go to serve different needs of WA clients is to have some # of customizable fields, and ability to customize sub-fields or groupings of data. Hoping this functionality rises up the food chain of development goals. I'd like to avoid having to go out and get this functionality in a stand alone application for our CEU purposes.

        Thanks,

        Bill

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