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.
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.
Aaron Whittenberger, CBAP, CSPO, AAC commented
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.
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
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
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.
Patrick Rodriguez commented
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
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.
Andrew Twarek P.E. S.E. commented
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.
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 (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
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
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.