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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87 comments
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Dmitry Buterin commented
Pat, no, it has not been implemented - that's why it is still here on the Wishlist forum.
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Pat Green
commented
I know that this thread is very old but just wondered if the continuing education credit tracking function was ever implemented. Thanks in advance for the information.
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Justin Loranger
commented
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.
Regards,
Justin Loranger
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Justin,
Our current reporting system can not do what you have describeвб sorry.
Given that CEU is a common thing for many associations and associations is the largest segment of non-profits for our platform, I would appreciate more details on how this should ideally work - and then we come up with ways to deal with it - via new custom functionality or tweaking existing functions to enable a decent workaround.
In any case, in the short term we do not have a good way to support tracking CEUs - so this will have to be done with manual workarounds.
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Justin Loranger
commented
I have another thought about making this work, without really knowing your product. Which, by the way, seems to be the best of it's breed both in functionality and pricing, from what I can see so far in my research.
Anyway...
Can you have custom fields for an event, say CEU and and expiration date? Then I could report against an a member and see what events they have attended and calculate their CEUs from that.
So my real question, is how robust is your reporting? Can I run a report against members to see what events they have attended? Can I modify/customize a report to perform calculations, including date math?
Regards,
Justin
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I see, thank you for the details.
I would really aprpeciate if other users would weigh in on this.
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Justin Loranger
commented
Good morning.
We are not currently a subscriber, but we may be looking for a solution in the near future. But, similar to the original poster, the requirements would be...
We are a professional organization where each member is required to be licensed by the state in order to provide professional services for a fee. There is a change proposed, by our state, that would require each person licensed to obtain a certain number of "continuing education credits" (CEUs) in order to maintain their license. I would need to be able to track what class was taken on what date and how many credits were earned for it. These credits would also expire after some period of time, one-three years possibly.
I am thinking of a table with 6 columns, the member, the class, date of class, credits earned, expiration date, and an ID field.
I would be happy to provide any additional detail you want. This service looks like a promising choice for our organization, should the state (Maine) make the proposed changes.
Best regards,
Justin Loranger
Maine Arborist Association
