Thank you to everyone for the feedback on this idea. Your examples of how you track credits today shaped what we built first.
Continuing education tracking is in final testing, and the first release is coming soon.
In short: administrators will be able to record members' continuing education credits manually in WildApricot, and members will be able to see their own credits. These were the two most requested needs in this thread.
More specifically, here is what the first release will include.
For administrators: every credit in one place, on the contact's record
A new Continuing education tab on each contact record. You add credits there by hand, and can edit or delete them. This includes credits earned outside WildApricot and credits for non-members.
Each credit holds the activity, number of credits (decimals allowed), category, "valid since" date, optional expiration date and a certificate link.
Your own credit categories (for example Ethics, Technical skills), set up once in Global settings → Members → Continuing education.
Totals of valid credits for each contact, overall and by category. Expired credits are not included in the totals.
Export of a contact's credit records.
For members: their own standing, any time
A read-only Continuing education tab in the member's profile.
Members see their credits, status, total valid credits by category and links to their certificates.
Also in this release: connect your LMS and sell courses
Connect a third-party learning management system (LMS) to WildApricot through our new API. The integration covers the full course flow:
Sell your courses. Courses from your LMS are added automatically as products in your WildApricot online store, so you can sell them to your members. It's a new source of revenue for your association.
Give access on purchase. When a member buys a course, it's activated for them in your LMS.
Record credits on completion. When the member completes the course in your LMS, their credits are added to their Continuing education record in WildApricot automatically.
We’re aiming to release it by the end of the year. Dates may still move as we finish testing. We'll post here when it's live.
We'll work on other use cases from this thread in the following releases.
Thanks again for the feedback,
Gleb Kamenetsky
Thank you to everyone for the feedback on this idea. Your examples of how you track credits today shaped what we built first.
Continuing education tracking is in final testing, and the first release is coming soon.
In short: administrators will be able to record members' continuing education credits manually in WildApricot, and members will be able to see their own credits. These were the two most requested needs in this thread.
More specifically, here is what the first release will include.
For administrators: every credit in one place, on the contact's record
A new Continuing education tab on each contact record. You add credits there by hand, and can edit or delete them. This includes credits earned outside WildApricot and credits for non-members.
Each credit holds the activity, number of credits (decimals allowed), category, "valid since" date, optional expiration date and a certificate link.
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.
CE
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.
Regards,
Justin Loranger