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Aimee Devereaux

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    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…
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    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.