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Nick Mooney

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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…
    Nick Mooney supported this idea  · 
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    Nick Mooney commented  · 

    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.