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Larry Wasson

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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…
    Larry Wasson supported this idea  · 
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    Larry Wasson commented  · 

    Sorry if I don't understand and perhaps WA could enlighten us as too why this is so hard for WA to implement.

    After reading WA forum comments from 2008 it just seems like WA really doesn't understand how desperately needed this important feature is to offer users and potential users.

    This is the "work around" I presently use but it is of no help to our members because they can't see what I see. It also is very, very time consuming to provide this data to each member.

    First I use the "checked in" button to indicate that a member qualified for the CEUs offered by the event. So perhaps the "Checked In" button could be titled "Attended" or perhaps a "Completed" button could be added?? Or maybe WA has a better idea.

    Next, once an event is over, I change the event title from a "promo" name to a "CEU" name. For example, "4th Annual Educational Conference" became "Jan 17 2014 Conference 8CEU"

    Now for the results: In admin view click on members and select a member. Then click on Events and you will see a list of all the events for which the member was "checked in", AND each event title provides the number of CEUs earned.

    Now if WA would setup a way to print or export this data that would help a lot, but it would REALLY help if the same data could be seen, printed or exported by the member.

    This may not solve everyone's frustration but maybe it will get others to make suggestions and most important for WA to provide a desperately needed improvement.

    Best Regards,
    Larry Wasson