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BillE

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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…
    BillE supported this idea  · 
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    BillE commented  · 

    Having used many web platforms for our site over a couple decades, we've been on the WA platform for less than a year and love its ease of use, customizable themes, etc. We're looking forward to the enhancements in the new 5.0 platform. Within a year, however, our industry members may be facing a new state-adopted requirement for continuing education for licensing so this thread and possible add-on to WA's functionality is important to us.

    In addition to the features proposed by the Maine arborists, Lora and others, we may also need to track CEUs by broad categories. E.g., 6 credits in field X, 6 credits in field Y, 3 credits in field Z. We'll also need to track both members and nonmembers who take our courses, and have a way to produce reports upon which we can certify to the state that such and such people have taken the requisite CEUs.

    it seems the most useful way to go to serve different needs of WA clients is to have some # of customizable fields, and ability to customize sub-fields or groupings of data. Hoping this functionality rises up the food chain of development goals. I'd like to avoid having to go out and get this functionality in a stand alone application for our CEU purposes.

    Thanks,

    Bill