Adding and Managing CEUs to Profile

Introduction

For information on how to add and manage CEU credit types, Click Here.

Once CEU credit types have been created, they can be added to the following:

• Event item:  If a profile registers for the event, chooses that event item, and is recorded as having attended, then the CEU will be automatically added to that profile.
• Profile: Manually add CEUs to the profile for cases outside of events. Certification Activity Sources must be set up before adding to profile.

Adding a CEU

1. Find and open the profile.
2. Scroll down to the "CEUs" panel.

3. Select Add a CEU (on the right).

4. Select a Source.

5. For the Date, enter the date that this CEU was earned.
6. For the Type, select the CEU Type.
7. For Credits Earned, enter the total number of credits earned.
8. Click Save.

If the CEU Type that you selected has a number of months or an expiration setting tied to it, the expiration date automatically calculates based on that: Date + number of months that the CEU is valid (accreditation period). This will be blank if the CEU does not expire.

Editing a CEU

1. Find and open the profile.
2. Scroll down to the "CEUs" panel.

3. Next to the CEU, click Edit.
4. After making the desired changes, click Save.

Deleting a CEU

1. Find and open the profile.
2. Scroll down to the "CEUs" panel.

3. Next to the CEU, click Delete.
4. Click Delete to confirm.