Adding and Managing CEUs to Profile

Introduction

Once you have created your CEU credit types, you can:

• Add CEUs to an event item. If a profile registers for the event, choosing that event item, and is recorded as having attended, then the CEU will be automatically added to that profile.
• Manually add CEUs to the profile for cases outside of events. Before you can do this, you need to set up Certification Activity Sources.

In this article, we will go over the steps of manually adding a CEU to the profile.

Adding a CEU

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

3. Click 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/expiration setting tied to it, you'll see the expiration date automatically calculated 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.