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Adding a CEU Credit

Modules>CEU>CEU Credit>Add CEU Credit

CEU or Continuing Education Unit Credits are awarded to individuals based on attending an Event and/or Session, a Certification Course, or purchasing Merchandise or Subscriptions.

CEU credits can be added manually or by the Generate CEU Credits process.

To add a CEU Credit, complete the following steps:

  1. Expand the Module Menu and click the CEU hyperlink to go to the CEU module.
  2. Click the CEU Credit group item.
  3. Click the Add CEU Credit hyperlink. The Add - CEU Credit page appears.
  4. Complete the following fields as needed:
Field Name Required? Description
sort name Yes Enter a few letters of the individual's name to which you wish to add the CEU Credit in the sort name field and click the Search icon. This will present you with a list of individuals matching the search criteria you entered. Click the name of the individual to whom you wish to add the CEU Credit.
product No
  • To grant a CEU Credit for a product purchase, select the product that you will be granting credit for from the product drop-down. If you do not see your product listed in the drop-down, this means that you have not set-up CEU credit for the specific product that you want to grant credit for which must be completed first CEU credit can be granted when it is purchased.
    • course No To grant a CEU Credit for a attending a Course, select the Course that you will be granting credit for from the Course drop-down. If you do not see your Course listed in the drop-down, this means that you have not set-up CEU credit for the specific Course that you want to grant credit for which must be completed first before CEU credit can be granted when it is attended.
    event No

    To grant a CEU credit for a attending an event and/or corresponding event session, select the event that you will be granting credit for in the Event drop-down. If you do not see your event listed in the drop-down, this means that you have not set-up CEU credit for the specific event that you want to grant credit for which must be completed first before CEU credit can be granted when it is attended.

    Note: CEU credits for events are affected by the value of the earn ceu on field in the event, and the EventRecognizeCEU system option. The default earned-on date for manually added credits is the event start date. For more information, see Setting an Earn CEU Date for an Event.

    session No

    The session field will automatically populate with the name of the session associated to the Event chosen above. If no session appears it means no session with CEU Credit was associated to the previously selected event.
    credit type Yes CEU credit types are defined during Certification Setup. The credit type field will populate automatically to correspond with the type of CEU (product, course, or event) you are granting credit for. For example, if you select a product in the product drop-down, the associated CEU Type that you defined for products during Certification Setup will automatically be selected in the Credit Type drop-down. If you select a Course in the course drop-down, the associated CEU type for the specific course will be selected in the Credit Type and so forth.
    credit Yes When creating courses, events, sessions, and so forth, the number of credit hours each one is worth is defined. When you select the corresponding CEU Credit that you are granting, the number of credit hours it is worth will automatically be populated in the credit field.
    program code No When granting credits linked to a Certification Requirement, the Certification Program it is associated to will be selected in the program code drop-down. You may also choose to link it manually if desired by choosing a program in the program code drop-down.
    country No

    Expand the country drop-down menu and select the country where this credit is recognized.
    state No Expand the state drop-down menu and select the state where this credit is recognized.
    region No Expand the region drop-down menu and select the region where this credit is recognized.
    Important! The country, state, and region fields are used when the CEU Credit being granted has geographical restrictions. For example, medical or legal credits may only be valid in a specific country, state, or region.
    1. Click the Save button to add your CEU credit.

      2. This will open the CEU Credit Profile for the individual to whom the CEU Credit was added.

    Tip: CEU Credits must be added to products, courses, and/or events before credit can be awarded for purchasing or participating in them.