Setting up Education Credits for a Certification Program

Earning Education Credits may be a requirement for a Certification (or Re-Certification) Program. The credits can be tracked for organization or individual customers and is a similar process when set up for a product or event. The process for adding education credits to an event or session is described in this topic.

To set up education credits for a course, session, or event:

1. From the Event Profile, Edu Credits tab > Education Credits child form, click the ADD button. From the Session Profile, you may click Add Education Credit from the Actions menu.
2. On the Educational Credit Information form you can select the Credit Type that can be earned with this product. The Credit Type is required.
3. You can use the Notes field to describe the type of credit or add details about how the credit can be earned.
4. The Credit Value is the number of credits that can be earned with the product. The Credit Value is required.
5. The Credit Start Date is the date the credit can begin being earned. The current date is defaulted into this field. You can edit this value. The Credit Start Date is required.
6. If you have a deadline when a credit can no longer be earned, you can enter a Credit End Date. Most Credits will not have an end date. This field is not required.
7. Four additional fields may be used for tracking and reporting purposes, especially when self-reporting courses. They are:

   • Group Code

   • Course Code

   • Course Number

   • Sponsoring Org

Note that depending on where the education credits are added (at the product/event level or self-reported credit level) the labeling for them may change slightly as well.

For example, when adding education credits at the product level for an event, such as seen in the image above by clicking the Edu Credits > Education Credits child form, Add button, notice that the fields are given the Default label. This is to note that the fields in this case are the default code, number, org, etc. for the product/event.

When using the fields for self-reported education credits, however, the default label is removed. For example, from the Individual Profile > Education Credit child form, clicking the Add button will also show the same four fields added as seen below minus the default label.

This enables you to now track and organize your self-reported credits much the same way you would an event or product should you choose.

Additionally, the Course Code, regardless of where it is used, now appears on the Education Credits child form under the Certs tab on the Individual profile.

Once you have added the education credit to the event or product, you may then add that event or product to your Certification Program from the Events/Sessions tab.