The continuing education transcript tool lets you view and add education credits to a member's profile. Your members can also access, add to, and export their own education history.
On this page
- Video tutorial
- Adding credits to multiple profiles
- Accessing a member's education history
- Adding credits to a single member's profile
- Giving members access to their education history
- Placing a global footer on exported transcripts
- Accessing a transcript
- Uploading a certificate
- Filtering credits and exporting a PDF
Video tutorial
This article provides step-by-step instructions for the continuing education transcript tool. To see the full process demonstrated instead, watch the video below:
Adding credits to multiple profiles
Go to your Profile List and tag each profile you want to add continuing education credits to. To narrow down the list with an advanced search, see Profile List. Select Actions, then Add Education Credit.
Add the continuing education details. What you enter here populates in every profile you've tagged. Event/Session Name and Date Range are required. If your event is one day, select the same date in each dropdown menu.
To add, edit, or delete a category, select Manage Categories. Then add, edit, or delete credit categories. Select Add CE Credit to return to the previous screen.
Select SAVE when you're finished.
Accessing a member's education history
Go to the member's profile, then select the Continuing Education tab. View, edit, or delete the details of any Event/Session, or add continuing education credits.
Adding credits to a single member's profile
In the member's profile, select the Actions menu, then Add Education Credit. Enter the details for the education credit. The information populates in the member's education tab as a new Event/Session.
Giving members access to their education history
Give members access in either of two ways:
1. Go to Database > Profile Views and toggle on Enable Continuing Education Tab. The Continuing Education tab shows in the member's profile.
2. Alternatively, create a menu item that displays members' continuing education credits on a separate page. Go to Website > Menu Items, select the menu you want to add the item to, then select New. Select Other > Continuing Education to configure a link that shows members their transcript after they log in.
Configuring link details and permissions
Set the title, location, and group permissions for your continuing education link. The link appears on the front end of your site for members in the appropriate group. If a member selects the link while signed in to their account, it displays their personalized continuing education transcript.
To let members add their own continuing education credits to the transcript, set the toggle under Parameters (Member View) to Yes. By default, it's set to No.
Placing a global footer on exported transcripts
To include a footer on your continuing education transcripts, go to Settings Menu > Account Settings, scroll down, and enter footer text. Select SAVE when you're finished.
Accessing a transcript
Your member signs in to your website, then selects the Continuing Education tab or link. Members can add education credits if enabled, and edit credits they've added to their account at any time.
Go to Database > Profile Views to toggle members' ability to add and edit education credits from their member profile.
Uploading a certificate
Members can upload a certificate to accompany the credits they add to their transcript. Once saved, they can download or replace the certificate from their transcript page.
Filtering credits and exporting a PDF
Members can filter their list by date range, category, and who added the credit (admin or self). Then, they select Export PDF to download a PDF of their list.
For more about importing continuing education credits from a .csv file, see Continuing education credit import.