Intro: What is it?
The Oasis Continuing Education Transcript allows you to view, add to and maintain your members' earned educational credit hours at the profile level. Additionally, CE Transcript empowers your members to access, add to and export their educational history on demand.
Adding CE Credits to Multiple Profiles
First, you can tag profiles to which you would like to add Continuing Education hours (CEs), either by clicking manually or through an advanced search. After your list of profiles is tagged, click Actions and then Add Education Credits.
Fill in CE Details
Here, you can add the CE details. Keep in mind that what you enter here will populate to all of the profiles you tagged in previous steps. Required fields include Event/Session Name and the Date Range. If your event is only one day, simply choose the same date in both boxes.
PRO TIP: If you need to add, edit or delete a new CE category, click "Manage Categories" first.
From there, you can add, edit or delete credit categories. Once done, click Add CE Credit to get back to entering the credit details.
Enter credit details and click Save to add credits to selected profiles.
Member Education History
By clicking on the Continuing Education tab inside a profile, you can view, edit or delete the details of any CEs that exist for that member. You can also add credits from the admin profile view (see next section).
Adding Courses to One Profile
You may want to add one or more CEUs to a member profile. To add one or more CEUs to a member profile, go to the Actions menu and click Add an Education Credit.
Once again, you can add the credit hour details here. What you enter here will go directly to this individual's profile.
Enable members to see their CE Transcript
To enable access for your members to their personalized continuing education transcripts after logging in, you will need to add a menu item on the front end of your website. Go to Website >> Menu Items >> Main Menu. Click on New to add a menu item. Then, click Other and Continuing Education to set up the link that will allow your members to see their transcript after logging in.
Configure Link Details and Permissions
Here, you can set the title, location and group permissions for your Continuing Education link. This link will appear on the front end of your site for members assigned to appropriate groups. If a member clicks on the link while signed into their account, it will show them their personalized CE Transcript.
PRO TIP: If you want your members to be able to add their own CEs to the Transcript, make sure the toggle under Parameters (Member View) set to "Yes." By default, it is set to "No."
To view the Help documentation outlining the front-end member experience, click here.
To view the Help documentation addressing how to import a continuing education credit .csv file, click here.