Navigate to the Control Panel > Club Tab > Website Modules > Continuing Education.
Your tab may be labeled differently depending on your organization type.
Click Configure > Options.
General
- Specify the Keyword in both singular and plural for points, credits, or units used in your association.
- Specify the number of Active Months back that credits are counted when a certification application is being reviewed.
- Specify the number of Renewal Days before a certification expires when members will see a renew link and receive a reminder email.
- Choose the mailing list category to apply to applicants when they apply for a certificate
- Determine if you'll allow certificate expirations to be extended and, if so, how many days a certificate can be extended at a time.
- Determine if you'll allow participants to roll over their credits and how many months they can roll over.
- Specify whether Pre-Approved Courses should be shown.
- If the Approved Credits needed for renewal option is checked, members cannot renew their certification until they have entered sufficient credits and these credits have been approved. If this option is not checked, members can renew their certification before entering credits, but the association will not approve it until the credits have been recorded.
- In the Event Categories list, click one or more event categories that can be used to accumulate credits. For example, credits might be earned by attending seminars and conferences but not by attending social events. To select multiple entries, use the [Ctrl] and [Shift] keys in the standard ways.
- Specify how many Event Days Back that members can earn credit for attending an event in one of the permitted categories.
- The Next Certificate Number is incremented automatically as certificates are issued. You can specify the seed value.
- If you import course credit data, select the Additional Member Data field to be used to link upload records to a member.
- Specify the Contact Person who manages your association’s certification and continuing education programs. The system will send various confirmation emails to this person (for example, when a certificate application is filed or when members enter credits that need approval.)
Display
- Hide the Expiration Date for your Credits when users access them from their member profile.
- Display Admin Notes to users from within their member profile.
- Decide whether certifications should be shown on the member’s Bio screen.
- Check the Certification before Profile Access box if members must be certified before they will see the Continuing Education option on their personal Profile screen.
Financial
- Specify the late fee for both members and non-members. This fee is applied whenever a certificate is renewed after it has expired.
- Default Financial Account specifies the financial account that will be used for certificate application and renewal fees. This account can be changed for each fee type.
- Select the applicable Tax Rate, if general sales tax is enabled.
Financial Accounts can only be used to direct payments to multiple bank accounts if you are a ClubExpress Premium Payments user.