Navigate to the Control Panel > Club Tab > Website Modules > Continuing Education.
Your tab may be labeled differently depending on your organization type.
Credit Type Categories
Click Configure > Credit Type Categories.
Your Category may be labeled differently depending on the keyword you chose in Options.
Click Add Category.
Specify the name and description and whether this category is currently active.
You can also specify the maximum number of credits that can be earned within this category. Some associations allow members to earn credits in general categories such as office management and accounting, separate from professional courses. But there might be a limit in how many credits can be earned from such general categories.
You can only delete a category if no credit types are assigned to it.
Credit Types
Click Configure > Credit Types.
In the ClubExpress model, members submit requests to receive credits based on the classes they attend, the work they do, their publications or activities, etc. It’s up to each association to define how members can earn credits. Submissions need to be approved before the credits are awarded.
Click Add Credit Type.
Specify the credit type and category and some descriptive text.
If the credit type is some form of training class, you can enable Pre-approved Courses, to allow members to select a class that has already been approved.
The system supports up to 4 prompts, each of 200 characters, and one longer text prompt of up to 1000 characters. Use these to collect the information on each request so as to allow you to properly evaluate the request.
For each credit type, you can also specify whether the start and finish dates should be shown. These might not apply to a published article but they might apply to work experience or service on a committee.
Another option is to allow members to enter the number of hours worked or attended. Again, this option might not apply to a published article but it might apply to a class attended (how long was it) or volunteer time spent educating students about careers in that professional field.
For some credit types, you can allow members to request a higher (or lower) number of credits than the default, perhaps based on the sophistication of a class or the time spent on a volunteer activity. As noted above, requests for credit are always subject to approval.
If an event carries a continuing education credit, the event category is automatically added as a credit type under the Default credit type category.