The Suggested Courses feature helps you find courses that count toward your CE requirements. You can browse all suggested courses for a credential, or view courses tied to a specific requirement. This guide covers both….
The Attendance Records feature lets you upload a CSV file and automatically generate and email CE certificates to attendees. Follow the steps below. Step 1: Open Attendance Records From the top navigation menu, click Attendance…
This guide explains how to create saved searches using filters, apply saved search criteria, and remove saved searches when they are no longer needed. How to Create a Saved Search Step 1: Open Filters Click…
The View Report feature is your centralized reporting hub. It brings together data from Users, Credentials, Education, and Attendance into a single, summarized view. Instead of navigating across different pages, you can now see everything…
Follow this step-by-step guide to securely add other login details, such as for CE providers, certification providers, and other important third-parties, into your account within the CE App. Who has access to this and why…
As an administrator within the CE App, you have the ability to manage Educational Approvals, allowing you to review and approve Continuing Education (CE) submissions made by users. However, please note that the approval feature…
You’re an administrator at an organization within the CE App. Here’s how you can add other users as administrators for your organizations and give them similar permissions to yours. Add user to the org You…
You’re an administrator at an organization within the CE App. As an administrator within the CE App, you have the ability to manage other admins, managers, or secretaries within your organization. These individuals will have administrative…
If you want to Edit/Delete a CE/course in the CE App, here’s how you do it : 1. Pick a CE from Your CE List Click on “Track CE” in the header menu to go…
You’re an administrator at an organization within the CE App. Here’s how you can update (add, change, or remove) a license or credential for other users within your group. 1. Sign in as the user…
