Creating continuing education credits

You can create a continuing education credit and update it if necessary. You can also associate the continuing education credit that is earned or approved to a goal provided that it has a date earned.

The date earned must not exceed the due date of the goal and the date earned is on or after the goal's start date.

Select Growth.
Click the Continuing Education Credits tab.
Click Create.
Specify this information:

Provider

Select the continuing education provider.

Description

Specify a description for the continuing education credit.

Effective Date

Specify the date when the credits becomes effective.

Date Earned

Specify the date when you earns the certificate.

Expiration Date

Specify the expiration date of the credits.

Score

Specify score earned.

Credits

Specify the number of credits.

Associate With Goal

Select this check box to associate the continuing education credit to a goal.

This field is available only when you specify a date in the Date Earned field.

Goal

Select the goal to associate with the continuing education credit.

This field is available only if the Associate With Goal check box is selected.

Title

Specify the title of the document that you are uploading.

File

Select the document that confirms you earned the credits.

File Type

Specify the file type of the document you are uploading.

Comments

Specify comments.
Click Submit.
To update a submitted education credit, on the list of continuing education credits, right-click the credit to update.
Select update then edit the details in the fields, and then click Submit.
You cannot modify credits with Earned status.
To delete a submitted credit, right-click the credit and click Delete.
You cannot delete the credits with Earned status.
To associate the continuing education credits with a goal, on the list of continuing education credits select the credit then click Associate with Goal. Select the goal to associate with the continuing education credit and click Submit.
When associating a continuing education credit that is associated with another goal, the new goal disassociates the existing goal from the continuing education credit.