Associating continuing education credits to goals

The Performance administrators can 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 goal's due date and the date earned is on or after the goal's start date.

  1. Select Resources > Goals.
  2. Select a resource.
  3. On the Active Goals section, select and open a goal to associate to a continuing education credit.
  4. Click the Learning tab.
  5. In the Associated Continuing Education Credits section, click Associate and then select the continuing education credit to associate with the goal.
    Only continuing education credits with earned dates falling within the goal's start and due date range are visible and available for association.
  6. Click Submit.
  7. To disassociate a continuing education credit, on the list of the associated continuing education credit, select the continuing education credit to disassociate from the goal then click Disassociate and click Ok.