The system can track two types of event credit categories on the Events Credits tab.
CPE Credits
Non-CPE Credits
Note: When using non-CPE categories, after adding the credit categories to the system, contact CDS support. The credit categories have to be flagged as non-CPE categories by CDS.
The Credit Hours listed on the Events file maintenance Name tab is the total CPE credit hours for the event.
If your association breaks the CPE credit hours down into categories, or you want to track non-CPE credit hours, that information is tracked on the Credits tab in Events file maintenance.
The example above is showing the setup if your association both breaks down the CPE credits into categories and tracks non-CPE credits. The first two categories, “Accounting and Auditing” and “Specialized Knowledge”, are the breakdown of the CPE credits. The third category, “CLE”, is a non-CPE category.
This example shows the setup if your association does not break down the CPE credits into categories but does track non-CPE credits. The first category, “CPE”, is the CPE credits. The second category, “CLE”, is a non-CPE category.
If you list credit categories on the Credits tab, the number of CPE credit hours listed on the Credits tab should not exceed the number of CPE credit hours listed on the Name tab.
If, for example, the system was set up with credit categories of:
Accounting and Auditing CPE Credit
Specialized Knowledge CPE Credit
CLE Non-CPE Credit
Fraud Non-CPE Credit
If credit hours on the Name tab were set to 8 and the Credits tab had:
Accounting and Auditing 5
Specialized Knowledge 3
CLE 4
Only the credit hours associated with CPE credit categories are looked at. In this case that is 5+3 which equals the 8 on the Name tab.
But if the Credits tab has:
Accounting and Auditing 5
Specialized Knowledge 4
CLE 6
You would receive a validation message saying the credits cannot exceed total event credits. In this case 5+4 is greater than 8 on the Name tab.
When a registration is entered the credits on the Events file maintenance record at that time are entered into the event ledger record for that registrant. All of the categories on the credits tab are recorded in the ledger record, regardless of whether they are CPE or Non-CPE credits.
So, in the examples above where the name tab had 8 in the credit hours field and the credit tab had
Accounting and Auditing 5
Specialized Knowledge 3
CLE 4
The event ledger for a registrant would show total credits of 8 and a credit breakdown of accounting and auditing 5, specialized knowledge 3, and CLE 4.
Note: These credits, once recorded in the ledger for a specific registrant, can be updated in a few ways. If the credits on the Events file maintenance record are changed you will have the option of updating the credits on existing registrations. Running the Reconcile Attendance routine. Going to the Event tab of the Names record, highlighting the registration to work with and clicking the in-place Edit button which gives you access to the ledger fields on the two tabs in the lower right.
Note: In the image above of the ledger information displayed on the Names Event tab, only the CPE credits are included in the Total Hours.
Credits for a conference can be setup to be calculated for each registrant from their session registrations. Do this by checking the Calculate Sessions box on the Credits tab of the Events file maintenance record. This tells the system to look at the credit information setup up on the Sessions tab Credits tab when assigning credit hours to a registrant.
Note: Any credit information setup on the Credits tab of the Events file maintenance record will be ignored when the Calculate Sessions box is checked.
On the Sessions tab assign credits for each breakout session on the Credits tab. Both CPE and Non-CPE credits can be assigned to a session.
If an event is setup to calculate registrant credits from the sessions, only breakout sessions are included, and all session registrants are given full credit. If a registrant should not receive full credit, after the event has been reconciled, edit the registrant’s credits by going to their Names file maintenance Event tab, highlighting the registration to work with and clicking the in-place Edit button.