Whether you use Novi for all of your events or not, you can keep track of members' continuing education credits on their records, allowing admins and members to pull a CEU report for all credits earned - no matter where the event registration was hosted.
If you offer multiple categories of continuing education credits, you can add custom CEU Types to your site!
If you need to manually add credits to a member's record because the credit is not being earned via an event ticket in Novi, keep reading to learn how!
How to add CEU Credits to a Member Record
Please Note: This process should only be used if the credits are not already being tracked on an event ticket within Novi. Also, credits entered using the steps below will automatically be considered as "earned" and will appear on CEU reports.
1. Navigate to the person's record on the backend. Remember, only people can attend events and earn CEU credits.
2. In the top right corner, click the New drop-down and select Activity.
3. In the "Add Activity" pop-up modal, enter the information below.
Click the CEU option.
Using this activity type will add an entry on the Events tab of the member's record and will also be listed as credits earned on their CEU report.
Defaults to CEU, but you can change this if needed.
This will be the name listed as the Event Name when viewing this entry on the Events tab of the member's record and also on their CEU report.
Enter the date the credit(s) were earned.
This will show as the Event Date when viewing this entry on the Events tab of the member's record and also on their CEU report.
Optional field for additional information.
Text entered here will not show on the CEU report.
Confirm the correct person is selected.
Note that manual CEUs can only be added to existing member records (but their membership status does not matter). This means, if the person does not have a record yet you will need to create one before you can add this activity.
Enter the number of credits earned.
Optional field - can be left blank.
You can select one or more types - note that only custom CEU Types that are set to Active will be available in this field.
This information will show on the Events tab of the member's record and will also be included in the member's CEU report.
Once all the information above has been added in the modal, click the Save & Close button.
To check your work, refresh the page and then head over to the Events tab on the member's record to see the new CEU entry.
Note that the Purchase Date and Attended columns (on the Events tab) will not have values for CEU credits that are entered manually via an activity. These columns only have values for event registrations entered in Novi.
If you need to make any changes, click the Edit link in the Action column (on the Events tab) OR go to the Timeline tab and use the icons on the right side of the activity to edit or delete the entry.