From creating new credit types to printing a member's education report, here's the full flow for managing continuing education in Novi:

All of your credit types can be found under Events > Credit Types. You can find the full instructions for setting up credit types here.

The Instructors list is also located under the Events tab. You can designate any records on this list as the Instructor for particular event tickets.

Additionally, Instructors have an extra field in their member profile where they can enter their signature. This signature can then appear on credit certificates associated with events they've led.

Learn more about instructor management here.

After creating credit types and/or identifying your instructors, you can start awarding credits to members in two ways:

In the first scenario, you simply attach credits to particular event tickets. Then, anyone who...

...will automatically receive the associated credits!

Learn how to attach credits to event tickets and mark individuals as attended here.

If you need to award credits that aren't associated with an event, you'll need to do it manually from the member's timeline. Learn how to manually add credits here.

After a member receives credits, they will have an education report that is accessible from both their Member Compass (on the frontend) and their member record (on the backend). This will contain information on which credits they've earned, as well as which instructor - if any - supervised the process.

You can find the full instructions for emailing/printing education reports here.