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Associations: set up learning credits for members

Elizabeth
  • Updated

Award learning credits automatically for completed training

When association members complete professional development activities you can award them the credits associated with the courses.

Availability: all customers on request

Set up credits for CPD, CEU, CME or any other professional development system, and add those credits to any course on the portal. Add custom credits for development systems not listed by default.

You can also award credits for external events like conferences or in-classroom training.

See Associations and membership types: overview and setup for background about setting up Associations. 

Create learning credits in the portal

These credits apply across the portal.

  1. From main navigation go to Settings > Association Settings > Learning Credits. LearnUpon provides a default credit as an example.
  2. Select Add Learning Credit.
  3. Select an existing learning credit name from the dropdown menu, or enter a name in Learning Credit Name.
  4. In Abbreviation, include an abbreviation for the credit name: LearnUpon shows this abbreviation in course descriptions and reports.
  5. Save to finish.

screen_shot_add_learning_credit.png

Your credits appear in the Credits page. See the screenshot for an example.

sample learning credits.png

Add learning credits to a course

From the Courses menu, you add learning credits to the courses which contribute to your association's professional development system.

  1. From main navigation go to Courses > your course name.
  2. Select Certs and Credits.
  3. Enter values for the learning credits which apply for this course.
  4. Save to finish.

screen_shot_credit_totals.png

Disable credits

If required, you can disable any default credits that you're not using on the portal. Disabling a credit means it doesn't appear as an option for courses. You can restore it as required.

When any course on the portal uses a listed credit, you can't disable it. 

  1. From main navigation go to Associations > Learning credits.
  2. From Learning Credits Offered, select your credit.
  3. From More (aka 3-dot menu) > Disable.  

The application refreshes and displays the updated list of credits.

Delete credits

You can delete custom credits - the credits you added directly to the portal. You can't delete default credits that appear in the portal.

When any course on the portal uses a listed credit, you can't delete it. 

  1. From main navigation go to Associations > Learning credits.
  2. From Learning Credits Offered, select your custom credit.
  3. From More (aka 3-dot menu) > Delete.  

The application refreshes and displays the updated list of credits.

Add a certificate

If learners receive a certificate for completing this course, you add a link to that certificate from Certs and Credits.

You need to set up certificates on the portal first, for certificates to appear in the dropdown menu. See Set up course certificates for the whole process. 

See:

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