CONTENTS - Continuing Education

Table of Contents

Overview & Reference

• Continuing Education Overview
• Continuing Education Statuses
• RECOMMENDED: Continuing Education Example: A Simple Setup
• Use Case: One Event, Multiple Components

Initial Setup

• Configure Continuing Education General Settings
• Configure Continuing Education Categories
• Set up Continuing Education Certificate Templates
• Set up Continuing Education Component Certificate Templates
• Set up Continuing Education/Certification Roster Templates

Set up a Continuing Education Program/Certification

• Create a Certification
• Create Program/Certification Components
• Create a Component — Exam
• Create a Component — Task
• Create a Component — Course
• Add Components to a Program/Certification

Set up Objectives (OPTIONAL)

• Create Objective Collections
• Objective Categories
  • Create an Objective Category
  • Create an Objective Sub-category
• Create Objectives
  • Create a Stand Alone Objective
  • Create an Objective in a Category/Sub-category

Continuing Education Enrollment

• Continuing Education Enrollment
• Enroll a Contact from the Continuing Education section using the Overview tabEnroll a Contact from the Continuing Education section using the Tracking page
• Enroll a Contact from the Contact's Profile
• Member Enrollment via the Info Hub
• Approve Continuing Education Enrollments
• Approve Continuing Education Components
• Decline a Certification Enrollment
• Associate Continuing Education Components to Events

Tracking Certification

• Enter Certification Results — Individually
• Enter Certification Results — Bulk Entry

Additional Resources

• Continuing Education Video Tutorials
• Code of Ethics, Fair Housing, and Continuing Education
• Real Estate Edition ONLY: Use Case — One Event, Two Components (Granting COEC and COEN Credits for a Single Class)