NOTE
Your Conference365 site has been set up to issue regular Continuing Education credits. Medical Credits (CMEs) and CLEs are a functionality that can be turned on for an additional fee. To have this turned on for your site. Please email [email protected]
- Following the steps from “How do I add a Component to my Product,” add the “Credits and/or Certificate” or “Medical Credits and/or Certificate” component type to your product andgive your Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Certificate,” “Credit,” or “CE and Certificate.” Keep in mind, the description will also be visible on the Product page. For example, if the title was “Certificate” your description may be “Print your certificate of completion now.”
- If you are only issuing Credits (no certificate):
- Select which Components are required to earn credits from the “Requirements to Earn Credits” drop-down menu. You must select a minimum of one component as a requirement and can up to any amount that are required.
- Once you have selected the required Components, click the “Grant Credits” option on the “Credits” line. Enter in the number of credits users will earn, as well as the Credit Type (i.e. Credit Hours, CEs, etc.). The Credit Type will display on the user certificate and/or transcript. Click “Update” once finished entering credit information. (Note: you can edit the credit decimal amount under Settings – General.)
- If you are only issuing a Certificate (no credits)
- Select which Components are required to earn credits from the “Requirements to Earn Credits” drop-down menu. You must select a minimum of one component as a requirement and can up to any amount that are required.
- Select “Printable Certificate” and fill out the “Name of Program” and “Location” fields. For the date, you have the option to select a specific date on the certificate that will display for your users, or you can select the checkbox labeled “Automatically Fill With Earned Date of Credits/Certificate” and the date the user earns the certificate will automatically fill in on their certificate.
- Click the “Preview” button for a preview of what the certificate will look like for your users. Click “Update” once finished entering certificate information.
NOTE
If you forgot to edit your Certificate Template or notice anything off, remember that you can access and edit the template by going to Settings à Basic Site Editor à Certificate Template.Replace Me
- If you are issuing both Credits and a Certificate
- Select which Components are required to earn credits from the “Requirements to Earn Credits” drop-down menu. You must select a minimum of one component as a requirement and can up to any amount that are required.
- Once you have selected the required Components, click the “Grant Credits” option on the “Credits” line. Enter in the number of credits users will earn, as well as the Credit Type (i.e. Credit Hours, CEs, etc.). The Credit Type will display on the user certificate and/or transcript.
- Select “Printable Certificate” and fill out the “Name of Program” and “Location” fields. For the date, you have the option to select a specific date on the certificate that will display for your users, or you can select the checkbox labeled “Automatically Fill With Earned Date of Credits/Certificate” and the date the user earns the certificate will automatically fill in on their certificate.
- Click the “Preview” button for a preview of what the certificate will look like for your users. Click “Update” once finished entering certificate information.
NOTE
If you forgot to edit your Certificate Template or notice anything off, remember that you can access and edit the template by going to Settings à Basic Site Editor à Certificate Template.
- If you are issuing CME’s (Continuing Medical Education credits)
- Please note that CME’s are a separate credit Component type from regular Continuing Education Credit Components and may not be active on your Conference365 site. CME component types allow users to select the specific type of credit they are claiming. If you need to issue CME’s on your site and do not see the “Medical Credits and/or Certificate” Component type, please email [email protected]
- Select which Components are required to earn credits from the “Requirements to Earn Credits” drop-down menu. You must select a minimum of one component as a requirement and can up to any amount that are required.
- Once you have selected the required Components, click the “Grant Credits” option on the “Credits” line. The click “Add Credit Type.” Both the name and number of credits fields are required. All additional fields are options. You can add as many credit types to each product as needed.
- Select “Printable Certificate” and fill out the “Name of Program” and “Location” fields for the certificate for each credit type. For CME’s, the date that appears on the user’s certificate is the date they claimed the credits.
- Click the “Preview” button for a preview of what the certificate will look like for your users. Click “Update” once finished entering certificate information.
NOTE
If you forgot to edit your Certificate Template or notice anything off, remember that you can access and edit the template by going to Settings > Basic Site Editor > Certificate Template.
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