Defining and marking CEU attendance on the web

CEU types need to be defined in the Staff site before they become available for use. To define the CEU types, do the following:

1. From the Staff site, go to Settings > Utilities > General lookup tables.
2. Click Add new table.
3. Enter CEU_TYPE as the Table name.
4. Enter values for Code and Description.
5. Click Save & Continue, then Close the window.
6. From the General tables drop-down select CEU_TYPE.
7. Click Add new rows to create additional rows as needed for the CEU_TYPE table.
8. Click Save & Continue, then Close the window.

Using the Event Display content item, staff users can define CEUs and CEU types for event registration options and program items. This means that staff can award CEUs and mark attendance for program items and registration options once these items are defined.

To define CEUs and CEU types for event program items and registration options, do the following:

1. From the Staff site, go to Events > Find events and open the event.
2. In the event showcase, click Edit.
3. Navigate to the event program item or registration option for which you want to define CEUs and CEU types.
4. Select the Award continuing education units to attendees when event is closed checkbox.
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5. Choose the Continuing education type from the drop-down.

Note: Continuing education types need to be defined before they can be selected from this drop-down. If CEU types are not defined, this drop-down will be hidden and only the Units to award can be defined.

6. Enter the Units to award.
7. Click Save.

The Update Attendance button will now display in the event program item and on the event-specific dashboard. See Marking attendance for more information.

The Update Attendance button allows staff users to mark attendance for event attendees, and manage the associated CEUs. The Update Attendance button is configured with the Event Update Attendance content item located in the Offering gallery.

Configuration options

If the Event Update Attendance content item is used on the Registrants tab or on an event program item, it is not necessary to configure it. However, if the content item is to be used outside of the specified areas, it must be configured.

Staff users can tailor display options for the Event Update Attendance content item by configuring the following options:

• Event key: Enter the event code associated with the event you want the content item to be displayed on.
• Mode:
  • Overall event: Select this option if you want the content item to be used for the event itself.
  • Specific function: Select this option if you want the content item to be displayed only on a registration option or program item.

    • Function Key: Enter the code associated with the event registration option or program item.

Note: Both the Event key and the Function key need to be defined for the Specific function mode.

Once CEUs have been defined for an event registration option or program item, a staff user can mark attendance for that event.

The Update Attendance button opens the Update Attendance window, where the staff user can mark attendance for all registrants by choosing to Mark All Attended or Mark All Absent. Either of these options applies to all registrants of that event program item. Registrant attendance can also be individually marked.

When a registrant is marked as Attended, the value that was initially defined in Units to award will populate the Units field. The value in this field can be adjusted. If a registrant was previously marked as an attendee, but later marked as absent, the value in the Units field will be cleared.

Marking attendance for a program item

To update attendance for a program item, open the program item and click Update Attendance.

Marking attendance for a registration option

To update attendance for a registration option, navigate to the event, click the Registrants tab, then click Update Attendance.