Tracking and reporting of continuing education credits

Purpose

1.1. Automate the end-to-end process of monitoring, recording, and verifying each learner’s continuing education (CE) credits to ensure compliance with regulatory, accrediting, and organizational requirements.
1.2. Facilitate timely and accurate reporting to governing bodies, simplifying audits, renewals, and documentation for both students and administrative staff.
1.3. Provide real-time dashboards and notifications for learners, instructors, and administrators about CE credits earned, pending, or required.
1.4. Integrate with course completion sources, assessment systems, and external reporting portals to centralize and synchronize all CE credit data flows.
1.5. Enable automated alerts for expiring or incomplete credits, and generate compliance certificates or renewal documentation.

Trigger Conditions

2.1. Recording a course or module completion event in the LMS or training management platform.
2.2. Submission of successfully graded assessments or post-tests linked to CE credits.
2.3. Instructor or administrator approval of learning activity for credit eligibility.
2.4. Scheduled periodic checks for credits earned, pending, or expiring within a set timeframe.
2.5. Upload/import of attendance or participation data from external providers or events.

Platform Variants

3.1. Salesforce
- Feature/Setting: Create automated Workflows — configure Process Builder to trigger on CE credit record changes, integrate via REST API for external reporting.

3.2. Microsoft Power Automate
- Feature/Setting: ‘When a new row is added/modified’ in Dataverse or SharePoint, trigger HTTP actions to update credit databases.

3.3. Moodle
- Feature/Setting: Configure Event Monitors and Webhooks to trigger scripts on course completion, use REST API for external sync.

3.4. Canvas LMS
- Feature/Setting: Use Webhooks for course/grade completion, trigger credit updates and external reporting via API endpoints.

3.5. Google Sheets
- Feature/Setting: ‘On Edit’ triggers in Apps Script; append CE data to logs, auto-sync with reporting databases via Sheets API.

3.6. HubSpot
- Feature/Setting: Workflow triggers on contact property changes (CE credits earned); use Custom Code Actions for API sync to compliance software.

3.7. Zapier
- Feature/Setting: “New Task/Record” triggers from CE tracking sources; auto-push to compliance dashboards or government portals using Webhooks.

3.8. Slack
- Feature/Setting: Workflow Builder to notify users on CE status; integrate bot to fetch and display credit summaries via Slack API.

3.9. ServiceNow
- Feature/Setting: Business Rule triggers on learning record creation; use IntegrationHub for outbound CE data sync.

3.10. SAP SuccessFactors
- Feature/Setting: Intelligent Services to trigger on Course Completion, auto-send CE data via OData API to compliance repositories.

3.11. Workday
- Feature/Setting: Business Processes for learning events; outbound custom reports sent via Workday Web Services (WWS) API.

3.12. Adobe Learning Manager
- Feature/Setting: Completion triggers to update CE credits; automate report generation and delivery via REST APIs.

3.13. Thinkific
- Feature/Setting: Webhooks for course completion; trigger external reporting flows using Thinkific API.

3.14. Microsoft Outlook
- Feature/Setting: Calendar event triggers upon completion webinars; use Microsoft Graph API for syncing events/credits to backend.

3.15. Mailchimp
- Feature/Setting: Automation triggers for email notice of updated CE credits; use Campaign API to deliver compliance summaries.

3.16. Accredible
- Feature/Setting: API-triggered issuance of digital certificates/badges upon CE completion.

3.17. DocuSign
- Feature/Setting: Envelope completion triggers for compliance documentation; Webhook to integrate signed attestations with CE record system.

3.18. Oracle PeopleSoft
- Feature/Setting: Component Interface triggers upon record save; PeopleSoft Integration Broker to export CE credit details.

3.19. Totara Learn
- Feature/Setting: Scheduled Cron tasks for credit data export; Integration API for external system reporting.

3.20. Intelliboard
- Feature/Setting: Custom Report builder to monitor CE progress in real time; API push to compliance databases.

4. Benefits

4.1. Reduces manual workload and human error in credit tracking and reporting.
4.2. Ensures up-to-date regulatory compliance for both learners and the organization.
4.3. Improves audit-readiness and streamlines certification/renewal processes.
4.4. Increases learner engagement and satisfaction through transparent progress access.
4.5. Centralizes and standardizes CE credit management for easy third-party reporting.