Credits

Define the credits and certifications that can be awarded to your attendees upon completion.

Not the same as participant credits

The credits on this page are what a learner earns — CE hours, certifications, badges. The participants you buy to cover registrations are a billing unit and unrelated; see How Billing Works.

Creating a Credit

Use the green "+ Add Credit" button to create a new credit.

• Accreditation & Reporting (Optional)

  Attach one or more of your configured accreditation connections to this credit, and completions report automatically when a learner claims it.

  Leave it blank if you award your own certificates. The credit, the certificate, and the completion record all work the same way either way — this field only adds outbound reporting on top.

  The field appears once your organization has at least one accreditation set up under Organization Settings → Accreditations. It accepts more than one, so a single credit can report to two places from one learner action — an ACPE submission and a CE Broker submission together, for example.

  TIP

  See Accreditation & Reporting for what can be connected — ACPE, CE Broker, ACCME PARS, Credly and Badgr badges, or your own accreditation statement.

  For ACPE credits

  Selecting an ACPE accreditation adds a field for the activity's UAN. Enter it and the rest of the credit fills itself in from CPE Monitor — description, CE contact hours, release and expiration dates, course setting, format, and the activity's live dates. See UANs & Live Dates.

  Adding an ACPE accreditation also means each learner's NABP e-Profile ID and date of birth are validated as they register — see Learner Validation.

• Certificate Template

  Select which certificate will be awarded upon completion. You can create custom certificate templates here.

• CE Contact Hours

  The number of continuing education contact hours earned by claiming this credit. Filled in automatically for ACPE credits once you enter the UAN.

• Course Setting

  Live, Home or Mixed. This must match the lecture's own setting on the Details tab.

• Expiration Date

  The date after which this credit can no longer be claimed. ACPE credits inherit this from the UAN.

  Enforcing a deadline to complete

  There's no setting that closes a learner's profile a fixed period after they register — that's in development. Until then, an expiration date on the credit is how most organizations enforce a completion window, which is what you want for annual recertification training where a stale completion shouldn't produce valid CE.

• Description

  A short label for this credit — "Afternoon Session", "Track B: Oncology". Participants see it when choosing which credits to claim, so on a multi-session course it's what tells them which session is which.

• Credit Speakers

  Optional. Attaches speakers to this credit so the association shows on your announcement page.

  Speakers appearing twice on the announcement

  A speaker attached to a credit appears in the agenda under their own session. A speaker attached to no credit appears in the preview block at the top instead — which is why some announcement pages seem to list the same people twice. Attach every speaker to their credit and the duplicates resolve.

• Session Start and End Times

  Enter the start and end times/dates for this session. In this way, a single lecture can consist of multiple sessions.

  Overlapping sessions lock each other

  Start times are inclusive and end times exclusive, so 10:00–11:00 and 11:00–12:00 are back-to-back rather than overlapping — enter them exactly like that. Credits that genuinely overlap can't both be claimed, which is the usual reason a learner can only claim one credit on a conference. See Running a Live Event.

• Learning Tracks

  Optional. The tracks this credit belongs to. Participants can filter the credit list by track, which is worth setting up once a course carries enough sessions that scrolling the list becomes work.

• Learning Objectives

  Information entered here will display on the lecture announcement and be visible to participants.

  TIP

  You can copy and paste a list of pre-written learning objectives to enter multiple objectives at once.

• This Credit Offered To These Registration Types

  Select which Registration Types can see and claim this credit.

• This Credit Offered For These Addons

  Optional. Restricts the credit to participants who purchased the selected add-ons — the mechanism behind a pre-conference workshop or a paid optional session.

• Credit Offered Based On Custom Field (Optional)

  Optional. Offers the credit only to participants who answered a particular registration question a particular way. Pick the field here and the qualifying answer in Custom Field Response. Leave it blank to disable the filter.

• Credit Security

  Select a credit security option.

  • No Security: Attendees do not need to enter a claim code to receive their credit.
  • Single Code: All attendees will use the same claim code to receive their credit.
  • Double Code: Two codes for the session — one released at the start, one at the end. Attendees must enter both, which verifies they were present for the whole session. This is the digital equivalent of a sign-in/sign-out sheet.
  • Multiple Codes: Each attendee will use a unique claim code to receive their credit.

  TIP

  Sharing the security code at the end of a lecture is a good way to ensure that your attendees have watched the entire live lecture before receiving credit. See Running a Live Event or Conference for choosing between the options.

• Claim Code

  Define the Credit Security claim code.

  • With No Security: This feature will not be available.
  • With Single Code: This code can be manually written or automatically generated.
  • With Double Code: Two fields appear, Claim Code 1 and Claim Code 2. Release the first at the start of the session and the second at the end.
  • With Multiple Codes: Select the number of claim codes you will need. After that, use the “Manage Credit Codes” button to review and distribute codes.

• Credit Dependency Mode

  Controls whether this credit can be claimed on its own, or only once other credits have been. Leave it on No Dependencies unless you're building a program where one credit represents finishing several others.

  • No Dependencies (default): the credit is claimed directly.
  • Locked: the credit stays locked until every credit listed as a dependency has been claimed, then becomes selectable.
  • Auto-Claim: the same, except the credit selects itself rather than waiting to be picked. Use this for a program-completion credit that should be awarded the moment its components are done.
  • Grouped-Hours: the credit auto-selects once the learner has claimed a Minimum Component Hours total across the listed dependencies — for a certificate that requires 10 hours from a pool of sessions, rather than a specific set of them.

  Choosing anything other than No Dependencies reveals Credit Auto-Claim Dependencies, where you pick the credits that count toward it.

• Locked When Any Of These Credits Are Selected

  Makes this credit unclaimable when the learner has selected any of the credits you list — a manual conflict, on top of the automatic one that already applies to credits with overlapping session times.

  Conflicts are one-way

  Adding credit B here on credit A stops B's holders from claiming A, but not the reverse. For a true either/or pair, add the restriction to both credits.

• Required Credit

  Forces this credit to be selected before the learner can move past the Select Credits step. By default a learner only has to pick at least one credit, choosing whichever sessions they attended; mark a credit required when it's the one everybody must take.

• Archive Credit

  Hides the credit from all participants and puts it into an archived state, leaving its existing completions untouched. Useful on a course that has accumulated many live dates over time.