Credit management in paths

This feature is activated on-demand only for now. Contact your Client Success Partner (CSP) if you’re interested.

Set up and manage your CEU/CPD credits with paths, allowing your learners to track their progress towards certification requirements.

Platform Admins can define multiple types of credits, each with customizable names, time cycles (e.g., yearly, semiannually, quarterly), and start dates. Learners can then earn credits by completing the associated training material within a path, then they can view the total number of credits earned during the current cycle.

Create a credit

Once the feature has been enabled in your platform, you can create credits in any path.

1. In the left sidebar of the homepage, click on the platform group.
2. At the top right of the main section, click  Settings.
3. Go to the Credits page.
4. Click ADD CREDIT.
5. Enter a Credit name.
6. Select a Cycle.
   • This will determine how frequently the credits need to be earned; Yearly, Semiannually, or Quarterly.
7. Select a Start date.
   • This will determine the start date for the selected Cycle.
8. Click CONFIRM.

Add credits to a path

Once you have some credits created in your platform, you can assign a credit value to a path. Allowing you to determine how many credits will be awarded for the completion of a given path.

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click Edit.
3. Next to Add credit value, select the type of credit that will be awarded.
4. In the popup window, enter the number of credits that will be awarded.
5. Click CONFIRM.

Once the credits have been assigned to a path, completing that path will award the user with the associate credits. The credit type and amount will be visible to the learner from the path's homepage as well as their personal statistics page.

Track credits

Coaches, Admins, and Managers can view a learners earned credits from that learners statistics page.

1. At the top of the homepage, click All.
2. At the top left, click Statistics.
3. In the Learners section, click See all.
4. Click the learners name to to open their profile.
5. Click Results.
6. Scroll down to the section Credits acquired.

Learners can track their earned credits from their personal statistics page.

1. At the top right of the homepage, click on your profile picture, then click Results.
2. Scroll down to the section Credits acquired.