Manage credits 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 (for example, yearly, semiannually, quarterly), and start dates.

Learners can earn credits by completing the associated training material within a path. They can then 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, hover over the platform group (the one with a golden crown), then click Settings.
   • If Settings doesn’t appear in your sidebar, click on the platform group first, then click Settings in the top right of the main section.
2. In the left sidebar, select Credits.
3. Click Add credit.
4. Enter a Credit name.
5. Select a Cycle.
   • This will determine how frequently the credits need to be earned: Yearly, Semiannually, or Quarterly.
6. Select a Start date.
   • This will determine the start date for the selected Cycle.
7. 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 credit that will be awarded.
4. In the pop-up 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 associated 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 learner's earned credits from that learner's statistics page.

1. In the left sidebar, click General analytics.
   • If General analytics doesn’t appear in your sidebar, click All at the top of the homepage, then click Statistics at the top left.
2. In the Learners section, click See all.
3. Click the learner's name to open their profile.
4. Click Results.
5. 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.