Conference Tracker - How do I manage CEU Transcripts?
INTRO
In the CEU Reports section, you can design CEU transcripts for your attendees. These CEU Reports are similar to the Certificates of Attendance described previously, but instead of showing a summarized report of each session attended, the CEU Report will list every successfully attended session by an attendee, and provide more details about each attendance. You can show credits earned per session, the date the sessions were attended, and much more. Just like Certificates, these CEU Reports are highly editable.
There is a separate article on how to create and design CEU certificates.
Note: You will need to be an admin to have access to some or all of the steps in this guide. If you cannot access these sections, talk to your administrator for assistance.
STEP BY STEP
1 - Navigate to the Attendance -> CEU Reports from the main menu:
2 - Options with CEU Reports:
A - Create/Manage CEU Reports
In the Manage CEU Certificates section, you can view a list of all of your created designs. You can also create a brand-new design.
B - Copy CEU Reports
This option allows you to create a duplicate from a CEU certificate, this is useful if you need to create a new design starting from an early design.
C - Print CEU Transcripts
This section allows you to generate your CEU Transcripts in a single PDF file to get them printed. You have a lot of options in choosing which CEU Transcripts to print, such as printing per group, per session, per date, and many more.
1 - Select the design.
2 - This allows you to print the certificate just for a specific group of people.
3 - This allows you to print the certificate just for certain roles.
4 - This allows you to print the certificate just for users who attended a specific session.
5 - This allows you to exclude attendees with no credit earned.
6 - This allows you to give credit just for Attendees who have completed the evaluation survey.
7 - This allows you to include the certificate on the first page.
8 - Click on generate to create the PDF file with the information.
D - Email CEU Reports
This section allows you to generate separate PDF files per Certificates in order to easily email your certificates to different attendees through Conference Tracker. It includes similar options to the Print Certificates section, but as stated, each badge will be in a separate file for better management, and you will then be allowed to edit the email that will be sent out to each individual containing their report.
1 -Select the certificate design.
2 -This allows you to email the certificate just for a specific group of people.
3 - This allows you to email the certificate just for certain roles.
4 - This allows you to email the certificate just for users who attended a specific session.
5 - This allows you to exclude attendees with no credit earned.
6 - This allows you to give credit just for Attendees who have completed the evaluation survey.
7 - This allows you to include the certificate on the first page.
8 - Click on generate to create the PDF file with the information.
CONCLUSION
Now you should be familiar with all you can do with CEU Reports.
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