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  • Product: Practice CS

Enter Continuing Professional Education (CPE) course information

Use the
CPE Course
 window to enter and track course information such as description, sponsor, dates, credits, cost, and assigned staff.
Be licensed for the Staff Management module and have security permissions to set up schedule items.
To open the
CPE Course
 window, do one of the following:
  • Select the arrow next to the
    Add
     button on the toolbar, and then select
    CPE Course
    .
  • Right-click the timeline on the
    Schedules
     or
    Schedule Items
     tab of the
    Manage Staff
     screen, and then choose
    Add CPE Course
    .
  1. Open the
    CPE Course
     window.
  2. Enter a course description.
    In the
    Description
     field, enter a description of up to 30 characters.
    note
    This field is required.
  3. Select the course sponsor.
    In the
    Sponsor
     field, select the CPE course provider from the dropdown list.
    The available sponsors are based on entries in
    Setup
    CPE Course Sponsors
    .
    note
    This field is required.
  4. Select the delivery format.
    In the
    Delivery Format
     field, select one of the available delivery formats.
    note
    This field is required.
  5. Enter the course time.
    In the
    Start time
     and
    End time
     fields, enter the start and end times for the course.
    The
    Hours
     field is calculated automatically from the start date and time and end date and time values.
  6. Specify whether the course is an all-day event.
    Select the
    All day event
     checkbox if you want the assigned staff member's calendar blocked for the entire day, regardless of course length.
    For an all-day event, the default value in the
    Hours
     field is
    8.00
    , but you can enter a different value if necessary.
  7. Select the accountancy organization.
    In the
    Accountancy
     field, select the organization that awards CPE credit for the course.
    note
    This field is required.
    note
    The values available in the
    Category
     and
    Type
     fields depend on the selected accountancy.
  8. Select the course category and type.
    In the
    Category
     field, select a course category, such as accounting.
    In the
    Type
     field, select the course type, such as college credit, self-study, or internet-based group.
    note
    Both fields are required.
  9. Enter the number of CPE credits.
    In the
    Credits
     field, enter the number of credits for the course.
    note
    This field is required.
  10. Enter optional course details.
    Complete any of the following fields as needed:
    • Location
       — Enter the course location, up to 30 characters.
    • Instructor
       — Enter the instructor name, up to 30 characters.
    • Notes
       — Enter any additional information about the course.
  11. Enter the cost per attendee.
    In the
    Cost per attendee
     field, enter the cost for each staff member.
    note
    This field is required.
  12. Assign staff members to the course.
    In the
    Staff
     field, enter a staff name, or select the
    More
     button to assign multiple staff members.
  13. Set a reminder, if needed.
    Select the
    Reminder
     checkbox, and then select the reminder time from the dropdown list.
  14. Open the scheduling details, if needed.
    Select
    Schedule
     to open the
    Scheduling
     window, where you can view and modify course attendees and schedule information.
The CPE course information is entered and available for scheduling and staff assignment.

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