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  • Product: Practice CS

Set up CPE course accountancies

CPE course accountancies are organizations that award CPE credit for completed courses.
Be licensed for the
Staff Management
 module and have security permissions to set up CPE course accountancies.
You can also add an accountancy from the
CPE Course
 dialog by right-clicking the
Accountancy
 field and choosing
Add Accountancy
 from the context menu.
  1. Open the CPE course accountancies setup screen.
    Choose
    Setup
    CPE Course
    Accountancies
    .
  2. Enter the accountancy name.
    In the
    Description
     field, enter the name of the course accountancy.
  3. Add an accountancy category.
    Select the
    More
     button next to the
    Categories
     field, and then add a CPE course accountancy category, such as
    Taxation
    .
    When finished, select
    Enter
    , and then select
    Done
    .
  4. Add an accountancy type.
    Select the
    More
     button next to the
    Types
     field, and then add a CPE accountancy type, such as
    Self-Study
     or
    University / College
    .
    When finished, select
    Enter
    , and then select
    Done
    .
  5. Save the CPE course accountancy.
    Select
    Enter
    .
The new CPE course accountancy is available for use.

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