Missing CEUs for Completed Webinars

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:10 AM by Kevin Schmidt - HCPro

While a permanent fix is underway, all webinars missing CEUs will need to be manually updated. 


In the following article will walk through the following: 

  1. Order - confirm webinar purchase
  2. CEUs tab and CEU Center - confirm missing CEUs
  3. Aura survey response - confirm survey completed


You will need to confirm the following with requestor: 

  • Person ID
  • Order ID
  • Webinars missing CEUs

Look up the person record to verify the order. 


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Go to the CEUs tab to verify the credit is missing as well as by impersonating the user. 


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Copy the Person ID and go to Meeting Management à Aura Survey Responses  

(Home → EStore → Aura Survey Responses → TIP: Create a view with prompt wizard to search by person ID)

 

Lookup webinar to verify the survey was taken for the missing credit. 

 

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Go to Meeting Management and Meeting Registrations to lookup by person ID and open the meeting registration missing the CEU. 

(Home → Meeting Management → Meeting Registrations → TIP: Create view with prompt wizard to search by person ID)

 

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In the meeting registration record, verify the Status = Attended

 

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In the Education Units tab, if it is blank then you will need to create a new CEU record.* 


*First write down (or screenshot) the following meeting details (In Meeting record → Meeting Logistics → CEUs): 

  • Education Category
  • Education Units
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Click to create a new CEU record. 


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In the new CEU record, complete the following fields: 

  • CE Type = Certification 
  • Education Category = (info located in original Meeting record → Meeting Logistics → CEUs tab)
  • Education Units = (info located in original Meeting record → Meeting Logistics → CEUs tab) 
  • Certification Type = Meeting


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Click OK then save and close the meeting registration record. 


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Refresh the person record and confirm CEU is now appearing in person record CEUs tab.  


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Impersonate the user to verify the CEU is appearing in their CEU Center on myAHIMA. 


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