Admins can automatically adjust the number of CPE Credits each attendee earned based on the number of Polls or CPE Codewords that they completed.



1. Sign in as the Admin and select Manage Sessions from the App Administration window


2. In the Attendance column, select Manage for the session you'd like to review


3. Select Adjust Credits


Adjusting Credits Based on Poll Completions


1. Enter the minimum number of Poll completions required to earn full credit. In the example below the session had a total of 4 Polls that were available for completion but only 3 Poll completions are required in order to receive full credit.




2. Click Submit.




The system has now automatically adjusted credits and certificate eligibility (if using our CPE Certificates feature) accordingly.


  • Jenny Johnson did not complete any polls so she was changed to zero credits and not eligible
  • Jim Jones completed 3 of 4 polls so he is eligible to receive full credit (1)
  • John Smith completed all 4 polls so he is eligible to receive full credit (1)
  • Jane Williams only completed 2 of 4 polls so she was changed to zero credits and not eligible*


* If desired, the admin can manually adjust credits to award partial credit by clicking the Adjust Credits link located in the Credits column




Adjusting Credits Based on Codeword Completions


1. Enter the minimum number of Codeword completions required to earn full credit. 


Codewords have the ability to be assigned by Field of Study (FOS) or credit type. In the example below the session had two different fields of study. 

  • Hour #1 was for Auditing Credit
  • Hour #2 was for Tax Credit 


If your session has multiple Fields of Study (FOS) then enter the minimum number of codeword completions per FOS that are required for full credit. In this example, each hour offered a total of 4 Codeword opportunities but only requires attendees to complete 3 Codewords (per hour) in order to receive full credit.



2. Click Submit.



The system has now automatically adjusted credits and certificate eligibility (if using our CPE Certificates feature) accordingly.


  • Jenny Johnson completed all codewords so she is eligible to receive full credit 


  • Jim Jones completed 3 of 4 codewords in each hour so he is eligible to receive full credit 


  • John Smith only completed 1 codeword in each hour so he was changed to zero credits and not eligible 


  • Jane Williams completed 4 codewords in hour #1 but zero codewords in hour #2 so she is only eligible for 1 Auditing credit but zero Tax credit