Attendance Tracking admins can use Credit Rules to automate the process of assigning credits to attendees based on multiple criteria, saving the admin time in reconciling CE tracking and expediting the process.



The Credit Rules feature allows administrators to define complex criteria for thresholds of credit to be used later in bulk credit adjustment. For example, NASBA standards state that 1 credit is equal to 50 minutes of instruction with 3 attention checks, which can be either codewords or polls. For sessions with more than 1 credit, attendees can receive partial credit based on certain thresholds met of those criteria. 

Using Credit Rules, an administrator can define thresholds to meet the necessary standards. The following example uses NASBA-compliant thresholds up to 3 credit hours, but these rules are fully customizable, allowing an organization to precisely tune the criteria to fit their individual needs.

Application of Credit Rules

The Credit Rules calculator starts from the top of the chart and goes down until it finds a row that matches all of the criteria used, then awards that many credits for the session. If the maximum credits for the session is less than the awarded value, the maximum will be used instead.

To further illustrate, consider this ruleset with overlapping criteria:

Using time attended only (1) would award 2.5 credits to someone with 120 minutes, because the first time value that meets the threshold is 100 minutes in the 2.5 credit line. However, using both polls and time attended (2) would award 2 credits to someone with 120 minutes and 6 polls responded.

Polls and associated Fields of Study

The Credit Rules feature will award credit in the appropriate field of study for polls that have one associated. Polls that are not set to a field of study will not contribute to credit so that general polls, such as a test or instructional poll at the start of the session, can be used within a session without affecting credit.

For example, this session has 3 credits for Tax and 5 polls, but none of the polls are associated to Tax. Using the bulk adjustment will award this attendee 0 Tax credits, because they have not responded to any associated polls. However, if the polls are edited to be properly assigned to Tax, they could be used with Credit Rules to give this attendee full credit.

Note: See Create or Edit a Poll to learn how to associate polls with a field of study.

Create Credit Rules

  1. Log in as an admin
  2. Under Attendance Tracking, click Edit Credit Rules
  3. Click Add a credit rule
  4. Enter the number of credits as either a whole number or a decimal to award in the Credits box
  5. Change or remove the default values for required time attended, codewords, or polls as desired
  6. Click Add Credit Rule to save
  7. Repeat steps 3-7 as necessary for each incremental step desired
  8. When finished creating rules, click Save Rules 

Adjust Credits in Bulk

  1. Log in as an admin
  2. Under App Administration, click Manage Sessions
  3. Locate the session to adjust credits for and click Manage under the Attendance column
  4. In the sidebar, locate the Adjust Credits in Bulk section

    Note: Two dropdown menus will appear when the Delivery Format of the session is set to HybridOnly one will appear if set to Virtual or In-Person.

  5. Select an option under Adjustment Criteria to use as the basis of the adjustment and click Preview Credit Adjustments

    Note: Depending on the session configuration, some options may not be available for adjustment.

  6. Review any changes highlighted in yellow (marker 2) versus unchanged values in blue (marker 1), then click Apply Credit Adjustment

Best Practices

  • Keep the rules simple by only using partial credit when it would most likely be used, typically in half-increments under 6 credits.
  • Don't use the same credit value in multiple rules -- only have one rule that awards 2 credits, for example, instead of multiple rules with different criteria.
  • Use two criteria, time attended and either polls or codewords, instead of one criteria for the best outcome.