Knowledge Base

Credits Management Overview


Frequently Asked Questions

#1 Where is the CE module front end URL?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select the corresponding conference from the drop down menu.
    • This will display the Overview Screen
  4. Locate the Front-End Credit URL link
    • This is the link that you may post to a website or send to delegates in an email to access the credit site for evaluations and certificates.

Overview

The X-CD Credit Management Module allows a client to manage and allocate continuing education credits for their program.

The Credits Module integrates with the Program and Forms Modules to manage the credit allocations using evaluation forms and linking them to your program content. In addition, you may create your custom Certificates for your conference delegates.

Delegates can then log into the front end CE/credits system, where they will be able to claim credits for sessions or speakers that they attended. Each conference and accreditation body has different requirements, and for this reason, the X-CD CE module is flexible and robust. Whatever your CE needs, we can likely set your system up to accommodate. 

Often the system is set up such that an attendee will sign in, and see a list of sessions (tied directly to the conference program). Each one of these sessions is set up with associated credits attached to them. Some sessions may not have credits tied to them, and some might have multiple credits tied to them. These can all be managed within the CE system. 

The attendee can be required to complete a customized session/speaker evaluation in order to claim the appropriate credit. Completing an evaluation in order to claim a credit is not mandatory in the system, but can be made so in the CE module Settings area. 

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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