Attendance tracking - Webinar

With the attendance tracking tool, Webinar organizers will be able to track and report Continuing Education Units (CEU), Continuing Professional Education (CPE), or any other custom credit units.

Understading CEU and CPE
Continuing education units (CEU), are awarded by many education and training providers to signify successful completion of non-credit programs and courses intended to improve the knowledge and skills of working adults. Continuing Professional Education (CPE) is ongoing training that is required in order to remain certified as a professional in certain fields.

How do I enable the attendance tracking tool?

To enable this feature, go to Settings > Tools > scroll down until you see the Compliance section. Then, press Edit, and make sure the Attendance tracking checkbox is checked. Press End to save the changes.

Attendance tracking

How do I add units?

To add units, go to People > Attendance.

How to add units

Then, press + Add unit. A window will open up and you will need to fill out a few fields:

  • Select a template: this field is optional. You can choose from (CEU) Continuing Education Units - 10 hours or (CPE) Continuing Professional Education - 50 minutes. If you select an option from the template, the following fields Acronym, Name, Hours and minutes will be prepopulated. If you prefer, you can create custom credit units by defining its acronym, name, how many hours and/or minutes a unit will represent, and its minimum frequency.
  • Acronym: Type the unit's acronym.
  • Name: Type the unit's name.
  • Hours and minutes: Define how many hours and/or minutes a unit will represent.
  • Minimum frequency: The attendance will be checked via pop-ups in the Webinar. Under this field, you can define the minimum amount of pop-ups that show for completing unit credits. You can choose automatic, or from 1 to 12 times. Read the following section for further information.

Once you have filled out all fields, press Create.

How to add units
How long does the pop-up last?

By default, the attendees will have 10 seconds to answer each pop-up. If the pop-up isn't answered within 10 seconds, it will disappear automatically.

If you would like to edit the pop-up duration, on the attendance tracking page, click on the blue button corresponding to the credit you wish to edit > press Edit > scroll down until you see Pop-up duration and select the desired length using the dropdown bar.

Pop up duration

How do I setup the attendance tracking on the Live Stream?

To setup the attendance tracking on the Live Stream, go to Webinar> Live Stream> press Edit and scroll down until you see Attendance tracking.

Select a unit under the Select the attendance tracking unit field and press the blue Add button.

Multiple attendance tracking can be added to the Webinar.
How to add units to live stream

 

Once you add units to the Live Stream, you will see a Unit time that calculates how many minutes are included in the unit credit. It will depend on what you have set up under Hours and Minutes when creating the units. For example, if you created a unit of 5 hours, the unit time displayed in the Webinars details will be 300 minutes.

How do I remove attendance tracking units from the Live Stream?

To remove attendance tracking units from a Live Stream, simply press the red button with a trash icon on it.

Trash icon to delete attendance tracking from activities

Attendance tracking reports

To check the attendance tracking reports, go to People > Attendance > click on Reports in the upper left corner. By doing so, you will be able to verify the computed credits for each user.

Reportin attendance

Grouping and ungrouping reports

You can define if you'd like to display a listing of all your reports, or if you'd rather have them grouped by particular fields:

  • Grouped by session: You can filter the units computed for each session.
  • Grouped by users: You can filter the units computed for each user.
  • Ungrouped: All reports will be listed without being grouped by particular fields.
Filtering the reports

How do I extract this data from the platform?

To have this information available in an excel sheet, press Edit and the Report button will appear in the upper left corner. Once you click the button, a message will appear at the top of the screen, advising you that you will receive the file with the data in your email when the process is complete.

Report button on credits page

How do I create certificates of attendance?

Event attendees are often looking forward to receiving a certificate once the Webinar is over so they are able to add it to their CV, and set themselves apart in a competitive industry. Click here to check a step-by-step on how to generate automated and personalized certificates of attendance for your Webinar.


How Did We Do?