US CE / CEU Credit +
Track continuing-education credits, reporting-period compliance, transcripts and auto-generated certificates for US licensees
Track continuing-education credits, reporting-period compliance, transcripts and auto-generated certificates for US licensees
Key Features
Licensee register - track every licensee as a
Licensee register - track every licensee as a contact with license type, license number, issuing jurisdiction and a rolling reporting period, with a live compliance status (compliant, at risk or deficient) recomputed nightly.
Reporting-period compliance engine - required total hours, r
Reporting-period compliance engine - required total hours, required ethics hours and optional per-category minimums are evaluated for the current period; the app reports earned, remaining and surplus hours and flags deficiencies.
State CE/CLE/CPE requirement rules - define a requirement
State CE/CLE/CPE requirement rules - define a requirement per license type and jurisdiction: period length in months, total hours, ethics minimum, maximum self-study hours and the surplus-hour carryover cap.
Credit categories - classify credits as Ethics, Technical,
Credit categories - classify credits as Ethics, Technical, Professional Responsibility, General and more, each optionally counting toward a specific minimum, with self-study and live/interactive flags.
Accredited providers and activities - maintain a catalogue
Accredited providers and activities - maintain a catalogue of CE providers (sponsors) and their credit-bearing activities with default credit hours, delivery method and category so credits can be entered in one click.
Automatic certificates of completion - confirming a credit
Automatic certificates of completion - confirming a credit issues a sequential, numbered certificate of completion; certificates can also be regenerated in bulk and printed as a branded PDF.
Audit-ready transcript - a wizard generates a printable
Audit-ready transcript - a wizard generates a printable CE transcript for any licensee over any date range, grouped by category with total and ethics subtotals for board submission.
Carryover and self-study caps - surplus hours above
Carryover and self-study caps - surplus hours above the period requirement carry into the next period up to the board cap, while self-study hours above the allowed maximum are automatically flagged as non-counting.
Deficiency reminders - a scheduled job advances closed
Deficiency reminders - a scheduled job advances closed reporting periods, recomputes compliance and posts a chatter reminder on at-risk and deficient licensees a configurable number of days before the deadline.
Configurable policy - default period length, default ethics
Configurable policy - default period length, default ethics minimum, carryover cap and reminder lead time are company settings.
Screenshots
Why Choose This Module
Continuing-education tracking built for United States licensing and certification programs. US licensees - CPAs, attorneys (CLE), engineers (PDH), nurses, real-estate agents, insurance producers and dozens of other regulated professions - must earn a defined number of continuing-education credits inside each state reporting period, keep at least the required ethics hours, and be able to produce a transcript on demand for a board audit. Doing this in spreadsheets is error prone: credits slip between periods, ethics minimums are missed, and certificates of completion are lost.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: mail
- Support: support@pokutsoft.com
Update date: 2026-07-05