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
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2051 |
| Technical Name |
us_ce_ceu_credit_certificate_tracker |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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