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Use the CPE Course dialog to track course information such as description, sponsor, dates, credits, cost, and so on.
To open the CPE Course dialog, do one of the following.
- Click the down arrow next to the Add button on the Practice CS toolbar and select CPE Course from the drop-down list.
- Right-click the timeline in the Schedules or Schedule Items tab of the Manage Staff screen and choose Add CPE Course from the context menu.
Note: These commands are available only if you are licensed for the Staff Management module and have security privileges to set up schedule items.
To enter a CPE course, follow these steps.
- Description: Enter a course description of up to 30 characters (required).
- Sponsor: Select the CPE course provider from the drop-down list (required). Items in this list come from entries in Setup > CPE Course Sponsors.
- Delivery Format: Select one of the available delivery formats from the drop-down list (required).
- Start time / End time: Enter the start and end times for the course.
- Hours: The application calculates this field based on the start date/time and end date/time you enter.
- All day event: Mark this checkbox if you want the assigned staff member’s calendar blocked out for the entire day, regardless of how many hours long the course is. For an all-day event, the default for the Hours field is 8.00, but you can enter a different number, if necessary.
- Accountancy: Select the organization that will award CPE credit for the course from the drop-down list (required).
Note: The selections available in the Category and Type drop-down lists change according to which accountancy you select.
- Category: Select a course category (for example, accounting) from the drop-down list (required).
- Type: Select the type of course (for example, college credit, self-study, or internet-based group) from the drop-down list (required).
- Credits: Enter the number of CPE credits for the course (required).
- Location: Enter the location (up to 30 characters) where the course takes place.
- Instructor: Enter the name of the instructor (up to 30 characters) delivering the course.
- Cost per attendee: Enter the cost per staff member (required).
- Staff: Use this field to assign one or more staff members to attend the course. Enter a staff name, or click the More button to assign multiple staff members.
- Reminder: If you want to set a reminder for the meeting, mark the Reminder checkbox and select the desired reminder time from the drop-down list.
- Notes: If you want to include additional information about the course, enter it in the Notes field.
- Click the Schedule button to open the Scheduling dialog, where you can view and change course attendees as well as course schedule information.