Continuing education compliance, proven not promised
Track CPD, CEU and CLE credits across every credential and jurisdiction, compute compliant / at-risk / deficient status automatically, and produce audit-ready transcripts and certificates your team can defend without digging through individual records.
The problem
Accreditation bodies, certification boards and CE training providers must prove, for every member and every cycle, that category minimums, self-study limits and carry-over rules were met. Spreadsheets are error-prone, and generic tools track attendance rather than the cycle-based compliance math, rolling periods and jurisdiction-specific exceptions regulators actually check during an audit.
The solution
Professional CPD & CEU Compliance applies configurable rule profiles to every credential and cycle, recomputes compliant, at-risk or deficient status automatically, and backs every decision with a defensible audit trail — so your team always knows exactly where each member stands and can prove it.
Everything an audit-ready compliance program needs
Every capability below is implemented in the module.
Compliance dashboard
See every member's cycle at a glance, grouped and color-coded by compliant, at-risk, deficient or not-started status, with progress bars showing earned hours against requirements.
Automated compliance engine
Nightly and on-demand recomputation validates minimum hours, per-year sub-caps, category minimums such as ethics, self-study limits and maximum carry-over, then reports earned, remaining and surplus hours for every cycle.
Configurable jurisdiction rule profiles
Build rule profiles for generic accreditation or state-specific CE / CLE / CPE requirements — total hours, ethics minimums, self-study caps and carry-over limits — so one app covers both without reconciling two products.
Credit categories and conversion
Classify credits as Ethics, Technical, Professional Responsibility, General or custom categories, flag self-study versus live delivery, and convert between hours and units automatically.
Provider and activity catalog
Maintain a library of accredited providers and approved activities with default credit hours and delivery method, so credit entry is fast and only approved activities count toward compliance.
One-click approve and revoke
Approve or revoke individual credits and full credential cycles with a single click, with every certificate automatically assigned a sequential, tamper-evident number on approval.
Unified cycle state machine
One clear workflow — active, close, lapse, revoke, reactivate — replaces scattered actions, so staff always know a cycle's current state and its valid next steps.
Audit sampling batches
Generate percentage-based random audit samples across members, track the batch through a guided completion workflow, and keep a full audit history of approvals and changes per cycle.
Transcript wizard and certificates
A guided wizard previews exactly what a compliance transcript will contain — earned, remaining and surplus hours, category breakdown and pass/fail status — before generating the PDF, alongside branded, sequentially numbered completion certificates.
How it works
Configure your rules
Set up jurisdiction rule profiles, credit categories, accredited providers and activities.
Register credentials
Create a credential and reporting cycle for each person, covering every jurisdiction they hold.
Log and approve credits
Record credits against activities, approve or revoke them, and let the engine recompute compliance automatically.
Monitor, audit, prove
Watch the dashboard for at-risk and deficient members, pull defensible audit samples, and issue transcripts and certificates.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. One configurable rule-profile model covers both generic accreditation requirements and state-specific CE / CLE / CPE rules, so there is nothing to buy twice or keep in sync.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CPD / CEU Compliance
An automated compliance engine with configurable jurisdiction rules, credit categories and conversion — plus audit sampling batches, transcripts and certificates.
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