General tracking categories allow us to categorize each course topic into groups of common subject matter.
CE Zoom's tracker allocate records to groups according to the course topic. If a specific course topic match is not made then the record will be allocated according to its general tracking category. This ensures each CE record entered into CE Zoom is tracked exactly how the Regulatory Agency expects.
By default, all course topics added to CE Zoom's master list will be assigned a general tracking type, however, as a Regulatory Agency, you will have full editing capability to update the general tracking type for each course topic so your trackers will recognize and allocate records accordingly.
How to edit course topics to update the general tracking category?
- Log into your agency account.
- From the navigation menu, hover over Tracker, and click on Course Topic Manager from the expanded menu.
- Select your industry
- All course topics for your industry will be displayed along with their default general tracking type.
- For each topic your industry would like to update, click "Edit Course Topic" Under the Actions column
- From the Edit CE Course Topic screen, you can update the General Tracking Type by clicking inside the dropdown field and selecting the most appropriate option.
- Under the heading General Tracking Type
- Track by Course topic only- this general tracking type is for all non-course related requirements, such as attending a meeting, volunteering, etc. This general category is also used for course topics that your agency will only accept if the topic itself is called out in a tracking group.
- Click "Save"
- Repeat for each course topic you wish to update.
Set back to the default setting
Utilize this option to return the general tracking category back to how the CE Zoom admin default setting.