How to Update or Change a Course Topic General Tracking Type (Agency Account- CE Zoom (V2)

Reclassify course topics to align with your agency’s CE tracking rules

Overview:
CE course topics are used to categorize and track CE records based on your agency’s licensing requirements. If a topic needs to be tracked differently you can easily update its general tracking type by using the Course Topic Manager.


Steps to Update a Course Topic Category:

  1. From your agency dashboard, hover over the Tracker tab in the side navigation menu.

  2. Click Course Topic Manager.Screen Shot 2025-06-06 at 5.45.39 PM

  3. Use the search bar to find the topic you want to update (use keywords for quicker results).

  4. Once located, click Edit Course Topic next to the desired topic.Screen Shot 2025-06-06 at 5.46.53 PM

  5. Update the General Tracking Type to reflect the new classification.

  6. Click Save to apply your changes.

📌 These updates ensure your CE tracking remains aligned with your compliance rules.