How to manually upload a completed CE course certificate not offered through CE Zoom

CE Zoom can track and store all your Completed CE's even certificates issued outside of CE Zoom.

Please select which type of CE activity we can assist you in adding to your CE Zoom account:

1. Course related CE activity

2.  Non-course related activity (teaching, volunteering, publishing) 

 

 

 

 

 

 

 

 

Uploading/Adding a CE Record: Course Related CE activity 

Quick link directly to: Understanding and filling out the manual upload form for a course realted CE activity

Part 1: Where to find the manual upload form:

1. Log into your CE Zoom account.  www.cezoom.com
2. From your Professional Dashboard, go to My Certificates located in the navigation menu
3. After selecting My Certificates, you have two options: 
   1. Choose My CE’s to view your existing CE and click Add CE Certificate to upload a new one.
   2. Or, select Manual Upload CE to go directly to the upload form.
      
      
4. The Manual Upload CE process uses a 6-step wizard form to guide you through adding your certificate. You’ll complete each section, one step at a time:

 

Part 2: Understanding and filling out the manual upload form for course related CE activities

Step 1: License Allocation

Select which license(s) this CE applies to.

1. Licenses/Permits: Select all you wish to apply the CE hours too.
2. If you have a compliance order, you’ll be asked if you want to apply this CE to that order. Please note, a single CE cannot be applied to both your renewal requirements and a compliance order for the same license — you will need to choose one.

Step 2: Basic Info

Enter the following course details

1. Course title: Enter the title of the course 
2. Presenter(s): list all presenters that taught the course
3. Earned date:
4. Total CE Credits Issued:
   1. Toggle No: You are entering a course related CE activity. How to enter a non-course related CE activity 
   2. CE hours Info: Enter the total CE hours earned for this course. 
      • Live courses: enter the date the course was offered
      • Self-study course: enter the date you complete and passed the test
5. CE Credit Types: If you hold licenses in industries that track different types of CE credits, you’ll be asked to select the appropriate credit type for each industry that requires this distinction. 
   
   
6. Educational type: choose either Live and Self-Study
7. Educational method: Choose the method that best describes how this activity was delivered

Step 3: Topics & Providers

Choose the relevant CE topic and provider

1. Topics: Select the course topic that best describes the course or opportunity you completed.

   If multiple topics are selected, the next step will ask you to divide the total issued CE hours according to the time spent learning each topic to ensure accurate tracking of renewal requirements per topic.

2. Providers: Which entities recognize, approve, or accredit this CE Activity

Step 4: CE Hours Info

Confirm number of CE hours earned.

This step helps ensure your earned CE hours are correctly recorded and applied to your licenses and topics. Here’s how it works:

• If you selected only one topic, this step simply asks you to confirm the total hours earned for that topic.
• If you selected multiple topics, you’ll be asked to allocate the total hours earned (entered in the Basic Info step) across each of the selected topics. The total between all the topics must equal the inputted total hours under the basic requirements per industry.

Step 5: Documentation

Upload a PDF copy of your CE Certificate

 

• Certificate of Completion: Is a document awarded to individuals who have successfully completed a continuing education course or program. This certificate typically includes details such as the participant's name, the course title, the number of continuing education units (CEUs) or credit hours earned, the date of completion, and the name of the educational provider and their certifying body. It serves as proof that the individual has met the educational requirements for maintaining licensure.
• Award/Certification Attachment (optional): 

  An award or certification certificate is an official document recognizing an individual's achievement, competence, or completion of a particular course, program, or requirement.

  Award Certificate: This certificate is given to acknowledge and honor an individual's accomplishments, excellence, or contribution in a specific area. It may be awarded for academic achievements, outstanding performance in a competition, or exceptional service in a professional or community context.

  Certification Certificate: This certificate verifies that an individual has met specific standards or qualifications set by a certifying body. It often indicates that the person has completed required training, passed examinations, or demonstrated competency in a particular field or skill. Certification certificates are commonly used in professional fields to denote that the holder is qualified to perform certain tasks or roles.

Step 6 Notes

In this step, you can add important details related to the course. We recommend including:

• The course overview
• The learning objectives
• Any additional notes you would like the regulating body to review if this CE record is ever audited.
• Auditor Notes: 

  The Auditor Notes section is a read-only field, meaning you cannot add or edit anything in this section. This is where you will see any notes added by the regulatory board if your record is ever reviewed.

  If a record has a note—whether added by you (in the Notes section) or by the regulatory board—a Notes icon will appear next to the record to alert you. This lets you know there’s important information to review.

  .   

Adding this information helps ensure your record is complete and audit-ready.

Once finished, click Finish. Your CE certificate will now be stored under My Certificates.

Return to beginning
Review how to manually upload a non-course related CE activity.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Uploading/Adding a NON-Course Related CE activity 

Quick link directly to: Understanding and filling out the manual upload form for a non-course related CE activity

Part 1: Where to find the manual upload form:

1. Log into your CE Zoom account.  www.cezoom.com
2. From your Professional Dashboard, go to My Certificates located in the navigation menu
3. After selecting My Certificates, you have two options: 
   1. Choose My CE’s to view your existing CE and click Add CE Certificate to upload a new one.
   2. Or, select Manual Upload CE to go directly to the upload form.
      
      
4. The Manual Upload CE process uses a 6-step wizard form to guide you through adding your certificate. You’ll complete each section, one step at a time:

 

Part 2: Understanding and filling out the manual upload form for non-course related ce activities

Step 1: License Allocation

Select which license(s) this CE applies to.

1. Licenses/Permits: Select all you wish to apply the CE hours too.
2. If you have a compliance order, you’ll be asked if you want to apply this CE to that order. Please note, a single CE cannot be applied to both your renewal requirements and a compliance order for the same license — you will need to choose one.

Step 2: Basic Info

Enter the following course details

1. Course title: Enter the title of the course 
2. Presenter(s): list all presenters that taught the course
3. Earned date:
4. Total CE Credits Issued:
   1. Toggle Yes, we are adding a non-course related CE activity (such as volunteering or teaching).
5. CE Credit Types Issued: If you hold licenses in industries that track different types of CE credits, you’ll be asked to select the appropriate credit type for each industry that requires this distinction. 
   
   
6. Educational type: choose either Live and Self-Study
7. Educational method: Choose the method that best describes how this activity was delivered

Step 3: Topics & Providers

Choose the relevant CE topic and provider

1. Topics: Select the course topic that best describes the course or opportunity you completed.

   ***Non-course related CE opportunities are limited to one topic

2. Providers: Which entities recognize, approve, or accredit this CE Activity

Step 4: CE Hours Info

Confirm or Input the number of CE hours earned.

This step helps ensure your earned CE hours are correctly recorded and applied to your licenses and topics. Here’s how it works:

Non-Course Related CE Records Enteries

The system will guide you through this step based on the specific rules set by your regulating body.

Here’s how it works:

• • For licenses where the regulatory body has special rules for converting earned hours into applied hours, the system will ask you a specific question related to that activity. Based on your response, CE Zoom will automatically calculate the applied hours for that license (this calculation will only be visible to Pro & Elite users, basic users will see their inputted value).
  • You will be asked to complete this step for each license you are applying the CE record to.
  • Treat each license as if it were the only one; do not divide the total value among the licenses.
  • If the regulatory body does not have special hour calculations, the system will simply ask you to enter the total earned hours for the activity.

Step 5: Documentation

Upload a PDF copy of your CE Certificate

 

• Certificate of Completion: Is a document awarded to individuals who have successfully completed a continuing education course or program. This certificate typically includes details such as the participant's name, the course title, the number of continuing education units (CEUs) or credit hours earned, the date of completion, and the name of the educational provider and their certifying body. It serves as proof that the individual has met the educational requirements for maintaining licensure.
• Award/Certification Attachment (optional): 

  An award or certification certificate is an official document recognizing an individual's achievement, competence, or completion of a particular course, program, or requirement.

  Award Certificate: This certificate is given to acknowledge and honor an individual's accomplishments, excellence, or contribution in a specific area. It may be awarded for academic achievements, outstanding performance in a competition, or exceptional service in a professional or community context.

  Certification Certificate: This certificate verifies that an individual has met specific standards or qualifications set by a certifying body. It often indicates that the person has completed required training, passed examinations, or demonstrated competency in a particular field or skill. Certification certificates are commonly used in professional fields to denote that the holder is qualified to perform certain tasks or roles.

 

Step 6 Notes

In this step, you can add important details related to the course. We recommend including:

• The course overview
• The learning objectives
• Any additional notes you would like the regulating body to review if this CE record is ever audited.
• Auditor Notes: 

  The Auditor Notes section is a read-only field, meaning you cannot add or edit anything in this section. This is where you will see any notes added by the regulatory board if your record is ever reviewed.

  If a record has a note—whether added by you (in the Notes section) or by the regulatory board—a Notes icon will appear next to the record to alert you. This lets you know there’s important information to review.

  .   

Adding this information helps ensure your record is complete and audit-ready.

Once finished, click Finish. Your CE certificate will now be stored under My Certificates.

 

Return to beginning