Understanding How to Manage Licenses on CE Zoom (V2)

The License Manager in CE Zoom (V2) allows you to easily maintain and update your professional license information. This overview article serves as a starting point to help you understand how to Add a new license, Edit an existing license, or Renew the status of a current license.

To learn more about each specific action, click the corresponding number for additional details on its purpose and functionality.

 

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License Manager Overview

1.  Licensing Periods vs. CE Renewal Periods

It’s important to understand the difference between Licensing Periods and CE Renewal Periods, as they determine how your license and continuing education (CE) requirements are tracked.

Licensing Period

• Represents the Active dates of your license as issued by your regulatory body.

• Each time you renew your license through your regulatory body, a new licensing period begins and the previous period ends, this is the official dates that your license is considered Active.

CE Renewal Period

• Represents the timeframe in which your CE requirements must be completed in order to maintain and renew your license.

• This period defines when CE activities count toward meeting your license renewal obligations.

How They Work Together

• In almost all states, regulatory bodies have determined that the Licensing Periods and CE Renewal Periods are identical.

  • Within CE Zoom, this means the start and end dates are automatically linked and cannot be edited to work independently of each other.

  • If you update one, the other will update as well, since your regulatory body issues newly renewed licenses that align with the CE reporting period.

• In the few states where, regulatory bodies have determined that these periods differ, you will be able to manage each independently.

  • This allows you to accurately track your license renewal Periods while also managing CE Activities completed within set CE renewal period window.

2. Current CE Renewal Periods

Click this tab to view all Active and Current Renewal Periods for each license on your account.

3. Inactive Licenses

Click here to view Inactive licenses. Inactive licenses is a filter that will hide a licensee and its Tracker until the license dates indicate that it has been reactivated.

Please note:

• If a license has been marked inactive, it can be reactivated from the license manager.

4. Add License

Use this button to add a new professional license to your account. 

5. License Table (List of All Licenses)

 

6. 'View All' Licenses and CE Reporting Periods

By clicking, View All, under the License Period or CE Reporting Period, CE Zoom will display a history of all renewal periods you have added for that license.

 

Each renewal period is marked with a blue dot showing its start and end dates. CE Activities are automatically allocated to the correct renewal period so you can easily track and verify how they fulfill the specific renewal requirements for the license.

Important Notes

• We recommend starting with the most current CE renewal period or a renewal period that includes the date July 1, 2025 or later.

• At this time, CE Zoom (V2) does not support trackers for renewal periods prior to 2025.

  • If a previous CE renewal period is added, trackers may not accurately reflect the CE requirements for the dates indicated, as Trackers are design to work in a 'real time' view to support current requirements. 

  • Historical CE renewal periods and associated Trackers can be viewed within the Legacy CE Zoom Platform. 

 

License Actions Available on This Page

7. Edit Licenses Details

Edit Your Current Renewal Period

You can perform this action from the Manage License action menu

Edit Your Previous Renewal Periods

You can perform this action from the View All button in the License and CE Periods columns.

If you have more than one renewal period (renewal periods are automatically created when your license expiration date passes), you may edit each independently to adjust dates or make corrections.

Inactivate/Re-Activate Your License

There may be times when you need to mark a license as Inactive in CE Zoom. Common reasons include:

• • You moved and no longer want to keep a license active in a previous state.

  • You changed careers and chose not to renew your license.

  • You completed additional education and now hold a different license.

  • Your licensing agency has placed your license into and Inactive status.

  • You placed your license in retirement status.

If your situation changes, you can easily re-activate the license in CE Zoom so that it is once again tracked in your account.

 Note: Inactivating a license does not delete it from your account; it simply a Filter that removes it from active tracking until you re-activate it.

Managing Renewal Periods

From this screen, you can:

• • Edit a renewal period: The dates will be highlighted in light blue until saved.

  • Delete a renewal period: The dates will be highlighted in red until saved.

  • Save your updates: Changes are not applied until you click Save.

⚠️ Rules:

• • Renewal periods cannot overlap.

  • Renewal periods with submitted transcripts are locked and cannot be edited.

8. Delete License

The Delete License option should be used carefully, as it permanently removes a license and all associated renewal periods, and CE records will no longer be allocated to the deleted license, changing your historical data.  

Common reasons for deleting a license may include:

• You accidentally added the wrong license.

• You no longer wish to track or have any history for this license in CE Zoom.

Important: If you simply no longer maintain or renew a license, we recommend marking it as Inactive instead of deleting it. Inactivation preserves your history and allows you to re-activate the license later if needed.

 

9. View License

The View License option allows you to quickly access a copy of your license if you have uploaded it into CE Zoom. This feature provides viewable documentation of your licensure at your fingertips, making it easy to provide proof whenever needed.

Why this is helpful:

• If you work as a Temp Worker or move between offices locations, you can instantly show proof of licensure without carrying a physical copy.

• You can share or display your license to an employer, colleague, or regulatory body on the spot.

• Keeps your records organized in one secure place, accessible anytime.

Tip: Be sure to upload a copy of your license in CE Zoom to take full advantage of this feature.

 

 

10. Scroll Bar

Use the horizontal scroll bar to view all columns in the License Manager table.  This allows you to access additional license details that may not be visible on smaller screens or window sizes.