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Staff management

Continuing Professional Education overview

If your firm is licensed for Practice CS Staff Management, you have access to tools that can help you track Continuing Professional Education (CPE) course information.
  • Enter CPE course information.
  • Schedule staff to attend CPE courses.
  • Enter staff CPE time.
  • Track the cost of CPE credit hours.

Entering and scheduling individual CPE courses

If you've never used Staff Management to track CPE courses, you will need to set up CPE course accountancies and sponsors.
  • Select
    Setup
    ,
    CPE Course
    , and then
    Accountancies
    .
  • Select
    Setup
    ,
    CPE Course
    , and then
    Sponsor
    .
Once you have at least 1 CPE course accountancy and 1 CPE course sponsor, you can enter CPE course information and schedule staff members for the course.
To enter a CPE course follow these steps:
  1. Select
    Add
     in the toolbar.
  2. Select the down arrow.

Entering administrative time for CPE courses

If you have never entered CPE time, you need to set up a CPE activity. Follow these steps to add a CPE Activity.
  1. Select
    Setup
    , then
    Activity
    .
  2. Select
    Add
    .
  3. Enter the
    ID
    ,
    Description
     and
    Invoice Description
  4. Leave the
    Type
     set to
    Time
    .
  5. Change the
    Class
     to
    Administrative
  6. Change the
    Administrative Type
     to
    CPE Course
    .
  7. Under the Rates section, select
    Fixed Rate
     and leave the amount at
    $0.00
    .
  8. Select
    Enter
     to save the activity.
Once you have created a CPE time activity, you can enter staff time using that activity by selecting
Actions
 then
Time & Expense Entry
. You will need to associate the time entry with the CPE course.

Reporting

Practice CS provides a CPE Course Cost Analysis report and a CPE Course Credit Listing report in the Staff Management folder on the Print Reports screen. The CPE Course Cost Analysis uses the Cost per attendee of the CPE course and the staff cost to calculate the cost per credit for a CPE course. The CPE Course Credit Listing report shows information about scheduled CPE courses over a specific date range.

This article applies to:

  • Product: Practice CS