Credits can be missing from a user's compliance transcript for several reasons, and most are fixed in the program setup. If a program isn't applying to a compliance record, work through the steps below in order.

Quick summary

1. Confirm the program and session have a field of study and credits. Additionally, confirm that the Program Qualification is checked, if applicable. 
2. Confirm those credits are applied to the jurisdictions.
3. Re-apply changes to users who already passed.
4. Update individual users manually if they hold custom credits or need a one-off fix.

Step 1: Check the program and session setup

Start by confirming the program is set up correctly.

1. Open the program and confirm that the program and the associated session each have a field of study and credits assigned. If a Program Qualification is required, ensure that the Program Qualification has been checked. 

    2. If they do, confirm that the program has credits applied to the jurisdictions you expect.

Step 2: Apply jurisdiction credits and re-apply to passed users

Jurisdiction credits are often missing because the field of study and credits were updated after the program was first saved and users had already passed.

1. In the session, make sure the field of study and credits are entered.

2. Select Update Jurisdiction credits for this session. The credits should now appear under the jurisdictions.

   

3. Verify the credits show in the jurisdictions you expect.
4. Save your changes. When the pop-up appears, select Re-Apply changes to passed users. This updates credits for all users who already passed.

Users who passed with custom credits

Users who passed with custom credits, including instructors, are not captured by Re-Apply changes to passed users, because that option only updates default credits. These users must be updated individually.

If many users in the course have custom credits, update them in bulk with the Earned Credits bulk upload instead. See Bulk Uploads: Earned Credit.

Updating a single user record

When only one user needs a fix, update their credits at the program level. This is common when the program qualification wasn't checked when entering an external program to the record, or when a jurisdiction's CPE requirements call for manually applied credits.

To update credits as an admin:

1. From the user's transcript, open the action button for the program and select Manage Attendees.

   

2. In Manage Attendees, find the user, open their action button, and select View Credits.

   

3. In the pop-up, select Edit This Credit.

   

4. In the user's individual session record, update the credits for the applicable jurisdiction.

   

5. Select Save. The credits should now apply to the compliance record.

Alternatively, you can require that the user send request an update to their compliance record for credits using the Approval Request: Credit Modifications. 

Transcript vs. Compliance Transcript

LCVista offers two views of a user’s training history. Both draw on the same data, but they answer different questions.

The Transcript

The Transcript is the complete record of a user’s training: completed, enrolled, and incomplete items, including both CPE and non-CPE courses. It reflects the full cumulative credits a user could have received.

• Use it to: verify that a course was completed, check enrollment status, or review everything a user has engaged with, whether or not it counts toward a requirement.

The Compliance Transcript

The Compliance Transcript is jurisdiction-specific. It shows only the CPE that qualifies for a particular jurisdiction, and only the credits that can be claimed toward that jurisdiction’s requirements. It will often show fewer items and lower totals than the Transcript, which is expected.

• Use it to: determine whether a user is meeting a jurisdiction’s requirements, prepare documentation for a licensing body, or answer what a user can actually claim.

Why credits differ across jurisdictions

Each jurisdiction has its own acceptance rules, and the system applies programs based on the specific board's requirements. Some jurisdictions do not accept certain fields of study, some restrict delivery methods, and some limit the number of credits a user can earn in a given area.

Because of this, credit for the same completion won't always match across jurisdictions. If a program is missing from one jurisdiction but present in another, review the board rules along with credit limitations/caps before assuming something is wrong.