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Continuing education tracking template
Finished a course? Keep the details and the certificate location together. Print this blank CE log, or download a text copy to fill in on your own device. Use a separate copy for each license and renewal cycle.
This is a blank worksheet, not an online form. Nothing you write on your downloaded or printed copy is sent to CredTally.
Your CE record
One license · one cycleLicense / credential: ____________________
Board / issuer and state: _________________
Cycle start: __________ End: __________
Renewal deadline: ____________________
CE reporting deadline: __________________
Official source / date checked: ____________
Required amount, unit and topics: ________________________________________________
| Course / provider | Completed on | Amount / unit | Topic / eligibility check | Certificate location |
|---|---|---|---|---|
| 1. | Blank completed on for entry 1 | Blank amount / unit for entry 1 | Blank topic / eligibility check for entry 1 | Blank certificate location for entry 1 |
| 2. | Blank completed on for entry 2 | Blank amount / unit for entry 2 | Blank topic / eligibility check for entry 2 | Blank certificate location for entry 2 |
| 3. | Blank completed on for entry 3 | Blank amount / unit for entry 3 | Blank topic / eligibility check for entry 3 | Blank certificate location for entry 3 |
| 4. | Blank completed on for entry 4 | Blank amount / unit for entry 4 | Blank topic / eligibility check for entry 4 | Blank certificate location for entry 4 |
| 5. | Blank completed on for entry 5 | Blank amount / unit for entry 5 | Blank topic / eligibility check for entry 5 | Blank certificate location for entry 5 |
| 6. | Blank completed on for entry 6 | Blank amount / unit for entry 6 | Blank topic / eligibility check for entry 6 | Blank certificate location for entry 6 |
Confirmed eligible total, by unit: __________________________________________
Topic-specific gaps / remaining work: _____________________________________
Questions to resolve with the board / issuer: ________________________________
A personal organizer, not an official transcript, renewal submission or compliance determination. Confirm current rules and course eligibility with your board or issuer. Keep certificates separately. Do not include patient or client information.
A five-minute after-course routine
- Record what the certificate says. Note the course, provider, completion date, amount and unit. Do not assume hours, CEUs and CPE units are interchangeable.
- Keep the evidence findable. Save the certificate in the relevant cycle folder and write its filename or location in the log.
- Separate completed from eligible. Mark an entry unchecked until you have checked the applicable requirements. Record the source or an unresolved question in the eligibility column.
- Review the gaps. Total only confirmed eligible entries using the same unit. Track mandatory topics without adding the same course to your overall total twice.
When you want the dates and documents together
Keep using the worksheet for free, or try CredTally's digital workflow with fictional example records. The demo requires no account. A free account includes one license, ten credit entries and two vault credentials.
Before you use the log
Does filling this out report my CE?
No. It does not send anything to a board or issuer. Check the official reporting process and verify that any required reporting is complete.
Can nurses, insurance agents, real estate agents and CPAs use it?
The blank fields can organize records across professions. The template does not supply profession-specific requirements, determine eligible credit or replace an issuer's required form.
Can I share it with a colleague?
Yes. Share the public link or a blank copy. Keep your completed records private and retain supporting documents according to the requirements that apply to you.