How CLE Credits work
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This article explains how CLE credits in CLESite are counted and applied.
When awarding a CLE credit to a course
When adding a CLE credit to a course in the course editor it is important to note that, if the credit being awarded is a special credit, an additional credit does not need to be applied to the General credit type.
If the course is expected to award just a General credit, then a General credit would be added under the General credit type in the course editor.
When a user is awarded the credit and it is accounted for under their CLE plan
When attendance is taken and the attendee is awarded the credit they earned from attending the course, their CLE plan will automatically be updated with their new completion percentage.
This completion percentage is broken down under the General Requirements and Specific Requirements break down boxes. There it will show a Required amount, Earned amount, an Applied amount, and a Needed amount.
The Required amount listed in the General Requirements box is the Total number of credits an attorney should earn in order to meet compliance for that jurisdiction. This Required amount includes the Specific Requirements credits as well, so it adds the General Requirements credits and the Specific Requirements credits all together.
The Required amount listed in the Specific Requirements is the amount of credits the state bar says an attorney must earn of that specific credit type. Once a Specific Requirement credit is awarded the system will automatically apply it to the requirement AND the General Requirement amount because it is counted in that total, as well.
The Earned amount shows how many credits the attorney has earned throughout their current compliance period. This is counted exactly how the Required amount is calculated. The General Requirement, Earned amount is a total of General and Specific Requirements.
The Applied amount, once the attorney is compliant, will mirror the Required amount. The Applied amount counts the exact number of Required credits that an attorney earns and applies them to the current compliance period. Once the credits are applied and the attorney has fulfilled the requirements of the compliance period, the system updates the attorney's status to Completed. Any credits earned in excess of the total required for the compliance period are recorded under the Earned amount.
The Needed amount displays the credits still needed for the current compliance period. The Needed amount under the General Requirements section displays the total amount of credits still needed to complete the requirements for the current period. The Needed amount under the Specific Requirements section displays the credits still needed in those specialty categories of credit. Specialty credits are also counted in the Needed amount in the General Requirements section.
