Attendance Management for CPE Worthy Classes: A Calculo Deep Dive

Virtual classroom on a laptop screen
Virtual classroom on a laptop screen
Emily Asinger headshot

Emily Asinger

Emily Asinger is an Associate at Educe and has five years experience serving the accounting and professional service firm…

The recent NASBA Standards update for Continuing Professional Education (CPE) attendance monitoring and documentation requirements has firms in the accounting and financial services industry talking.

Ensuring accurate attendance tracking for CPE worthy classes is vital, and firms must adapt their processes and systems to remain in compliance. We recently wrote about how Calculo was able to quickly respond to address the updated Standards, while meeting the process and technical needs of its customers. In this blog, we’ll dive deeper into three Calculo features and how they seamlessly address the updated attendance management requirements.

Marking Attendance with Attendance Codes: Empowering Learners and Ensuring Accuracy

To help achieve NASBA Requirement 16-02, Calculo’s Mark Attendance feature helps learners more easily accomplish their responsibility of reporting their own attendance and missed time.

Calculo generates unique attendance codes that are used to validate that a learner is submitting attendance for a valid, active class. Calculo offers flexibility in attendance code generation. Clients can opt for daily attendance codes, ensuring a unique code for each day of the class, or choose a more straight-forward approach with a single code per class, irrespective of the duration. This adaptability caters to the diverse needs of businesses managing CPE-worthy classes, providing a seamless and efficient way to mark learner attendance, and missed time.

Another way Calculo ensures accurate attendance is by only displaying the attendance codes when the date of the class arrives. The attendance codes are only visible on class management screens to ensure that only the appropriate people have access to share them. In addition, with the daily attendance code option, Calculo expires the attendance code as soon as the day ends. This empowers learners to actively participate in attendance tracking, streamlines the process, and ensures accuracy as the codes are generated only when the class is in session.

Screenshot of Calculo attendance codes window

When it comes time for the learner to mark their own attendance, Calculo will only accept an unexpired, valid code. The Mark Attendance feature is also mobile friendly. As soon as learners are given the code, they can access Calculo from their device and easily report their attendance and missed time.

Calculo valid attendance code screenshot

Affidavit of Attendance: A Mechanism for Accurate Self-Reported Attendance

Expanding on NASBA Requirement 16-02, Calculo uses the Affidavit of Attendance feature to ensure that learners reporting attendance after a class has closed are including the required elements to validate their attendance.

Calculo goes a step further in guaranteeing accurate attendance reporting with its Affidavit of Attendance request. Recognizing that circumstances may lead to learners being marked as No Shows, the software provides a mechanism for learners to submit proof of their attendance after the session has concluded.

Learners who do not have attendance on a Group Live class can submit an Affidavit of Attendance request. They must submit either the attendance code used during the class or other relevant documentation as proof of attendance. When the learner reports their attendance and missed time, Calculo will show the learner a breakdown of the class agenda, with the start and end times of each module included. The combination of these aspects on the request allows for accurate reporting of attendance.

Calculo attendance verification screenshot

The Administrator view for Affidavit of Attendance requests adds another layer of control and insight. This feature allows administrators to delve into the specifics of each request, ensuring transparency and accountability in the attendance validation process.

Once the Affidavit of Attendance request is validated, Calculo automatically adds the learner to the class roster and calculates credits, ensuring that learners receive the precise credit amount they deserve. This streamlines the process, saving time and effort for both learners and administrators, and ensures accurate attendance is captured.

Attendance Monitors: Aligning with Regulatory Standards

In response to NASBA Standard 16-05, Calculo has recently released the new Attendance Monitor feature.

This feature requires Group Live classes that are delivered virtually to have the correct number of Attendance or Dedicated Attendance monitors for the number of learners in the class. Calculo makes this process as easy as possible by allowing users to add monitors directly to the class. Additionally, Calculo allows users to select which days of the class the Attendance Monitors are assigned to. By integrating this requirement into its functionality, Calculo ensures that professionals utilizing the platform adhere to the latest standards.

Screenshot showing Calculo's attendance monitor display

When it comes to ensuring that the correct number of Attendance Monitors are added, Calculo shows users specific messages about how many Attendance Monitors or Dedicated Attendance Monitors are required for the class. Specific messaging like this ensures that the software is helping organizations to avoid attendance monitoring issues that could prevent the awarding of CPE credit to learners.

Calculo's certification checklist screenshot

Trust Calculo for Precise and Compliant Attendance Management

In the intricate landscape of compliance and professional education, Calculo emerges as a reliable ally for organizations navigating the challenges of accurate attendance management. With features like Marking Attendance with Attendance Codes, Attendance Monitors, and the Affidavit of Attendance Request, Calculo provides a multifaceted approach to ensure precise reporting within the rules and regulations set forth by NASBA. Contact us to learn more about how Calculo can streamline your organization’s learning compliance processes.

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