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Module 7: Learner Credit Claims

This feature allows learners to submit off-platform activities for admin approval.


Enabling Credit Claims

Navigate to LearnDash CPD → Settings, open the Claims tab, enable the credit claims feature, and save your settings.


How Learners Submit Claims

Learners access their front-end LearnDash CPD dashboard and click the Claim credits button.

A modal will appear requiring the following details:

  • Activity Name
  • Activity Type
  • Claimed Points
  • Activity Date
  • Provider/Organizer (Optional)
  • Description
  • Evidence Upload (PDF, JPG, or PNG)

Available Activity Types include: Webinar, Virtual Session, Conference/Summit, In-Person/Training, Workshop/Seminar, Online Course (External), Self-Study, Publication/Article, and Other.

Once submitted, the learner can view the claim in their My Credits Claim section with a Pending status.


The Admin Review Process

Admins navigate to LearnDash CPD → Logs and open the Credits Claimed tab.

This screen displays a list of all user claims, including details like submission date and attached evidence.

Admins can click to Approve or Reject the claim.

  • Rejecting: Admins have the option to add a custom reason for the rejection.
  • Approving: Admins can adjust the final amount of credits awarded out of the initially claimed amount.

Notifications & Visibility

  • Admins receive an email notification when a new claim is submitted.
  • Learners receive an email notification when their claim is approved or rejected.
  • Approved claims immediately update the status in the backend logs, the user’s front-end dashboard, the front-end External Activities section, and the verification page for auditing.

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