CEU Credit Tracker: Know Exactly Who's Renewal-Ready and Who's Behind

The problem this kills

Every licensed professional on your team has a renewal clock ticking — a total number of continuing-education units (CEUs) to earn, minimums in specific categories (ethics, clinical, safety), and a hard deadline. Miss it and they can't legally practice.

So you keep "the spreadsheet." One tab per person, certificates buried in email and a shared drive, and a recurring panic three weeks before each renewal where you manually add up credits, hope the categories add up, and chase people for the courses they swear they took. Duplicate certificates sneak in. Credits earned outside the renewal window get counted by mistake. Nobody's sure who is actually renewal-ready until it's almost too late.

This tool kills the spreadsheet and the panic. It gives you one live view of every person, their gap to renewal, and a paper trail an auditor would love.

What you'll build

A small, secure web app for you and your team:

• Requirements per license type — total CEUs required, category minimums, and the renewal date.
• Submissions — staff log each completed course (name, credits, category, date) and upload the certificate.
• An admin approval gate — an admin reviews each submitted credit (valid provider, correct category, right credit count, inside the renewal period) and approves or rejects it. Only approved credits count.
• A live gap view — for every person: total earned vs required, each category's progress, days to deadline, and a clear renewal-ready / behind status.
• Deadline reminders by email (via Resend) to staff and admins as renewals approach.
• Exports — a full CEU ledger CSV and a renewal-readiness summary you can hand to leadership or an auditor.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before it builds anything, the plan has the AI agent ask you about your license types, your category rules, how your certificates are named and stored, your real renewal cadence, and your messiest edge cases — then it tailors the data model and every later step to your answers. This is not a generic template; it becomes your tool.
• A clear definition of done so you know exactly when you're finished.
• Step-by-step build instructions, each ending with a ready-to-paste prompt for your AI agent.
• A "No API yet?" fallback so you can build the whole thing today from a CSV or Google Sheet — no integration with your HR or licensing system required — and export clean CSVs back out.
• A verification checklist to confirm everything works before you rely on it.

The governance it includes (this is the point)

This isn't a toy spreadsheet replacement — it's built to survive an audit:

• Login so only your team can use it.
• Row-level security so people only ever see their own organization's data.
• A human-in-the-loop approval gate — the tool drafts the credit, an admin reviews and approves it, and only then does it count toward a requirement. Renewal-ready status is confirmed by a person, never auto-declared.
• A complete audit trail — who submitted what, who approved it, and when.
• Duplicate and out-of-period guards — the same certificate can't be counted twice (dedupe on person + course + date), and credits earned outside the renewal window are rejected.
• Category enforcement — it checks category minimums, not just the total, so "enough credits" never hides a missing ethics requirement.

Who it's for

Teams of licensed professionals — nurses, accountants, engineers, brokers, social workers — and the compliance admins, office managers, and HR coordinators who are responsible for keeping everyone's license current.

You've got this. Make the folder, paste the first prompt, and let the agent interview you.