User guides
Accreditation

Accreditation

Track the CPD hours and points people and organisations earn from events, calls and forms. Frameworks are configured for your account, so the rules match your reporting.

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General

Accreditation

Accreditation — Overview

Manage accreditation frameworks, record activities and track CPD progress across contacts and organisations.
Edited
October 5, 2026
Accreditation

Accreditation — Frequently asked questions

Rename accreditation tab, configure categories, backdate records and export data
Edited
October 5, 2026
Accreditation

Accreditation — Limitations & best practice

Set up accreditation frameworks, manage backdating, evidence and auto‑approval.
Edited
July 7, 2026

Workflows

Procedural

Activities, hours & points capture

Capture activities, allocate hours/points and backdate entries in SwiftFox
Edited 
November 2, 2026
Procedural

The Accreditation Action Centre

Filter, approve and export accreditation records, manage hours, points and status.
Edited 
October 21, 2026
Procedural

The Accreditation profile tab

Manage accreditations, track hours/points, add activities and export data
Edited 
October 21, 2026
Procedural

Accreditation frameworks & configuration

Configure accreditation frameworks, categories, rules and rolling intervals in SwiftFox.
Edited 
October 14, 2026
Procedural

Accreditation — Workflows: step-by-step

Configure accreditation, add activities, backdate records, monitor goals and generate reports in SwiftFox.
Edited 
July 7, 2026
Procedural

Awarding hours & points via Events

Award hours and points automatically via Events in SwiftFox
Edited 
July 7, 2026
Procedural

Segmenting & reporting Accreditation with List Builder

Segment accreditation records and export or email results using List Builder.
Edited 
July 7, 2026

Limitations & best practice

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