Topic outline

  • Course and Completion Documentation

    Continuing Education Recordkeeping Policy

    Online-PDH maintains course, completion, and purchase records to support certificates, customer service, provider obligations, and continuing education audits across multiple licensing jurisdictions.

    Effective date: July 20, 2026

    Provider records do not replace the licensee’s records

    Online-PDH retains records as described below, but each licensee remains responsible for downloading certificates, retaining receipts and supporting documentation, reporting credit accurately, and following the current requirements of every board where the licensee is registered.

    7-year baseline for core course and completion records
    Longer when required for audits, disputes, reporting, or legal holds
    Customer copies matter because board duties remain with the licensee

    Why we use a seven-year baseline

    State engineering boards do not use one national retention period. Some establish detailed sponsor duties, while others require the individual licensee—not the provider—to preserve proof. Among the provider-specific requirements reviewed, Florida uses four years and New York and New Jersey use six years.

    Online-PDH therefore uses a seven-year baseline for core course and completion documentation. The additional year provides an administrative margin beyond the six-year sponsor requirements identified in this review. A longer period may apply when required by a board, provider approval, contract, tax or accounting rule, pending refund or payment dispute, complaint, audit, investigation, litigation hold, or other legal obligation.

    Records supporting a defensible completion

    The exact record available may depend on course format, completion date, board requirements, system changes, and whether the record originated with Online-PDH or a payment provider.

    Student and Completion Record

    • Name and account identifier
    • Applicable license or jurisdiction information provided by the student
    • Course title, code, PDH value, and delivery format
    • Enrollment, assessment, passing status, and completion date
    • Certificate information and available replacement copy

    Course Compliance File

    • Course description, objectives, outline, and study materials
    • Educational method and basis for assigned hours
    • Assessment method and passing requirements
    • Applicable course version and revision information
    • Available evaluation summaries and promotional descriptions

    Provider and Instructor File

    • Provider approval or registration information when applicable
    • Instructor or subject-matter-expert name and qualifications
    • Available curriculum vitae or professional background
    • Course-development and review information
    • Board reporting or sponsor documentation when required

    Purchase and Status File

    • Transaction date, amount, product, and processor identifier
    • Receipt or other available proof of purchase
    • Plan coverage and expiration information when applicable
    • Refund, duplicate-payment, chargeback, or correction status
    • Relevant customer and board correspondence

    How the baseline applies

    Record category Online-PDH baseline Starting point
    Completion, assessment, and certificate record At least 7 years Course completion date
    Attendance or participation record At least 7 years Course completion or participation date
    Course content, objectives, assessment method, and instructor qualifications At least 7 years Last completion using that course version
    Purchase, receipt, refund, and plan records At least 7 years, subject to financial requirements Transaction or final resolution date
    Support, audit, complaint, and board correspondence At least 7 years when material to completion or compliance Final communication or resolution date
    Security and routine technical logs For a shorter operational period when appropriate Log or event date
    Records subject to an audit, dispute, investigation, or legal hold Until the matter and required preservation period end Normal deletion is suspended

    The seven-year baseline is an internal minimum for the listed core records, not a promise that every item will remain in the same system, file format, or visual layout.

    Why one national rule does not work

    These official examples illustrate the range reviewed. “Provider” means the rule expressly addresses a sponsor or course provider; “licensee” means the board places the duty on the individual professional.

    Jurisdiction Who must retain Period Representative requirement
    Florida Provider and licensee 4 years Providers maintain attendance records available for board inspection; licensees retain completion documentation.
    New York Approved sponsor At least 6 years Broad course, faculty, participation, assessment, evaluation, promotional, and attendance records.
    New Jersey Approved provider 6 years Accurate attendance and completion records plus a written outline of course materials.
    Louisiana Licensee At least 6 calendar years Activity log and supporting documentation; the board may request copies.
    Oregon Licensee 5 years Supporting records may include certificates, paid receipts, attendance logs, and other proof.
    Georgia Licensee 4 years Professional-development log and supporting records must be available for audit verification.
    Minnesota Licensee 4 years after the applicable licensure period Supporting records may be requested for renewal verification, random audit, or complaint review.
    Ohio Licensee 4 calendar years beyond receipt of credit Attendance and supporting documentation must be available to the board.
    North Carolina Licensee 3 years CPC logs and documentation are retained in case of audit.
    Current rules and individual notices control.

    Board rules, approvals, reporting systems, and retention periods can change. This table is a representative compliance explanation, not a substitute for the current rule of every jurisdiction.

    How records should be managed

    • Restrict access to personnel and service providers with a legitimate need
    • Use reasonable authentication, access controls, HTTPS/TLS, maintenance, and backup practices
    • Preserve the relationship among the student, course version, completion, certificate, and purchase
    • Document material corrections, refunds, replacements, and board reporting when practical
    • Avoid silently changing historical course or completion information
    • Suspend routine deletion when an audit, dispute, investigation, or legal hold is known
    • Dispose of records securely when retention is no longer reasonably required

    Records customers should keep

    Do not depend exclusively on continued access to any provider website. After completing a course, save your own audit-ready file.

    Certificate

    Download and verify your name, course, date, provider, and PDH value.

    Receipt

    Keep the payment confirmation associated with the course or active plan.

    Course Details

    Save the title, description, objectives, study materials, and completion requirements.

    Board Log

    Record the activity in the format and retention period required by each jurisdiction.

    How to request an available record

    Email the request

    Use the email address associated with your account when possible.

    Identify the record

    Provide your name, course title, approximate completion date, and the board request if applicable.

    Allow verification

    We may verify identity, payment status, intended recipient, and the scope of the requested disclosure.

    Limits of this policy

    Record retention does not guarantee that a board will accept a course, that every historical item can be reproduced in its original format, or that Online-PDH can correct a missed renewal or audit deadline. A board’s current rules and audit instructions control, and the licensee remains responsible for compliance.

    Request a Record