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Accreditation Management · Available now

Prepare accreditation evidence and carry each reviewed revision through delivery.

Accreditation Management organizes an institution's accreditation cycles against the standards it has selected. Each cycle belongs to an organization and an owner, with criterion observations and supporting documents attached to the same working record.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive accreditation cycles
Accreditation Management · Accreditation cycles

Active accreditation cycles

Accreditation cycles in one list

New accreditation cycle
Accreditation cycles in view
6
Draft
2
Submitted
2
Verified
1
Draft2
Northbank College 2026 reviewHarbor Ridge Training Center
760
14 Oct
Silverbrook Institute 2026 cyclePinecrest Skills Center
950
25 Oct
Add
Submitted2
Willow Vale Clinic renewalMeadow Quay Health
790
23 Oct
Meadow Quay Health annual reviewPinecrest Skills Center
190
11 Oct
Add
Verified1
Harbor Ridge Training Center reviewNorthbank College
220
29 Oct
Add
Decided1
Cedarfield Laboratory reassessmentPinecrest Skills Center
940
11 Oct
Add
Northbank College 2026 reviewAccreditation cycles · AC-28547
Draft
OrganizationHarbor Ridge Training Center
DefinitionTechnical Skills Standard, 2026
OwnerAhmed El-Sayed
Submitted date14 Oct
Revision760
Review decisionAC-28547 · Northbank College 2026 review

Accreditation Management Reviewer decides independently on the submitted revision and records the reason before an approved outcome can be delivered.

Waiting for Accreditation Management Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

Keep accreditation evidence with its cycle

Every feature works on the same records. Pick one to see the screen your team works in.

Accreditation cycles

Give each accreditation cycle an owner, an applicable standard and a traceable outcome.

  • Choose the institution
  • Assign preparation
  • Retain the revision
  • Accreditation cycles
  • Accreditation standards
  • Organizations
  • People
  • State history
Explore accreditation cycles
OverviewCycles awaiting validation
Accreditation Management · Accreditation cycles

Cycles awaiting validation

Approval conditions

New
NumberNameDefinitionOwnerSubmitted dateStatus
AC-65241Northbank College 2026 reviewPatient Safety Standard, 2025Daniel Okoro24 OctSubmitted
AC-43400Willow Vale Clinic renewalFacilities Safety Standard, 2025Sofia Marin27 OctSubmitted
AC-21247Harbor Ridge Training Center reviewTechnical Skills Standard, 2026Daniel Okoro14 OctSubmitted
AC-14439Cedarfield Laboratory reassessmentGovernance and Ethics StandardLeila Haddad02 NovSubmitted
AC-39337Silverbrook Institute 2026 cycleLaboratory Quality Standard, 2025Mina Laurent25 OctSubmitted
6 of 6 records
Northbank College 2026 reviewAccreditation cycles · AC-65241
Submitted
DefinitionPatient Safety Standard, 2025
OwnerDaniel Okoro
Submitted date24 Oct
Revision810
Example screen with sample data
Process

From prepared evidence to a recorded outcome

Accreditation evidence to outcome ships ready to use. One step needs a named approval before the work moves on: Review decision (Accreditation Management Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare cycle

    Select the institution and applicable standard, then assign the preparation owner.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Operator
    Prepare cycleBy Accreditation Management Operator

  2. Collect evidence

    Gather observations and supporting documents with their original source references.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Operator
    Collect evidenceBy Accreditation Management Operator

  3. Validate submission

    Check the assembled evidence and hand the validated revision to an independent reviewer.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Operator
    Validate submissionBy Accreditation Management Operator

  4. Review decision

    Approve, return or reject the exact revision with a recorded reason.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Reviewer
    Review decisionBy Accreditation Management Reviewer
    ApprovalAccreditation Management Reviewer decides independently on the submitted revision and records the reason before an approved outcome can be delivered.

  5. Deliver outcome

    Follow the approved outcome through execution and its recorded receipt.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Reviewer
    Deliver outcomeBy Accreditation Management Reviewer

  6. Correct revision

    Preserve the earlier outcome while a corrected successor receives independent review.

    Northbank College 2026 reviewAC-28547 · Accreditation Management Operator
    Correct revisionBy Accreditation Management Operator

Start with Prepare and validate a cycle

Inside a record

Connect institutional sources and delivery receipts

Open any accreditation cycle to see its criterion evidence, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Organization, Definition, Owner and Submitted date.

  2. 2
    Criterion evidence

    Each line is linked to this accreditation cycle.

  3. 3
    Who works on it

    Administrator, Accreditation Management Operator and Accreditation Management Reviewer, each with their own permissions.

  4. 4
    Process stages

    Prepare cycle and Submit cycle, with the role that acts.

  5. 5
    Approvals

    Review decision, with who decides.

Active accreditation cyclesNorthbank College 2026 review
Accreditation Management · Accreditation cycles

Northbank College 2026 review

Harbor Ridge Training Center · Draft

Log activity
1
Record details
OrganizationHarbor Ridge Training Center
DefinitionTechnical Skills Standard, 2026
OwnerAhmed El-Sayed
Submitted date14 Oct
2
Criterion evidence

Northbank College 2026 review

ParentSequenceDescription
Northbank College 2026 review60Faculty licenses current at review
Eastmere Academy renewal90Calibration traceable to standard
Willow Vale Clinic renewal20Assessment samples span all cohorts
Criterion evidence
6
Total sequence
370
3

Who works on it

  • AdministratorManage accreditation standards
  • Accreditation Management OperatorManage accreditation cycles, criterion evidence, evidence…
  • Accreditation Management ReviewerManage review decisions
4

Process stages

  • Prepare cycleAccreditation Management Operator
  • Submit cycleAccreditation Management Operator
5

Approvals

  • Review decisionAccreditation Management Reviewer
    Approved
Example screen with sample data
Approvals

Give each revision an independent decision

OverviewApprovals
Accreditation Management · Overview

Approvals

Signed in as Accreditation Management Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • AC-65241Northbank College 2026 review
    Patient Safety Standard, 2025Requested by Daniel Okoro
    Submitted0dActions
  • AC-43400Willow Vale Clinic renewal
    Facilities Safety Standard, 2025Requested by Sofia Marin
    Submitted2dActions
  • AC-21247Harbor Ridge Training Center review
    Technical Skills Standard, 2026Requested by Daniel Okoro
    Submitted4dActions
  • AC-14439Cedarfield Laboratory reassessment
    Governance and Ethics StandardRequested by Leila Haddad
    Submitted6dActions

Who approves what

DecisionApprover
Review decisionApprove, return or reject the exact revision with a recorded reason.Accreditation Management Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Accreditation Management to the work that is theirs. Pick a role to see what it starts with.

Administrator

Maintains approved accreditation configuration: record entry on Accreditation Standards, read-only on all operational, review and provenance tables, and access to all four accreditation pages. No schema editing, deletion, bulk operations or export grants.

This is the first screen this role sees.

OverviewCurrent accreditation standards

Current accreditation standards

Accreditation standards · Administrator

NameCodeOrganizationEffective fromEffective toPolicy reference
Clinical Training Standard, 2026CTS-2026Willow Vale Clinic21 Oct26 OctPOL-EDU-2026-04
Laboratory Quality Standard, 2025LQS-2025Pinecrest Skills Center21 Oct28 OctPOL-LAB-2025-11
Continuing Education Standard, 2026CES-2026Northbank College24 Oct01 NovPOL-CE-2026-02
Patient Safety Standard, 2025PSS-2025Cedarfield Laboratory24 Oct02 NovPOL-SAFE-2025-08
Technical Skills Standard, 2026TSS-2026Cedarfield Laboratory17 Oct21 OctPOL-SKILL-2026-03
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Understand pending evidence and delivery exceptions

Read evidence readiness, independent decisions and delivery exceptions in context.

Overview
Accreditation Management · Overview

Accreditation Management dashboard

This quarter

Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
1

Accreditation cycles by status

How far records got this quarter

StageReachedStep
Draft29
Submitted621%
Verified233%
Decided150%

Revision by status

Sample totals per stage

2.0k0
2.0kDraft
-3000Submitted
-5000Verified
-2000Decided
-5000Delivered
Example screen with sample data
  1. 01Cycle progress by standard

    Which institution and framework does each cycle belong to, and what stage has it reached?

  2. 02Criterion evidence outcomes

    Which observations remain pending, and where has evidence been accepted or rejected?

  3. 03Document verification queue

    Which supporting documents still need checking, and who is named to verify them?

  4. 04Independent decision register

    What did the reviewer decide for the particular revision, and what reason supports that decision?

  5. 05Follow-up action aging

    Which unresolved actions are due, and who owns the next response?

  6. 06Execution exception register

    Which attempts failed or have an unknown result that needs investigation?

  7. 07Delivery trace

    Can the team connect a delivered cycle to the recorded execution and receipt?

  8. 08Revision transition history

    What changed between recorded states, and who acted on the revision?

All reports and dashboards

Who it's for

Support institutional and program accreditation work

See how Accreditation Management fits your kind of team.

Institutional quality teams

Coordinate institutional accreditation evidence across the people preparing and reviewing it.

Program accreditation teams

Keep program evidence aligned with its selected standard and reviewed revision.

Multi-institution quality offices

Follow accreditation cycles across institutions while preserving their local ownership.

Controls

Preserve the reason behind each change

Each stage of accreditation evidence to outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewAccreditation evidence to outcome
Accreditation Management · Process

Accreditation evidence to outcome

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
12
Submit cycle
Accreditation Management Operator
StatusDraft → Submitted
RecordsAccreditation cycles
Validate submission
Accreditation Management Operator, Accreditation Management Reviewer
StatusSubmitted → Verified
RecordsAccreditation cycles, Criterion evidence, Review decisions
Review decisionApproval
Accreditation Management Reviewer
StatusVerified → Decided
RecordsAccreditation cycles, Review decisions
Accreditation evidence to outcome
  1. Start
    Collect evidenceAccreditation Management Operator
    Criterion evidence
  2. Step
    Submit cycleDraft → Submitted
    Accreditation cycles
  3. Step
    Validate submissionSubmitted → Verified
    Accreditation cycles
  4. Approval
    Review decisionVerified → Decided
    Accreditation cycles
  5. Approval
    Deliver outcomeDecided → Delivered
    Accreditation cycles
Example screen with sample data

See each stage in detail

AI agent

Prepare your accreditation cycle with Proto

Prepare configuration and investigate accreditation work with accountable human decisions.

It can

  • Accreditation Management Operator: Find pending evidence for my cycle and explain which supporting documents still await verification.
  • Accreditation Management Reviewer: Summarize the evidence and earlier decisions for the revision assigned to me before I decide.
  • Administrator: Compare the standard selected for a cycle with its organization, effective period and policy reference.
  • Read Only Analyst: Explain a delivered cycle using its independent decision, execution trace and recorded receipt.

Stays with a person

  • Proto helps prepare information and configuration within the person's access.
  • Accreditation Management Reviewer still makes the independent decision on the submitted revision.
  • The preparation account cannot approve its own work through an assistant, and an uncertain delivery needs actual destination evidence before it is treated as complete.
  • When an executed cycle needs correction, preserve the earlier revision and route the successor through review.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Accreditation Management
  • Institutional evidence sources
  • Document repositories
  • Accreditation submission destinations
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Accreditation cycles5
  • Standards and source mappings5
  • Criterion evidence and documents4
  • Independent review6
  • Outcome delivery5
  • Corrections and follow-up6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the cycle boundary

    Choose the institution and accreditation standard for the pilot. Administrator confirms the policy reference and effective period. Identify the preparation owner and an independent reviewer, and agree what the internal approval authorizes.

  2. Map the evidence

    Review source record identifiers, observation dates and units with the departmental owners. Inspect document attachments and external references. Agree any source mapping and delivery connection before importing operational evidence.

  3. Configure working access

    Set the authorized organizational scope for Accreditation Management Operator and Accreditation Management Reviewer. Arrange Read Only Analyst access for progress review. Confirm who maintains standards and who handles staff and source-mapping setup.

  4. Rehearse the handoffs

    Prepare a cycle, submit it for validation and record an independent review. Include a returned decision, an attempted self-approval and a document from the wrong period. Trace an approved outcome through its execution and receipt.

  5. Resolve corrections and release

    Rehearse an uncertain delivery and a correction to an executed revision. Compare original and successor evidence with the reviewer. Reconcile the imported references with their sources and obtain the institution’s acceptance before extending the rollout.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Accreditation Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Accreditation Management for your business. Start with an institutional accreditation cycle, its applicable standard, representative evidence and an independent reviewer. Rehearse a returned decision and a corrected delivered revision before expanding.

How do we select the applicable standard?

Administrator maintains the standard's code, institution, policy reference and effective period. Accreditation Management Operator selects the intended standard for the cycle. Confirm the code and organization when similar names appear in different institutions.

How does criterion evidence stay connected to its source?

Each observation belongs to a cycle and retains its source record identifier. Use the description, observation date and quantity with its unit to explain what the source contributes. Supporting documents retain their own external reference and connect to the same cycle.

Who checks documents and who approves the cycle?

Accreditation Management Operator prepares supporting documents and records their verification under the named person. Accreditation Management Reviewer separately decides on the validated cycle revision. A verified document does not replace that independent decision.

Can the person preparing the cycle approve it?

The independent reviewer must differ from the person preparing the work. Agree reviewer assignments during setup and rehearse attempted self-approval with ordinary role accounts before the pilot begins.

What happens when a reviewer returns the evidence?

The decision retains its reason and evidence reference. Accreditation Management Operator uses that explanation to prepare the correction, and the reviewer examines the revision presented for a new decision. Preserve the earlier decision so the team can understand the change.

How do we know the outcome was delivered?

Inspect the cycle's delivery reference and completion date alongside the operation trace. For a connected destination, retain its correlated receipt evidence. A queued action or an uncertain attempt still needs attention before the handoff is considered complete.

What happens if delivery has an unknown result?

Accreditation Management Operator investigates the original operation and provider references with the destination owner. Keep the uncertainty visible until the result is reconciled. Confirm what happened before requesting another delivery.

Can we correct an already delivered revision?

Use the documented correction process to preserve the earlier revision, evidence and decisions. The successor goes to independent review, with a compensating follow-up action when the previous delivery is superseded. Record the action's owner and resolution.

How can the quality office compare progress?

Read Only Analyst can examine cycle status, evidence outcomes and delivery exceptions within authorized scope. Compare each cycle against its organization and standard, then inspect the actual decision and receipt before explaining its outcome.

Set up Accreditation Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

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