Accreditation Management

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  1. Accreditation Management
  2. Use Proto with Accreditation Management
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Put an AI agent to work in Accreditation Management

Prepare configuration and investigate accreditation work with accountable human decisions.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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. A generated explanation does not replace the original source document or the recipient's acknowledgment. Review any recommended source-mapping change with the person responsible for that information.

Set up Accreditation Management your way.

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

Start now Download Proto

How to get started