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- Accreditation Management
- Data model and import order
The tables behind Accreditation Management
Accreditation Management ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Accreditation cycles
Accreditation cycles references Organizations, People through Owner, and accreditation standards through Definition; state history retains source transitions.
Standards and source mappings
Accreditation standards belongs to Organizations. Source mappings.Definition references the standard, with Version, source field, target field and transform rule retaining the mapping context. Users holds account and role references.
Criterion evidence and documents
Criterion evidence.Parent references the cycle and source record id identifies the original observation. Evidence documents.Source references the cycle and verified by references People.
Independent review
Review decisions.Source references the cycle; source revision, Reviewer and Decision identify the exact reviewed revision and outcome.
Outcome delivery
Operation runs.Source references the cycle, operation steps.Run references its run, and execution attempts.Source references the cycle. Correlate runs and attempts by both Source and operation key; these text operation keys are not reference fields.
Corrections and follow-up
Follow up actions.Source references the cycle and assigned to references People. State history preserves from status, to status, Actor and source revision with the recorded time and reason.
Every table, by feature
- Accreditation cycles5
- Standards and source mappings5
- Criterion evidence and documents4
- Independent review6
- Outcome delivery5
- Corrections and follow-up6
- Accreditation cycles
Accreditation cycles submitted for a standard, tracked through criterion evidence collection, independent review and submission.
Linked to Organizations, People, Accreditation standards - Accreditation standards
Published accreditation standards, criteria frameworks and policy versions applied by an organization.
Linked to Organizations - Organizations
Organizations and institutions that own accreditation standards and accreditation cycles.
- People
Staff, officers, reviewers and assigned team members.
Linked to Organizations - State history
Immutable workflow-written status transition history for each accreditation cycle.
Linked to Accreditation cycles, People
- Accreditation standards
Published accreditation standards, criteria frameworks and policy versions applied by an organization.
Linked to Organizations - Source mappings
Reviewed field mappings and transform rules between source payloads and target fields.
Linked to Accreditation standards - Organizations
Organizations and institutions that own accreditation standards and accreditation cycles.
- People
Staff, officers, reviewers and assigned team members.
Linked to Organizations - Users
Users
Linked to Users
- Criterion evidence
Observation-level criterion evidence, document and metric detail captured against an accreditation cycle.
Linked to Accreditation cycles - Evidence documents
Uploaded and verified supporting documents and source evidence.
Linked to Accreditation cycles, People - Accreditation cycles
Accreditation cycles submitted for a standard, tracked through criterion evidence collection, independent review and submission.
Linked to Organizations, People, Accreditation standards - People
Staff, officers, reviewers and assigned team members.
Linked to Organizations
- Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Accreditation cycles, People - Accreditation cycles
Accreditation cycles submitted for a standard, tracked through criterion evidence collection, independent review and submission.
Linked to Organizations, People, Accreditation standards - Criterion evidence
Observation-level criterion evidence, document and metric detail captured against an accreditation cycle.
Linked to Accreditation cycles - Evidence documents
Uploaded and verified supporting documents and source evidence.
Linked to Accreditation cycles, People - State history
Immutable workflow-written status transition history for each accreditation cycle.
Linked to Accreditation cycles, People - People
Staff, officers, reviewers and assigned team members.
Linked to Organizations
- Accreditation cycles
Accreditation cycles submitted for a standard, tracked through criterion evidence collection, independent review and submission.
Linked to Organizations, People, Accreditation standards - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Accreditation cycles, People - Operation runs
Workflow-maintained execution runs with operation key, input hash and persisted result reference.
Linked to Accreditation cycles - Operation steps
Ordered steps inside an operation run with input, output and external receipt state.
Linked to Operation runs - Execution attempts
Each recorded attempt to execute an approved action for an accreditation cycle.
Linked to Accreditation cycles
- Follow up actions
Assigned outstanding actions and corrections for an accreditation cycle.
Linked to Accreditation cycles, People - Accreditation cycles
Accreditation cycles submitted for a standard, tracked through criterion evidence collection, independent review and submission.
Linked to Organizations, People, Accreditation standards - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Accreditation cycles, People - State history
Immutable workflow-written status transition history for each accreditation cycle.
Linked to Accreditation cycles, People - Operation runs
Workflow-maintained execution runs with operation key, input hash and persisted result reference.
Linked to Accreditation cycles - Operation steps
Ordered steps inside an operation run with input, output and external receipt state.
Linked to Operation runs
Keys and references
The model contains 14 tables. Preserve original Id values and resolve references to those identities rather than matching display names. For Users, resolve the existing User reference and Email. A cycle’s Number and Name help people identify it, while Organization and Definition establish its operating context.
Keep criterion evidence.Quantity with Unit and observed on. Retain Description as the explanation of the observation. Evidence documents.Source links the file to its cycle. Use that cycle context when preparing imports and reports.
Match review decisions.Source and source revision, and operation runs.Source and source revision, to accreditation cycles.Id and Revision. A match on Source alone can mix revisions. Execution attempts has no source revision field: attribute an attempt to a revision only when Source and operation key resolve its matching run unambiguously; leave unmatched or ambiguous attempts unresolved. Preserve existing history during migration; do not invent past state history rows from a current status alone. Resolve operation steps.Run before associating any external receipt with the execution.
Migration order
- Establish Users access and load Organizations, then People with their organizational references.
- Load accreditation standards, then the reviewed source mappings against the correct Definition.
- Load accreditation cycles with their Organization, Owner and Definition resolved.
- Load criterion evidence, evidence documents and follow up actions with the intended cycle and person references.
- Preserve existing review decisions and state history with their source revisions; retain operation runs, then operation steps and execution attempts from authoritative execution history.
- Compare source records and references, inspect attachments and rehearse scoped access before opening the pilot cycle.
Set up Accreditation Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.