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- Accreditation Management
- Who it's for
- Institutional quality teams
Institutional quality teams
Institutional quality teams gather evidence from departments whose source records and reporting periods may differ. Accreditation Management gives the coordinator a cycle linked to the institution's standard, with a named owner and supporting observations. The independent reviewer can examine the same revision and record a decision that the preparation team can act on.
How Accreditation Management is set up for you
Common cycle context
Keep each observation and document attached to the intended cycle. Departmental evidence should retain its original source reference, even when the coordinator has reorganized it for review.
Document verification
Check the attachment and its date against the observation being supported. A familiar document title can conceal an earlier reporting period, so the named verifier should be able to explain the check.
Independent decisions
Assign a reviewer who did not prepare the cycle. A returned decision should explain the unresolved issue and point to the evidence that needs attention.
Correction ownership
Assign follow-up work to a person with a due date and record the resolution. Preserve earlier decisions when corrected evidence reaches another review.
Institutional quality teams gather evidence from departments whose source records and reporting periods may differ. Accreditation Management gives the coordinator a cycle linked to the institution's standard, with a named owner and supporting observations. The independent reviewer can examine the same revision and record a decision that the preparation team can act on.
Choose an institutional cycle with an agreed accreditation standard and a manageable evidence collection. Include a departmental observation that can be traced to its original record and a supporting document that the reviewer can inspect. Bring the preparation owner and independent reviewer into the same rehearsal.
Work through a wrong-period document before the normal submission. Then deliver an approved outcome using the destination agreed by the institution. If an external accreditation portal is involved, configure its connection and receipt handling during setup. Finally, correct a delivered observation and verify that the earlier decision remains understandable alongside the successor revision. Use that history when deciding whether the next department is ready to join.
[Prepare the pilot](/accreditation-management/implementation) and [follow the evidence handoff](/accreditation-management/processes/prepare-and-validate).
Features to start with
Accreditation cycles
Give each accreditation cycle an owner, an applicable standard and a traceable outcome.
Standards and source mappings
Keep accreditation policy and imported evidence tied to the intended institution.
Criterion evidence and documents
Review each observation alongside its source and supporting documentation.
Roles on the team
- 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.
- Accreditation Management Operator
- Prepares assigned work: record entry on Accreditation Cycles, Criterion Evidence, Follow Up Actions and Evidence Documents, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
- Accreditation Management Reviewer
- Reviews independent assigned work: record entry on Review Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
- Read Only Analyst
- Reads authorized summaries and aggregates across every table plus the four accreditation pages. No record creation or editing, no schema or administrative capability.
Set up Accreditation Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.