Assemble institutional evidence and hand the exact revision to independent review.
Administrator checks the institution's applicable accreditation standard, effective period and policy reference. Accreditation Management Operator selects that standard for the cycle and confirms the organization and owner. Resolve an ambiguous standard code before attaching evidence; a similar display name can conceal a different policy version.
Accreditation Management Operator records the cycle number, name and submission date in Draft. Use the date convention agreed by the institution and keep the cycle owner accountable for the preparation handoff. The selected cycle in Accreditation Cycles Workspace becomes the place to inspect its supporting evidence.
Accreditation Management Operator adds criterion observations with their source record identifiers and dates, retaining quantities with units where relevant. Attach supporting documents to the cycle and record their verification checks under the responsible person. Resolve a document from the wrong reporting period before presenting it as support for the observation.
Accreditation Management Operator submits the prepared revision. Validation checks the cycle against its evidence, freezes the validated revision and routes it to an independent reviewer. Submission moves the cycle from Draft to Submitted; successful validation moves it from Submitted to Verified. This handoff prepares the review; the reviewer still has to make the decision.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.