What the agent can do
- Credentialing Coordinator: Find Submitted packets with approaching license expiry and list their owner and outstanding follow-up.
- Credential Reviewer: Bring together the packet revision, CME activity outcomes and attached document references for inspection.
- HR Manager: Show active employees whose credential packets are Expired or awaiting review.
- Learning Coordinator: Compare course completions and training records with the activities recorded on a staff packet.