Credential status by organization List
Group packet status by organization and credential requirement.
Inspect credential status, license dates, evidence, follow-up and staff learning.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Submitted | 32 | ||
| Verified | 6 | 19% | |
| Reviewed | 2 | 33% | |
| Current | 1 | 50% |
Sample totals per stage
Group packet status by organization and credential requirement.
List employee, license number, expiry date, packet owner and current packet status.
Compare recorded CME credits with required credits for each packet.
Show documents without verification alongside their packet and document date.
Show each packet's review decisions, source revision, reviewer and decision date.
Group open and in-progress actions by assignee and due date.
Link employees and departments to course enrollment completion status.
Show request status, start and end dates, employee and approver.
Start free, then use Proto to change fields, steps and approvals before your team goes live.