ACCOUNT Module

Base module to store and update master-level profiles for indviduals, organizations, and staff. All other modules help track and manage related transactions &  activities.

Used For

  • All ZapCertify Systems

Individual profile

  • Personal info
  • Contact info
  • Employer info 
  • Professional info
  • Demographic info
  • Background info
  • Preferences

Organization profile

  • Identification info
  • Contact info
  • Demographic info​

Staff profile

  • Personal Info
  • Role & Supervisor
  • Status

staff & Administrative access

Staff can access and manage all individual & organizaton profiles

​Administrators can access and manage staff profiles

Profile Attributes

Unlimited Yes/No type fields for tracking all sorts of profile information
​
  • Can be set by user
  • Automatically set by system
  • ​Can help control process flow
  • Make easier to query data

Delete from here

The application module includes a powerful rule-engine to handle any type of fee and discount policies
  • Route-based fee
  • Early-bird discount
  • ​Late fee
  • Member/non-member fee
  • Requested CEU-based fee

Review & Audit

Submitted apps can be assigned, reviewed, followed-up, audited, and approved or denied 
  • Entire app shown on one page
  • Auto-reviewer assignment Add/re-assign reviewers
  • Mark checklist & add comments
  • Follow-up automation
  • Rule-based auto-approval
  • Frequency & data-based audit

Status & Date Tracking

The application module can automatically compute status and set dates based on information received and time elapsed 

Dashboard

Open/pending applications are summarized on the admin dashboard by their type and current status

Staff can also locate an application by applicant, app id and app queues 

Notifications

Automatic e-notifications and reminders can be configured based on date and status changes   

Fulfillment

Approved applications can be auto-fulfilled based on rules and policies

Reports

Application and payment data can be queried, grouped, and exported