Import & Query Module

Bulk-import records using file-batches. Create multi-table queries to export data in various formats

Used For

  • Adding/updating Profiles
  • Importing Leads
  • Importing Exam Results
  • Importing CE Activity
  • Batch Reconciliation
  • Generating Rosters
  • Certificate Fulfillment File
  • Generate Exam Eligibility File
  • Ad-hoc Queries & Reports
  • Data Migration

Import Process

  • Import templates
  • File format validation
  • File-data validation
  • Progress report
  • Error report​

Ad-HOC QuerIES & Data Export 

  • Select Report Type
  • Select Search Params
  • Select Display Fields
  • Run Query
  • Preview Results
  • Select Export Format​

Filters

Filters are saved-queries to quickly generate the desired data set without recreating the query
  • Shared vs private classification
  • Run directly from home page 
  • Process relative dates​
  • Specify additional criteria

Delete from Here

Applicants can attach one or more files with any section of the application 

Transcripts, references, and other documents received directly from a 3rd party can be uploaded by staff

Dynamic Content

Any page within the application can show content that can vary based on data entered in previous page(s) 

Fee Calculations

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