Manager Module

Administrative control panel to access records, manage work flow, handle exceptions and run queries

Used For

  • All ZapCertify systems​

Locate Profile 

  • By Id
  • By name (or part of)
  • By phone, email
  • and several other fields
  • Select from search results

Work queueS

  • View record lists by activity type & status
  • Fastest way to assign & process pending activity​

Manage record

  • View record detail
  • Change record level
  • Re-assign record
  • Review & follow-up
  • View history log
  • View event triggers

Menu bar


  • Reports menu
  • Processes menu
  • Setup menu
  • Admin menu
  • My account profile
  • Logout

Navigation Menu

Context-senstive left menu that allows staff to add/list records with a profile

Autoinits

AutoInits are configuration files storing instructions and email templates.

The manager module  allows system administrators to configure any autoinit file

Setup record

Setup record is a special system record that allows staff to run batches & system administrators to configure lookup lists

Load & Performance Tracking

Every page of the manager module shows indicators that help monitor and troubleshoot system performance

Delete from here

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