Portal Module

Framework for integrated online self-services with custom branding and configuratable instructions 

Used For

  • All ZapCertify Systems

Standard online services

  • Login page
  • Password retrieval
  • Create individual & organization accounts
  • Welcome page
  • Update Profile​
  • Account Details

Information controls

Limit what and how much information is shown through portal interface

Process Control

Limit the type of transactions that a user can conduct through the portal

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