Accreditation

From AvectraWiki, the wiki of Avectra netFORUM

This module page (and subsequent sub-pages) are UNDER CONSTRUCTION. Please be aware that the information on this page is in flux as it is still under review and in progress. Further, the information on this page may be out-of-date until it is complete as it was converted from the previously used netFORUM RoboHelp files. It will continue to be updated until it is compliant with netFORUM version 2.2 or greater. See Documentation schedule for an estimate on when this page will be updated.

Accreditation
What's New in the ACCREDITATION Module!

Contents 1 Overview 2 Getting Started 2.1 Setting Up the Accreditation Drop-down Lists 2.1.1 Accreditation Setup 3 Common Tasks 3.1 Adding an Accreditatation Program 3.2 Finding Accreditatation Programs 3.3 Finding a Survey Area 3.4 Finding a Surveyor 4 Advanced Tasks 5 Related Modules

Overview

Accreditation
Program Mgmt Accreditation Area Survey Area Surveyors Area Survey Team ---------- Accreditation Setup Centralized Order Entry ---------- netFORUM 2.0 UI netFORUM Glossary ---------- Accreditation Options Accreditation Tables Accreditation Reports
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The Accreditation Module helps you manage your accreditation program.

• Accreditation Programs
• Manage Applications
• Survey Area Management
• Surveyor Management

The Group Items within the Accreditation Module:

Program Mgmt	Accreditation Area	Survey Area	Surveyor	Survey Team

The primary Profile Pages in the Accreditation Module include:

• Accreditatation Profile
• Accreditatation Area Profile
• Accreditatation Survey Area Profile
• Accreditatation Surveyors Profile

Getting Started

Setting Up the Accreditation Drop-down Lists

netFORUM uses drop-down lists for easy data entry. Some drop-down lists have baseline information that may need to be changed to make the list more organization-specific e.g. organizations have different types of activities.

BOLD text is a likely indicator that the field is REQUIRED data. Other data fields, check boxes, and drop-down lists may be CONDITIONAL i.e. affected by others, are not required but available if you need them.

You can add, edit, or delete data from the Accreditation Setup pages just as you would from any netFORUM child form. However, once a data element is used on a profile page or form, it can be disabled or hidden but not deleted.

Accreditation Setup

You can also access the Setup links from the Overview Group Item.

Common Tasks

Adding an Accreditatation Program

Adding an Applicant

Finding Accreditatation Programs

Finding a Survey Area

Finding a Surveyor

Advanced Tasks

Related Modules

netFORUM Modules	t
Abstract | Accounting | Accreditation | Admin | Advertising | Awards | Certification | CEU | Committee | CMS | CRM | Emarketing | Events | Exhibits | Fundraising | Grants| Grassroots | Inventory | Membership | Reports | Sales | Subscriptions |Time and Billing | Toolkit | ALL