How to Approve Applications for Final Acceptance and Mapping
1) Submitter Submits Initial Activity Request from the front end
2) CE Team Lead is notified via an email that Initial Request has been submitted.
3) CE Team Lead logs in to the admin side/backend of the portal and search for the Initial Request Submission via 'Completed Initial Requests' link.
4) Click on the Advanced Editing icon of the Initial Request
5) Clicks on the preview to review the Initial Request
6) After the CE Team Lead reviews the Initial Request flag the ‘Initial Request Accepted’ field to ‘Yes/No’
7) Assign a CE Consultant to the Initial Request.
8) Change the 'Completed' flag to 'No' and save it.
9) Submitter receives ‘Initial Activity Request Permitted’ email and the CE Consultant is CC’ed on it.
10) Submitter completes Full Application
11) CE Consultant assigned on the Initial Request is auto emailed for Application Review.
12) CE Consultant reviews the application
13) If the CE Consultant approves the application, CE Consultant Reviewed = Yes, and Save it. CE Team Lead emailed that the consultant accepted and should do the second review.
Note: If the CE Consultant disapproves the application, flag the fields ‘Completed‘= No and ‘CE Consultant Reviewed’ = No, and Save it. The CE Consultant should send a manual email to the submitter.
14) CE Team Lead reviews the application reviewed by the consultants under the application search option ‘Reviewed by CE Consultant’
15) After the CE Team Lead reviews the Application, take the following actions as needed -
CE Program Administrator review required - Manual email notification to CE Program Administrator for further review. Make sure the fields are flagged as below:
Completed flag = Yes
CE Consultant Reviewed = Yes
Application Approved = No Decision
Ordering CE Consultant’s re-review - Manual notification using email template. Make sure the fields are flagged as below:
Completed flag = Yes
CE Consultant Reviewed = No
Application Approved = No Decision
Ordering Submitter's re-review and resubmission - Manual notification using email template. Make sure the fields are flagged as below:
- Completed flag = No
- CE Consultant Reviewed = No
- Application Approved = No Decision
Application rejected completely - CE Team Lead or the CE Program Administrator notifies the submitter manually. Make sure the fields are flagged as below:
- Completed flag = Yes
- CE Consultant Reviewed = Yes
- Application Approved = No
16) CE Program Administrator could send a notification to CE Team Lead to re-review or approve the application and create activity.
CE team leads review - Manual email notification to CE Team lead for re-review. Make sure the fields are flagged as below:
- Completed flag = Yes
- CE Consultant Reviewed = Yes
- Application Approved = No Decision
Application approved: Final Acceptance/Mapping. Application Approved. CE Program Administrator approves and creates the Activity. Make sure the fields are flagged as below:
- Completed flag = Yes
- CE Consultant Reviewed = Yes
- Application Approved = Yes
Remember this:
As indicated, use this field only on a new RSS series application to enter the total approved hours for the series.
All other application types, including RSS Lectures - mapping has been configured to auto calculate the credits hours based on the session times and add them to the activity and sessions.
Recurring series is set up to copy the hours from the original series.
As indicated, use this field only on a new RSS series application to enter the total approved hours for the series.
All other application types, including RSS Lectures - mapping has been configured to auto calculate the credits hours based on the session times and add them to the activity and sessions.
Recurring series is set up to copy the hours from the original series.
Go to the Advanced Editing button and click on “Final Acceptance/Mapping” and click on “Submit”. All parties auto-notified via email that activity has been approved.
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