CE Accreditation Application Overview

VIDEO TRANSCRIPT | Recorded: 2019-01-10 | Verify against current system state

Abstract¶

Detailed training walkthrough of the Fluid Review (SM Apply) CE accreditation application system. Covers the complete application workflow from applicant perspective including basic information, activity details, planner/faculty lists, and disclosure forms. Demonstrates reviewer functionality, application status tracking, trigger configuration, email templates, and administrative tools for managing the accreditation process.

Key Procedures¶

• Navigate application as primary planner filling out all required sections
• Configure conditional branching based on organization type and role selections
• Request expedited review which triggers email notification
• Add planners and faculty to application with automatic disclosure form generation
• Send disclosure form invitations to planners/faculty via email
• Upload required documents: agenda, certificate, evaluation, activity detail form
• Submit application only when all prerequisites complete
• Review applications using side-by-side view with approval/revision options
• Mark applications as incomplete to reopen for applicant revisions
• Edit form text through Workflow Designer without breaking triggers
• Check email logs to verify invitation delivery
• Access Pages and Files to manage uploaded documents

Notable Statements¶

• 0:02:00 "If they're using more than 10 planners or have more than 20 faculty, they're going to be partially online and partially on paper."
• 0:02:44 "We have these limitations because when we built it, they have to manually be built for each possibility."
• 0:03:55 "As they complete tasks based on what their answers are, they're going to get more tasks. This progress bar changes based on what is known."
• 0:04:38 "Everything, all payment goes through Aptify. Steve processes those currently."
• 0:06:25 "If I say yes I have joint providing sponsors, it's going to trigger a whole other page."
• 0:15:08 "They can be a planner and a faculty and a moderator and a poster presenter. They can be any combination of these."
• 0:22:15 "This won't be completed until Christina has logged in and completed her piece."
• 0:22:37 "Capitalization matters in this form. If I capitalize it here and not there, it's going to reject it."
• 0:24:15 "You're not getting incomplete applications. That's one reason we wanted to do this."
• 0:32:46 "Certain download buttons, the PowerPoint looks skewed like gibberish. Another download button downloads just fine."
• 0:40:18 "Their support system is very good. They're very good at getting back to you quickly."

Systems & Configurations¶

Systems Mentioned¶

• Fluid Review / SM Apply (application platform)
• Aptify (payment processing)
• Single Sign-On (authentication)
• CE Website Calendar (PDF)

Specific Configurations¶

Credentials/Access Mentioned¶

• Admin access to Workflow Designer for form editing
• Reviewer role for application review queue
• Email logs access for delivery verification

Errors & Troubleshooting¶

• Issue: Download produces garbled PowerPoint
• Cause: Compression technology corrupts certain file types
• Resolution: Use specific download button that doesn't compress

• Timestamp: 0:32:46

• Issue: Email images displaying huge in emails

• Cause: Marketing updated logo image to larger size
• Resolution: Replace image link with correctly sized version

• Timestamp: 0:38:53

• Issue: Login/SSO synchronization problems

• Cause: Email address changes in system
• Resolution: Provide direct sign-in URL from user profile
• Timestamp: 0:45:04

Transcript Gaps & Quality Notes¶

• Training session for new accreditation staff member
• Brief interruption from another staff member about finance questions
• Some form navigation steps reference visual elements not captured
• Discussion mentions planned migration to new application system
• Recording includes real-time demonstration with test accounts
• References to Lee (reviewer) and Christina (admin) for context