How to Set Up Compliant CE Validation Transcripts to be Auto-Moved to Green Light Ready

Automatically clear professionals who meet CE requirements for the next step in the renewal process

Overview

When a regulatory agency selects the option requiring all professionals to submit proof of CE compliance, CE Zoom provides an automation feature that helps streamline your workflow.

By enabling the auto-move setting, the system will automatically review submitted transcripts and move all compliant records directly to the Green Light Ready Manager—no manual action required.

This ensures that professionals who meet their CE requirements are cleared to proceed in the renewal process without delay, while non-compliant submissions are held for audit or follow-up.

⚙️ This setting can be enabled during the agency's submission rule configuration or updated in the compliance settings at any time.