Each license, permit, or certification can have a customized tracker that independently calculates your licensee's compliance
Agencies do not have the ability to add licenses or create CE trackers directly from their CE Zoom accounts. To maintain the integrity and consistency of the program, CE Zoom’s administrative team is responsible for creating and managing all license and tracker setups on behalf of the agency.
While CE Zoom handles the creation process, the agency retains full control over defining the rules, requirements, and structure of each tracker. This ensures that the system reflects your regulatory standards, while CE Zoom ensures proper configuration and system alignment.
This article outlines everything your agency needs to provide in order for CE Zoom to begin creating trackers for each license type. The CE Zoom tracker platform is already fully built and operational—once we receive and understand all rules and requirements, trackers can be created or updated instantly, giving you real-time results and full oversight.
Prior to creating a tracker you must have first:
- Make a list of all licenses your agency oversees:
To begin the tracker creation process, your agency must provide CE Zoom with a complete list of all licenses | permits you oversee that require continuing education. - Create an outline of all renewal requirements for each license that require CE
- Make sure all course topics are listed under your course topic manager
- Assign general tracking categories to each course topic
- Create your master provider approval list