How to Navigate and Use the Closed Manager

Access and manage historical CE transcripts that have completed the renewal process

Overview

The Closed Manager serves as the archive for all completed CE transcript submissions. Transcripts are moved here once the Green Light Ready steps have been fulfilled and no further action is needed.

This manager provides a historical record of all processed submissions and is useful for reference, reporting, or initiating post-renewal actions if necessary.

What You Can Do in the Closed Manager:

• View the full transcript to review CE details and past audit actions

• Connect with the professional for follow-up communication or clarification

• Manually move the transcript if further action is needed:

  • Chosen for Audit – To initiate a new audit on a closed transcript

  • Pending Re-submission | Compliance Orders – If an incomplete or incorrect submission needs follow-up

  • Green Light Ready – If a transcript was accidentally moved to Closed too early

Use manual movements with care to preserve the integrity of audit records and compliance workflows.