How to Navigate and Use the Pending Re-submission | Pending Compliance Orders Manager

Track and manage failed audits and outstanding compliance requirements with real-time insights

Overview

The Pending Re-submission | Pending Compliance Orders Manager is where all transcripts associated with failed audits or issued compliance orders are held until professionals submit updated records for review.

From this view, you can:

  • Monitor each professional’s real-time compliance progressScreenshot 2025-06-05 at 9.54.15 AM

  • Access their transcript to begin or resume the audit processScreenshot 2025-06-05 at 9.55.17 AM

  • Connect directly with the professional to request updates or clarify issuesScreenshot 2025-06-05 at 9.55.27 AM

This section helps agencies stay on top of pending actions and ensure timely follow-up on CE compliance.

 

Manual Actions (Use with Caution)

While in this manager, you have the ability to manually move a transcript to:

  • Audit Manager – To restart or continue the audit

  • Green Light Ready – To mark the transcript as cleared without further review

  • Closed – To archive the recordScreenshot 2025-06-05 at 9.56.29 AM

⚠️ Note: Manual movement is available but not recommended unless all compliance requirements have been fully addressed, as these transcripts still require action to reach resolution.