How to View Tracker Setup in Table Format (Agency Accounts – CE Zoom V2)

Quickly review CE requirements by group using the table view

Overview:
The Group View in CE Zoom allows regulatory agencies to see a tracker’s setup in a clear, organized table format. This view breaks down the CE tracker into individual groups, displaying each rule, requirement, and configuration—making it easy to verify accuracy and understand how the system will track CE compliance.

Steps to View the Tracker Setup in Table Format:

1. From your agency dashboard, hover over the Tracker tab in the side navigation menu.

2. Click License / Tracker Manager.

3. Use the filters if needed to locate the appropriate industry and license type.

4. Under the Actions column, hover over Manage Tracker.

5. Click View Groups.

What You’ll See in the Table View:

• Group Names and Descriptions

• Minimum CE Hours or Courses required per group

• Toggle Switch Settings, if a group is conditionally required

• Tracking Rules and any configured explanations

🔍 Tip: This is a read-only view. To make updates or request tracker changes, please contact CE Zoom support at help@cezoom.com. Only CE Zoom administrators can edit or create trackers.