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Regulatory Agencies
Organizations that manage CE requirements associated with license renewals
Regulatory Account Overview Articles
Dashboard
Dashboard - Total Professionals Manager
- How to Navigate and Use the Total Professionals Manager
- How to Connect with a Professional from the Total Professionals Manager (Agency Dashboard – CE Zoom V2)
- How to Create a Compliance Order from the Total Professionals Manager (Agency – CE Zoom V2)
- How to Select Licensed Professionals for Audit in CE Zoom (V2) from the Total Professionals Manager
Dashboard - Submitted for CE Completion Verification Manager
Dashboard - Chosen for Audit Manager
Dashboard - Pending Re-submission | Pending Compliance Orders Manager
Dashboard - Green Light Ready Manager
Dashboard - Closed Manager
My Account
- Understanding My Account for a Regulatory Agency CE Zoom (V2) Account
- How to update my Contact Information on my CE Zoom (V2) account from a Regulatory Account
- How to update my email assoicated with my CE Zoom (V2) Account from Regulatory Account
- How to update my password associated with my CE Zoom (V2) Account - Regulatory Account
- How to Update Auditing Settings from Your Agency CE Zoom (V2) Account
- How to Update the Submission Language from Your Agency CE Zoom (V2) Account
- How to Update the URL to the Licensee Rules and Regulations from Your Agency CE Zoom (V2) Account
- How to Set Up Compliant CE Validation Transcripts to be Auto-Moved to Green Light Ready
Account Managers
- Understanding Account Managers on CE Zoom (V2) (Regulatory Agencies, Companies, Office managers, & Executive Accounts)
- How to edit CE Zoom Tech Support Permissions from a CE Zoom (V2) account - Regulatory Agency
- How to add Account Managers & Coordinators to my CE Zoom (V2) Account - Regulatory Account
- How to Edit Account Manager & Coordinator Permissions on my CE Zoom (V2) Regulatroy Account
- How to delete an Account Manager/Coordinator from my CE Zoom (V2) Regulatory Account
Tracker - Master Provider Approval
- Understanding and Using the Master Provider Approval Manager
- Understanding the Industry Provider List from an Agency Account on CE Zoom (V2)
- How to Create and Edit a Master Provider Approval List on an Agency CE Zoom (V2) Account
- How to Set Active Dates and CE Limitations for Providers in Your Master Provider List on CE Zoom (V2)
- How to Update or Reclassify a Provider from An Agencies Approved Provider Manager
- How to Remove a Provider from Your Agency Master Provider List
Tracker - Licenses/Tracker Manager
- Understanding and Using the License / Tracker Manager from an Agency Account (CE Zoom V2)
- How to View a Tracker From the Licensee’s Perspective (Agency Accounts – CE Zoom V2)
- How to View Tracker Setup in Table Format (Agency Accounts – CE Zoom V2)
- How to Change the Tracker Status (Agency Accounts – CE Zoom V2)
- How to Add a Reference ID/UUID for Each License on Your CE Zoom (V2) Agency Account
- Creating Trackers on CE Zoom V2: What Agencies Need to Know
- Create an outline of all renewal requirements for each licenses that require CE.
- Make Sure All Course Topics are Listed Under the Course Topic Manager
- Assigning general tracking categories to each course topic