Platform capabilities

Create unlimited point categories

Users can create an unlimited number of point categories specifically for accreditations.

Set category rules

Categories can have specific rules, including the following:

• Minimum required points
• Maximum allowed points

Assign points manually or automate through SwiftFox events

Points can either be assigned manually or automatically earned through participation in SwiftFox events.

View an accreditation snapshot

Users can view a snapshot that shows their total points earned and points earned year-to-date (YTD).

Use a sortable & filterable accreditation table

Track progress easily with a table that can be sorted and filtered.

Access a history section

Review all past accreditation-related activities in the history section.

Export accreditation data

Export data for reporting purposes.

Link SwiftFox events to accreditations

Users can connect events in SwiftFox’s event system directly to accreditations.

Enable accreditation points for attendees

When creating an event, users can enable accreditation points for attendees and specify the number of points awarded for their participation.

Automatically update accreditations

Accreditations are updated automatically when a contact participates in an eligible event.

Upload supporting documents

Users can upload documents related to accreditation to ensure all necessary supporting materials are organised and accessible.

Attach notes

Users can add notes to track additional details, providing clarity and context for accreditation-related items.

Add events, activities, or uploads

Users can add entries that contribute towards accreditation progress, enabling them to document relevant actions and materials.

Track each contribution

Each contribution can include detailed information such as:

• The event or status name.
• Dates for when it occurred, was recorded, and confirmed.
• The number of points awarded, along with the customisable point category (including minimum and maximum points required).
• The source of the contribution.
• The accreditation it applies to.
• Any attached notes for additional context.

Create and manage accreditations for contacts

Users can create and manage accreditations, tailoring them to individual contacts as needed.

Assign key details

Users can assign critical details to each accreditation, including:

• Accreditation name
• Accreditation status
• Start date and end date
• Rolling or auto-renewing accreditation
• Total points required for completion
• Additional notes

Assign unlimited accreditations per contact

There is no limit to the number of accreditations that can be assigned to a single contact.

Support multi-year accreditations

The system supports accreditations that span multiple years, ensuring flexibility for long-term requirements.