Accreditation — Workflows: step-by-step

This page brings the common Accreditation tasks together as end-to-end, numbered procedures. Each workflow references the detailed page for that area. Your account's label may be Accreditation, Goals or CPD.

A) Initial setup (via support / account manager)

1. Request configuration of Accreditation from your account manager or support.
2. Complete the provided template, specifying: accreditation names, categories, hour/point rules (min/max per category), overarching totals, and intervals (anniversary length and start date).
3. Choose the profile tab label (Accreditation / Goals / CPD).
4. (Self-service) Add any Activity source labels in Settings → System management → Accreditation (Person and Organisation tabs).
5. (Optional) Configure portal permissions in Umbraco — whether members can add/edit/delete activities, and whether submissions auto-approve.
6. Validate the framework on a test contact before going live.

B) Add an accreditation to a record

1. Open the profile and go to the Accreditation tab.
2. Click Add Accreditation.
3. Choose an Accreditation, set Status, Start date, End date and Auto Renew, and add any Notes.
4. Click Save and Close.

C) Add an activity manually (admin)

1. On the Activities table, click Add Activity.
2. Enter the Status; the Date occurred, Date recorded and Date confirmed; a Point category and Points value (use Add category for more than one); and the Source, Notes and Attachments if applicable.
3. Click Save and Close to allocate hours or points to the relevant accreditation(s).

D) Backdate an accreditation to existing activities

1. Add the new Accreditation (Workflow B).
2. SwiftFox searches historical activities within its date range and applies eligible hours and points automatically.
3. Validate via the Hours and Points columns.

E) Whole-of-account monitoring (Accreditation Action Centre)

1. Open the Action Centre and select Goals (the Accreditation Action Centre).
2. Use the filters — Type, Created On, Accreditation, Status, Achieved, Start/End Date, Notes — to segment.
3. Click Export for the full or filtered dataset.

F) Approve member-submitted activities

1. Review member submissions' Documents, Notes and claimed hours or points.
2. Approve the activity (set its Status) to apply it to the member's accreditation. Auto-approval can be enabled in Umbraco.

G) Segmenting & reporting (List Builder)

1. In List Builder, add criteria from the Goals group: Goal name, Status, Autorenew, Current Period Only, Achieved, Start/End Date, Total Points.
2. Use the list for bulk email or export to Excel.

H) Award hours/points via Events (auto-assignment)

1. In Event Step 1 — Details, open Goals and Points.
2. Turn on Enable points for this event.
3. Enter Points accrued for this event, select the Point category, and set the Status required to accrue points (for example Attended).
4. When a contact reaches that status, an activity is auto-created with Source = Event, dates populated, Notes = Event name, and the configured value and category.

I) Manage Activity source labels (self-service)

1. Go to Settings → System management → Accreditation.
2. Choose the Person or Organisation tab.
3. Click Add activity source, enter a label and Save (or edit an existing one with the pencil).