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Use of EREG2 board portal by board staff
Completed initial design of Candidate record format
Completed initial design of approval record format
Completed initial design of exam attempt results
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alter information on the Candidate record
alter information on the existing approval
Indicate that the approval needs additional information from board
allow the staff to send a request to the board for additional information
Add notes to the existing candidate record (optional)
Add notes to the existing approval record (optional)
Add new approval to the existing Candidate record
Identify if change is needed on approval or Candidate and approval (no change should be made to a candidate record alone from an approval)
Items to be considered
To increase Increase the efficiency of the review process, the [Import All] button should be eliminated and the “no match”/100% match approvals should be automatically processed and never seen by the staff.
It has also been discussed that based on the variety of data points provided by boards, there should be a review and possible improvement made to the quality of the matches. This matching should also be implemented but restricted records associated with the entering board only in the board portal.
If changes to an existing registration are made that warrant PV notification, they should immediately be sent.
if changes to an existing approval are made that warrant a review by Special Exams, they should be made aware
Items to be documented/redesigned
Approval/Candidate matching algorithm
Logic for when a change to an open registration should warrant updates being sent to PV
Logic for when a change to an approval should warrant updates being sent to PV
Supporting documents
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