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Regulatory Body (RB)
Introduction
Getting Started
General Configurations and Customization Setup
WorkflowApplication configurationsLicenseApplication Forms (Setup)Web Forms
Applications
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Registry
Program Code
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Users
Test Center
Demographic
Manage Certificates
Excused Absences
Temporary Permit

Application configurations

The Application Configuration module allows administrators to define how applications are processed within a program. It links application forms, exams, licensing rules, ATT (Authorization to Test) settings, renewal policies, certificates, and temporary permits into a single application workflow.

Application configurations determine candidate eligibility requirements, exam requirements, license issuance criteria, and renewal processes for a specific program.

View Application Configurations

The Configuration List page displays all configured application workflows.

Follow the steps to view all the Application configurations:

  1. Click the Settings icon from the top header and select Application Configuration. 

     
  2. On the Configuration List page, you can view all configured application workflows. The configuration list displays: 
    • Application ID: Unique configuration identifier.
    • Application Name: Name of the application workflow.
    • Application Type: Application category.
    • Program: Associated program.
    • Created On: Configuration creation date.
    • Status: Active or inactive configuration status.
    • Action: View or edit configuration details.
  3. Available options:
    1. Click the View icon to view the configuration.
    2. Click the Edit icon to change or update the existing configurations.
    3. Click the Status Toggle to enable or disable a configuration. 

Add Configurations

Administrators can create a new application workflow by configuring application and licensing requirements. Follow the steps below to add a new configuration:

  1. On the Configuration List page, click + Add Configuration. 

     
  2. The configuration process contains two steps:
    1. Application Configuration.
    2. License Configuration. 

       
  3. Application Configuration: Configure the application workflow, associated forms, exam requirements, and ATT settings.
    1. Application Name: Enter a unique name for the application configuration.
    2. Description: Provide a brief description of the application process.
    3. Program: Select the program associated with the application. 

       
    4. Select Application Form: Select an application form from the list (newly created application forms are listed in this section) that candidates must complete.
      1. To create an application form, click "Add new application form." After creating it, you can proceed to complete the application configuration. 

         
    5. Mandatory Exam: Select the examination candidates must successfully complete. The dropdown list of exams will appear based on the program you have selected. 

       
    6. Optional Exam: Select additional exams that may be available to candidates.
    7. Minimum Pass: Define the minimum passing score required for successful completion.
    8. Select Application Type: 
      1. Initial: Used for first-time applicants.
      2. Multi-State: Used when applications support multiple jurisdictions or states.
      3. Reciprocity: Used when applicants transfer credentials from another jurisdiction.
      4. Reinstatement: Used when restoring an expired, suspended, or inactive credential.
      5. Retest: Used when candidates need to retake an examination.
    9. ATT (Authorization to Test) Configuration: Configure the validity of the issued ATT and Colling period.
      1. ATT validity and period Unit: Enter the duration in number and in Period Unit select a validity measurement unit. 
      2. Cooling Period and Period Unit: Enter the duration in number and in Period Unit, select the cooling measurement unit. 

         
    10. Exam Retake Attempt: Enter the maximum number of attempts permitted to the candidate.
    11. Extend ATT on Completed Exam: check the box to enable this option to automatically recalculate ATT validity based on the candidate's exam completion date.
    12. Program/Course Duration: Specify the required program duration. 
    13. Practical Hours Required: Enter the minimum practical training hours required for program completion.
    14. Accommodation Submission Deadline Period: Click to toggle and enable this option to set deadlines for submitting accommodation requests.
      1. Deadline Period and Period unit field will appear if enabled. 
      2. Enter the duration in number and in Period Unit, select the measurement unit.
    15. Auto Release Results: check the box to enable automatic publication of examination results.
    16. Click the Next button to proceed to License Configuration. 

       
  4. License Configuration: Configure license issuance, expiration, renewal, certificates, and temporary permit settings.
    1. Answer the questions if the license needs to have an expiry, if yes select Yes or select No.
    2. Select the license: Choose the license associated with the application. 
    3. Expiry Days: specify the number of days before license expiration.
    4. Select Period: Choose the expiration measurement period.
    5. Continuous Education Hours: Specify continuing education requirements.
    6. Continuous Education Type: Select the continuing education category.
    7. Elapsed Time Period (In Years): Specify elapsed experience requirements.
    8. Required PDU Units: Specify the required Professional Development Units (PDUs). 

       
    9. Ensure all required fields under Renewal Configurations are filled if you select Yes for license renewal. If you select No, the Renewal Configurations will be disabled.
    10. Renewal Configuration: Configure how licenses are renewed.
    11. Generate New License Number on Renewal: Choose (Yes or No) whether to generate a new license number after renewal.
    12. Renewal Type: Select the renewal process, Auto or Paid.
    13. Pre-Expiration Renewal Period: Define how early candidates can renew before license expiration.
    14. Post-Expiration Renewal Grace Period: Define how long renewals remain available after expiration. 

       
    15. Certificate Design: Select certificate design from the available template options.
      1. Click the Plus + icon, to view the available template options.
      2. Click the View icon beside each template name to preview the template. 
      3. Click on the template title to select the preferred template. 

         
    16. Temporary Permit Configuration: Configure temporary permit issuance requirements.
      1. Click the Plus + icon, to view the available template options.
      2. Click the View icon beside each template name to preview the template. 
      3. Click on the template title to select the preferred template. 

        Note: Fill in the Renewal configuration if applicable to your certification, or leave the fields blank and proceed.
  5. Fill in the Temporary Permit details, if applicable. 
    1. Enter Expiry Days and select the period unit from the dropdown.
  6. Select a certificate from the available options:
    1. Click the Plus + icon to view the available template options.
    2. Click the View icon beside each template name to preview the template. 
    3. Click on the template title to select the preferred template.
  7. Once you have filled in all the necessary details, click Submit / Update to save and add the configurations. 

Note: 

  • The newly added application configuration will be inactive by default. You can activate it by clicking the toggle button located under the status column in the list.
    • Find the newly added configuration in the configuration list.
    • Click on the Toggle button to activate. 

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