Assessments and milestones work together to help users and managers track key steps in the accreditation process. When thoughtfully planned, assessments plus milestones will create a unified calendar and to-do list for accreditation-related tasks.

See the ‘Assessments/Getting Started’ section of the knowledge base for more information.

Milestones Tab

Once identified, individual milestones are added to the milestones tab. Each milestone has a name and sequence. Optionally, the AB can assign an individual to be responsible for that task.

Assessment Types Tab

Assessment types can be added in the Assessment Types tab. Each assessment type has a name, description, and a default repeat frequency (in months).

Individual milestones can now be added to each assessment type. Available milestones are on the left and select/used milestones are on the right.