Create custom forms

Easily collect relevant data, view results, and make adjustments as you grow.​​

• Create your own registration forms

• Choose mandatory fields

• Integrate credit card payments

• Add waivers and consent terms

• Build workflows to track submission progress

• Generate customizable reports

Member education

Keeping all training materials in one accessible place helps members cruise through to-do lists on time.

• Design your own courses 

• Assign quizzes and tests

• Set passing scores and grades

• Create certification levels

• Assign materials by role

• View member progress reports

Contact management

Get a clear picture of each member’s history and progress within your organization.

• View registration history

• Implement & follow up on incident reports

• Flag requirement statuses

• Track notes & reminders

• Digitally sign documents

• Monitor suspensions

Requirement tracking

When members know what to do, where to do it, and when it’s due — it gets done.

• Assign requirements by role

• Customize status trackers

• Automatic workflow notifications 

• View progress reports 

• Upload & direct integration options

• Create expiry reminders

Custom reporting

All data is centralized in one convenient dashboard, ready to be translated into reports.​

• Search by organization, region or member

• Track requirement statuses

• Search by registration form or course

• Build & save your own reports

• Email filtered report lists

• Select exportable & printable formats

Connected data flow

Build one network that connects member organizations and keeps everyone on the same page.

• View everything on a central dashboard 

• Enter data in one consistent place

• Data sharing between connected organizations

• Share approved data

• Centralize roles & requirements

• Assign multiple administrators

Data security and privacy

Organized, accessible data is of huge benefit to your organization. We take every step to make sure it stays within it.

• Protect data in storage and transit with Amazon RDS encryption

• Add a layer of security with multi-factor authentication

• Safeguard against web exploits with Web Application Firewall (WAF)

• Provide authentication with SSL Let’s Encrypt digital certificates

• Host data in North America and beyond with
  Amazon AWS Hosting Centre

• Mitigate risks with regular code quality and vulnerability checks

Notifications

Instant alerts help administrators hit deadlines and save time on follow ups.

• Auto generate alerts and notifications

• Receive requirement status updates

• Integrate with email & text

• Set requirement expiry reminders

• Mobile friendly experience

Third party integrations

We work with industry leading partners to enhance our central data overview.