We are thrilled to announce some exciting CE Broker Board Suite updates that will transform how you manage licensee information and streamline your workflows. Our commitment to delivering an exceptional user experience has resulted in the developing of two new features to enhance the functionality of boards: Licensee Course History and Licensee List Actions. Let’s dive into the details and discover how these enhancements will elevate your experience on our platform.

Licensee List Actions – A Unified Approach

New capabilities are now available with Board Suite’s Licensee List Actions. This enhancement consolidates essential functionalities, providing an intuitive and user-friendly interface for managing your licensee population. No more toggling between screens; you can now work your licensee list actions seamlessly and intuitively.

New Actions for Board Suite Users:

  • Adjust Required Hours: Tailor the required hours within a licensee’s transcript effortlessly, ensuring accuracy and compliance
  • Award Credit for Board-Approved Activities: Recognize and credit licensees for participating in board-approved CE activities.
  • Revoke Scenarios: Easily address and revoke scenarios, streamlining the process for swift and effective resolution.
  • Download Transcripts and CE Histories: Access comprehensive transcripts and CE histories with a click, facilitating record-keeping and reporting.
  • Color Coded Transcripts: Easily view which CE’s were reported by the licensee and which were reported by an approved educational provider. 
  • Mark Licensee Clear to Review: Streamline the renewal process by making licensees Clear to Review, ensuring a smooth and efficient renewal experience. 
Licensee Course History – A Comprehensive View

One of the key challenges our users have faced is the inability to seamlessly review and act on licensee course history outside of a transcript cycle. This fall, we are introducing the Licensee Course History feature to bridge this gap. Now, board users can easily access and manage courses completed outside of a cycle, eliminating the need to switch back to legacy systems.

Key Benefits:

  • Streamlined Processes: Say goodbye to the complexities of managing courses reported outside of a cycle. This new feature simplifies the process, saving you time and effort.
  • Reduced Confusion: No more navigating between systems. The new feature ensures a smooth and intuitive experience, minimizing confusion for board members.
  • Enhanced User Satisfaction: We understand the frustrations of dealing with limitations. The new Licensee Course History is designed to enhance your satisfaction by providing a comprehensive solution to course history management.

Get Ready for a Seamless Experience!

We’re excited about these updates and hope you are, too. The CE Broker Board Suite is evolving to meet your needs, providing the tools to manage your licensee population effortlessly.

As always, your feedback is invaluable to us. Please explore these features and let us know how they enhance your workflow. We’re here to support you every step of the way.

Thank you for being a part of the CE Broker community. Here’s to a more efficient and enjoyable experience!