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Conceptual Overview
Major Concepts
Feature Index
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App Config settings
Account Recovery
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Account Switching
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Activity Instance Search Framework
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Activity Search (Disambiguation)
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Activity Types (DRAFT)
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Activity Type Actions
Activity Offerings
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Address Verification
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Admin Activity Search
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Application Pathways Page
Assessment Engine
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Assigned Tasks
Attendance
Audit Queue
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Automations Engine / Scheduled Behaviors
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Autonumber Datatype
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Bulk Payments
Certificate Printing
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Client Certificates
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Comparison Rules
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Comparison Rule Sets
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Complaints and Investigations
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Configurable Queues and Search Pages (a.k.a. "Workflow Object Search")
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Credential Summary Templates
Custom Database Objects
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Custom Lists
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Dashboards
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Data Types
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Default Home Page
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Demographic Synchronization (redirect)
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Eligibility Queue
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Encryption
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Entities and Entity Views
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Entity Views (DRAFT)
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"Entity-Scoped" Syntax
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External Contact
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File Libraries
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Font Awesome Icons
Identity Providers
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Impersonation
Integrations with External Systems
Learning Plan Features
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Learning Plan Instance Import
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Linked Attribute Groups
Member / Member Role Import (DRAFT)
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"Log in As" (Legacy Impersonation)
Login Page Configuration
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Login Scenarios
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Member Role Unique Identifiers
Merge Accounts
Multifactor Authentication (MFA / 2FA)
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MyAccount (Draft)
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Organization Hierarchy
Payment and E-Commerce Features
Payment Gateways
Generate PDFs
•
Polled Data Files
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Printable Workflow Summary
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Products
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Provider Activity Search
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Public Activity Search
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Reflective Practice Exercise (RPE)
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Registration Features
Reporting
Responsible Party Area
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Responsive Design
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REST API Endpoints
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Single Sign-On (redirect)
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SMS Notifications
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Staff Accounts
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Staff Roles
Workflow Engine
Workflow Import Queue (a.k.a. "Enhanced Data Import")
Workflow Object Search
Maintenance Tasks
Learning Hub
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How-To (Administrator)
How-To (Practitioner)
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Activity Types (DRAFT)
Activity Types (DRAFT)
Seth Petry-Johnson
Owned by
Seth Petry-Johnson
Mar 18, 2022
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