"YEAR-UA-001" For an unlicensed individual system should generate a unique tracking ID in "YEAR-D-001" lieu of a license #. System will allow for the manual input or change to a case number. Allow multiple staff comments to be attached to a record. System will provide a "comment" field for staff input. "Tab" changes to indicate System will "flag" a licensee's record when a complaint is opened or complaint status; Red - Open closed so that it is readily identifiable any time a staff member accesses complaint, Orange - Disciplinary action, the licensee's record. Green - Clean record. Complaint System must support entry of multiple docket numbers from various severity must be configurable by BOA. entities (courts) Added by BOA Licensing co. System will require the identification of the "source" of the complaint at time of Sources need to be configurable. case creation: Again, review of the current CPE Compliance Review Enforcement Systems is advised. CPE Self-Report CPE Investigation Client Employer/Employee CPA (other) Federal, state, local or international agency/jurisdiction Non-governmental professional organization Public
"YEAR-UA-001" "YEAR-D-001" System will allow for the manual input or change to a case number. System will provide a "comment" field for staff input. System will "flag" a licensee's record when a complaint is opened or closed so that it is readily identifiable any time a staff member accesses the licensee's record. System must support entry of multiple docket numbers from various entities (courts) For an unlicensed individual system should generate a unique tracking ID in lieu of a license #. Allow multiple staff comments to be attached to a record. "Tab" changes to indicate complaint status; Red - Open complaint, Orange - Disciplinary action, Green - Clean record. Complaint severity must be configurable by BOA. Added by BOA Licensing co. System will require the identification of the "source" of the complaint at time of case creation: CPE Compliance Review CPE Self-Report CPE Investigation Client Employer/Employee CPA (other) Federal, state, local or international agency/jurisdiction Non-governmental professional organization Public Sources need to be configurable. Again, review of the current Enforcement Systems is advised.
Attachment%20C%20--%20NBPA%20Licensing%20Consolidated%20Requirements%20August%202016.docx