CE Reviews Due Inquiry

Report criteria include the following:

• CE Reviews Due By: Required. Enter the date by which continuing education compliance is due for the reported producers. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.

• State: To report producers' education compliance in a particular state, select the state from the dropdown menu. If no selection is made, the inquiry will report all states.

• Sort Order: From the dropdown menu choose the grouping and sorting method for the report, either Name And State or State And Name.

• Requirement Status: Click to select one or multiple education requirement status criteria to apply to the report. If no selections are made, the inquiry will report all requirement statuses. To make multiple selections in the Requirement Status field, press and hold the CTRL key while clicking.

• Spreadsheet View: Click to checkmark the checkbox to output the report in a tabular spreadsheet format, such as Microsoft Excel.

Displays individual licensees' continuing education information stored in your company's instance of Producer Manager that met the report criteria. Results may be narrowed by selected filter criteria.

The header of the report results window displays a summary of the selected report criteria.

Results include the following data fields:

• Individual Name: For each individual licensee listed, displays the individual's full name, last name first.

• Email Address: For each individual licensee listed, displays the individual's email address. (For more information, see Contact Information.)
• Indv ID: For each individual licensee listed, displays the unique, system-assigned identifier of the producer's record in Producer Manager. (For more information, see Details.)
• SSN: For each individual licensee listed, displays the individual's Social Security Number.
• State: For each individual licensee listed, displays the regulatory jurisdiction associated with the licensee's CE requirements.
• Requirement: For each individual licensee listed, displays the category or grouping of the licensee's CE requirement.
• Review Date: For each individual licensee listed, displays the date by which the CE requirement is to be completed (usually the licensee's license expiration date).
• Status: For each individual licensee listed, displays the current status of the selected producer's progress toward meeting the requirement (e.g., Compliant, Pending, Waived, etc.)
• Required Hours: For each individual licensee listed, displays the total number of course completion credit hours the licensee must attain to meet the requirement.
• Applied Hours: For each individual licensee listed, displays the total number of course completion credit hours that are applied toward the licensee's CE requirement.

Controls include the following:

• Submit Offline: Click to generate the inquiry offline, where it can be retrieved in multiple output formats by any staff member with the permissions to view it. For more information, see Recent Reports.
• View/Refresh Report: Click to generate the inquiry "on demand" in HTML format online. The report will open in the separate Inquiry Output Window.

• Cancel: Click to open the Producer Manager Home page.