CE Status Inquiry

Report criteria fields include the following:

• Review Due Date: Set the range of dates during which producers' CE requirements are to be completed:
• Begin Date: Required. Enter the beginning date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• End Date: Required. Enter the last date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• Requirement Status Date: Set the range of dates during which the status of producers' progress toward meeting their CE requirements was last update.
• Begin Date: Required. Enter the beginning date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• End Date: Required. Enter the last date of a date range in which to run the search. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date.
• Requirement Type: From the dropdown menu, select the category or grouping of the CE requirement of which you want to check producers' status. Or, select none to check on all requirement types.
• Jurisdiction: Click to select one or multiple regulatory jurisdictions associated with selected CE requirements. If no selections are made, the inquiry will report requirements associated with all regulatory jurisdictions. To make multiple selections, press and hold the CTRL key while clicking.
• Status: Click to select one or multiple statuses associated with selected CE requirements. If no selections are made, the inquiry will report statuses associated with all CE requirements. To make multiple selections, press and hold the CTRL key while clicking.

Displays producers' status in fulfilling CE requirements during the selected date range, as recorded in your company's instance of Producer Manager. Results may be narrowed by selected report criteria.

The Title tab of the report displays a summary of the selected report criteria, including data summaries (such as total record and producer counts), report properties, and all of the selection and filter criteria used to generate the report.

Results are sorted alphabetically by producer name.

Results include the following data fields:

• Producer Name: For each producer listed, displays the producer's name.
• NPN: For each producer listed that met the report criteria, displays the producer's National Producer Number.
• PM Producer ID: For each producer listed that met the report criteria, displays the producer's Producer Manager record ID. (For more information, see Details.)
• Preferred External System ID: For each producer listed that met the report criteria, displays the external system identifier marked as "Primary" on the producer's record. (For more information, see External System IDs.)
• Active Business Units: For each producer listed that met the report criteria, displays the short name(s) of the business units to which the producer is actively assigned (sorted alphabetically). (For more information, see Business Units.)
• Jurisdiction: For each producer listed, displays the regulatory jurisdiction associated with the producer's CE requirements.
• Requirement: For each producer listed, displays the producer's CE requirement type.
• Due Date: For each producer listed, displays the date by which the CE requirement is to be completed.
• Status: For each producer listed, displays the current status of the producer's progress toward meeting the CE requirement.
• Status Date: For each producer listed, displays the date on which the current value of the Status field was updated.
• Course Name: Available only for CE requirements to which CE courses have been applied. For each producer listed, displays the name of the CE course that has been applied toward the CE requirement.
• Provider: Available only for CE requirements to which CE courses have been applied. For each producer listed, displays the name of the education provider of the CE course that has been applied toward the 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: Available only if selected report criteria will result in report results and if report results do not exceed the configured maximum limit.Click to generate the inquiry "on demand" in spreadsheet  format. The report will open in the separate Inquiry Output Window.

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