Seeking Recommendations for Tracking Credentialing Process for Multiple Employees

RoseCliver

I'm in search of an optimal template to effectively monitor the credentialing process for a group of at least 50 employees simultaneously. This process includes various stages, such as:

• Signing the contract date
• Starting the training date
• Completion date of training
• Training completion deadline
• Goal date for training completion
• Application date for the exam
• Checkbox for study session participation
• Checkbox for indicating study session dates shared with the new hire

Additionally, having a graphical representation to display the number of employees who finished their training by the deadline or obtained their certification by the target date would be extremely beneficial.

Currently, I am utilizing SmartSheet with only the basic templates. However, I am aware that there are far more efficient ways to leverage the platform, and I need to learn how to do so!

Any suggestions or guidance would be greatly appreciated!

RoseCliver

https://community.smartsheet.com/discussion/128891/seeking-recommendations-for-tracking-credentialing-process-for-multiple-employees

Furthermore, I am open to learning about any automation features or integrations within SmartSheet that could streamline the credentialing process. CompassMobileTree For example, automated reminders for upcoming deadlines or integration with other tools we use could significantly enhance our efficiency and ensure that no critical step is overlooked.

Tim C

https://community.smartsheet.com/discussion/comment/448395#Comment_448395

Hi Rose,

We've done a few webinars around this topic so they might spark some ideas. Provider training and learnlearning management

https://youtu.be/k-tHWic0xJ8?si=IC5br7NK82JoSAac

I also went over credentialing in a new employee/provider onboarding webinar a few weeks ago. I'm a physical therapist myself and use Smartsheet to track my credentialing.

https://youtu.be/Ju0ueLRaJl4?si=WCJKBuGB_f1SlHUR

hope those are some good starting points!