New Look, Who Dis?
What new feature allows users to choose how their application requirements are displayed on the checklist?
List View and Card View
What feature was reworked to improve the tracking of agreements made by applicants and certificants?
Attestations (Attestments)
What requirement was completely reworked to allow another person to confirm information about an applicant?
Endorsement Requirement
What new baseline integration feature allows CredHQ to exchange customer information with another system?
CRM Integration
What page was simplified in the latest CredHQ release to display only relevant settings?
My Preferences
Where can staff manage and create new versions of attestation language?
Staff Admin → List Groups
How many minutes must an applicant wait before the button to resend an endorsement email appears?
5 minutes
What new file upload feature allows users to reuse previously uploaded documents instead of uploading them again?
Select Existing
What editor gained a full-screen option and can now be used for evaluation responses?
CKEditor (WYSIWYG editor)
What new childform on individual and organization dashboards displays previously accepted agreements?
All Agreements
What additional security step must endorsers without CredHQ accounts complete before submitting an endorsement?
Request and enter an emailed verification code
Which three requirement types were first updated to respect application-level read-only statuses?
CE, License, and Degree
Instead of visiting the Reports module, staff can now access reports from which five modules?
Accounting, Customers, Education, Products, and Volunteers
What setting must staff enable to make a newly approved attestation version appear to users?
Group Active Posting
What two types of response controls can staff configure for endorsement options?
Checkboxes and Radio Buttons
In CredHQ's baseline CRM integration, which system is the source of truth for customer records, and which is the source of truth for certification records?
External CRM = Customer Records; CredHQ = Certification Records
What new childform functionality supports pagination, sorting, and searching, with pagination extended to grandchild forms?
New Childform/Table List Control
What four pieces of information are recorded whenever a user accepts an attestation?
Who agreed, who they agreed on behalf of, the version of the language, and the date/time
When an endorser requests revisions, what two actions must the applicant complete after making their changes?
Mark changes as completed and submit the changes
For an affiliation requirement where a particular role requires a document, what must happen before the requirement can be marked as met?
The individual in that role must have the required document attached to their affiliation record