Readiness checks
view checks
The overview view now carries standard, preparing, no-records, and needs-attention conditions before the later submission work areas sit on top of it.
Active tracks
4
Accreditation lanes already carrying real work or visible pressure.
Deadline-linked tracks
3
Tracks already connected to the shared compliance calendar.
Ready documents
1 / 3
Support files that are already uploaded and not waiting on follow-up.
Attention items
2
Tracks that should stay visible before the practice calls the posture stable.
Active tracks
Work the accreditation ladder from one workspace view
These tracks share the same compliance boundary and can now pull linked pressure from the shared calendar instead of living in isolated docs.
BOA
BOA Checklist
Track the foundational practice-readiness requirements before promising formal accreditation progress.
Linked deadlines: 0
PRC
PRC License Status
Keep renewal readiness, identifier checks, and supporting-document follow-up visible in one place.
Linked deadlines: 1
BIR
BIR Registration Checklist
Translate the practice-side registration work into a visible checklist before the next filing cycle grows around assumptions.
Linked deadlines: 1
SEC
SEC Service Awareness
Keep SEC-facing work guidance explicit so the product can support awareness without overselling authority.
Linked deadlines: 0
CDA
CDA Compliance Awareness
Use this lane for cooperative-related awareness only until the practice is ready to operationalize the requirements.
Linked deadlines: 0
CPD
CPD Tracker
Make learning-unit readiness visible before the renewal packet becomes a rushed follow-up problem.
Linked deadlines: 1
Shared boundary
Keep accreditation guidance precise
These work areas can organize readiness, checklists, and supporting files, but they should not imply final regulator approval without human verification.
Accreditation guidance boundary