Open topic with navigation

Editing Accreditation Survey Area Profile

Modules>Accreditation>Survey Area>Find, List, Query, or Add Survey>Accreditation Survey Area Profile

The Edit button allows you to add and edit all of the accreditation survey area information on the Accreditation Survey Area Profile page.

Using the Edit Button

1. Go to Modules>Accreditation>Survey Area>Find, List, Query, or Add Survey>Accreditation Survey Area Profile.
2. Click the Edit-Accreditation Survey Area page opens.
3. The Edit-Accreditation Survey Area page is divided into the following five sections:
   • Survey Information
   • Committee Dates
   • Survey Scope & Dates
   • Application Dates
   • Confirmation & Packet Dates
4. Fill in the fields for populated accreditation and organization fields in the Survey Information section as described in the table below:

   Field	Required	Description
   survey name	Optional	Enter the name of the survey.
   survey type	Optional	Select the survey type from the drop-down list.
   date entered	Optional	Select or enter the date you added the survey.
   begin date	Optional	Select or enter the date on which the survey begins.
   end date	Optional	Select or enter the date on which the survey ends.

5. Fill in the fields for the Committee Dates section as described in the table below:

   Fields	Required	Description
   mailed to committee on	Optional	Select or enter the date the survey materials were mailed to the committee.
   return to committee on	Optional	Select or enter the date that the survey was returned to the committee from the organization being surveyed.
   conference call on	Optional	Select or enter the date for a conference call about the survey.
   decision letter sent on	Optional	Select or enter the date that the committee sent the decision letter to the organization.
   draft sent on	Optional	Select or enter the date the draft survey was sent to the organization being surveyed.
   certificate sent on	Optional	Select or enter the date that the accreditor sent the certificate to the accredited organization.

6. Fill in the fields for the Survey Scope & Dates section as described in the table below:

   Fields	Required	Description
   survey scope	Optional	Select a pre-defined scope for the survey from the drop-down list.
   survey team	Optional	Enter the first few letters of the team name to see a list of matches. Or use the look up icon.
   # of days and # of surveyors	Optional	These two fields are populated automatically when you select a survey scope.
   fee paid on	Optional	Select or enter the date on which the accreditee paid the survey fee.
   pre-survey materials received on	Optional	Select or enter the date on which the organization reported they received the pre-survey materials.

7. Fill in the fields for the Application Dates section as described in the table below:

   Fields	Required	Description
   received on	Optional	Select or enter the date on which the accreditor received the application.
   fee paid on	Optional	Select or enter the date on which the accreditee paid the application fee.
   completed on	Optional	Select or enter the date on which the accreditee completed the application.

8. Fill in the fields for the Confirmation & Packet Dates section as described in the table below:

   Fields	Required	Description
   team confirmed on	Optional	Select or enter the date on which the team confirmed that they can do the survey.
   packet prepared on	Optional	Select or enter the date on which the survey team prepared the survey packet.
   confirm letter sent on	Optional	Select or enter the date on which the accreditor sent a confirmation letter to the accreditee.
   packet sent on	Optional	Select or enter the date on which the accreditor sent the packet.

9. Click the Save button to save your changes and return to the Accreditation Survey Area Profile.
   Click the Delete button to delete the accreditation survey area.
   Click the Cancel button to return to the Accreditation Survey Area Profile without saving your changes.