Concepts

An accreditation keeps its own copy of the school's name and updates it automatically whenever the school's organization record is renamed, so the name you see on an accreditation always matches the school's current name in CRM.

How Rhythm works out which reports a school still owes in its current phase, and separately, which of those reports one Portal contact may view or submit based on their contact roles.

When a report is submitted, Rhythm can send the submitter an email confirming it arrived, personalized with the report's school, visit, and program, using a template your administrator sets up on the report type's reporting process.

A visit's owed reports are the reports its visit type expects that have not yet been filed on it, including optional ones, and Rhythm keeps that list current whenever the visit is saved or one of its reports changes.

A team candidate's copied name, email address, and job title stay up to date automatically, and a candidate can become inactive on its own when the person leaves their school or the school's own membership lapses, with a short window to undo a mistake.

What happens automatically after you save a billing run: pre-processing plans its actions and emails a review report, execution carries them out and emails a success or failure report, and each job sends its notice or advances phases.