Tasks

Search for a school in the program you're working in, open its record from an accreditation link, and see where a program's schools show up as a pick list.

Search School Reports, see what's waiting for review and what arrived recently, and open a report's own record page or a school's or visit's list of reports.

Search for a site visit in the program you're working in, see how many are still to come, and open a visit's record to review its summary and tabs.

Record a dated work item against a site visit, such as booking travel or sending a roster, update its status, and correct or delete it from the visit's Activities tab.

Start tracking a school in an accreditation program, give it the identifier Rhythm uses to find it, and see why Rhythm won't let you add the same school twice to one program.

Create or correct a report record directly, without the guided submission — set its status and reason, attach its file, and see what stops a save.

Schedule a visit to a school being accredited in your program, choosing the school, visit type, and dates, and see what Rhythm fills in and checks automatically.

Update a school's status, phase, dates, notes, and custom fields, and see what happens if you move an accreditation to a different school.

Run the same guided submission a school contact or visiting team member would use, but on their behalf, and choose the right person as the report's submitter.

Change a scheduled visit's dates, evaluation settings, roster date, notes, and custom fields afterward, or delete a visit made by mistake.

See a school's standing and notice history in one place, and edit, add, or copy the identifier of its accreditation from the same page.

Build a billing run that sends notices to schools or visiting teams, or advances schools to their next phase, for many records at once.

Look over what a billing run is about to do, refresh it against current records, exclude individual actions, and let it execute or cancel it.

Find a billing run by name, status, run date, or identifier from the billing overview, and jump back into one you looked at recently.

Nominate people as visiting-team candidates for the current program, then change their status and notes, take them off a school's list, or delete a candidacy for good.

Limit a billing run's job to chosen programs, schools, phases, or visit types, and set the date range it selects records within.

Search the current program's team candidates by name, school, status, or identifier, see counts by status, and jump back to candidates you looked at recently.

Email an active team notice to a site visit's team, reaching everyone or only accepted members in chosen roles, with each member getting their own copy.

Search for people, keep a shortlist of possible reviewers, and place people directly on a site visit's team with roles, assignments, and a response status.

See every evaluation given on a site visit, or every evaluation one person gave and received across all their visits.

Enter an evaluation on behalf of a team member who can't submit it themselves, correct a mistake, or delete an evaluation so it can be submitted again.

Email one of your account's notices to a school's contacts from its own record, and see what happens when the send succeeds or fails.

Know who can see the Send Notice button, which of a school's contacts an accreditation notice reaches, and what happens once the email is handed off.

Switch which accreditation program you are working in, and understand what changes automatically once you do.