What's New Webinar Series

What’s New at Quest CE

January 8 @ 12PM

During this webinar, we’ll walk through a new Google Maps integration which allows Branch Audit Tool users to easily view the status of each branch location on a geographical map of the United States. We’ll also demonstrate how to bulk import upcoming audits, as well as how to override a single branch’s audit frequency. Lastly, we’ll provide a sneak peek of our 2020 content calendar.

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What’s New at Quest CE

November 13 @ 12PM

In this webinar, we’ll focus on several Branch Audit Tool enhancements, including a new Application Log, the ability to efficiently replace audit assignments for terminated auditors and an update to the display for individual’s user data. We’ll also demonstrate how program administrators can now re-open a user’s previously “ended” disclosure and return it to its prior approved status.

Recording

 

What’s New at Quest CE

September 11 @ 12PM

In this webinar, we’ll walk through the process of how to create, save and use custom email templates in the Branch Audit Tool. We’ll also demonstrate some new functionality that allows you to administer a public exam and track the completions in our system.

Recording

 

What’s New at Quest CE

August 14, 2019 @ 12PM

In this webinar, we’ll review our disclosure tracking platform and introduce a new form field that will help you to easily identify an Outside Business Activity’s (OBA) business name. We’ll also discuss recent updates made to our Private Security Transaction (PST) disclosure form.

Recording

 

What’s New at Quest CE

July 10, 2019 @ 12PM

In this webinar, we’ll review our disclosure tracking platform and introduce a new form field that will help you to easily identify an Outside Business Activity’s (OBA) business name. We’ll also discuss recent updates made to our Private Security Transaction (PST) disclosure form.

Recording

 

What’s New at Quest CE

June 12, 2019 @ 12PM

In this 20-minute webinar, we’ll walk through several new features available within our Branch Audit Tool, which includes a new Admin Assistant role. During this time, we’ll also show you where to access and print interactive graphs that help quickly identify trends in questionnaire responses.

Recording

 

What’s New at Quest CE

May 8, 2019 @ 12PM

During this 20-minute webinar, we’ll walk through some exciting new enhancements to our annual compliance questionnaire service. This includes the ability to preview/test questionnaires once they’re built, how to “work” flagged responses and how to change who receives which email notification for triggered risk flags. We’ll also show you where to access a new report that makes it easy to copy and paste needed OBA information into Web CRD.

Recording

 

What’s New at Quest CE

March 13, 2019 @ 12PM

In this webinar, we’ll demonstrate how to automate, capture and track potential conflicts of interest and how to update your online policies and procedures for 2019. We’ll also walk through a new addition to the system, which helps users identify the credit value of each insurance/designation continuing education course.

Recording

 

What’s New at Quest CE

February 13, 2019 @ 12PM

In this webinar, we’ll highlight the benefits of launching your Individual Needs Analysis early in the year and how our survey technology can help you to identify the training needs of your employees. We’ll also spotlight our Course Interactivity and provide a recap of the recent User Group Meeting.

Recording

 

What’s New at Quest CE

January 9, 2019 @ 12PM

This week is all about our Branch Audit solution! Find out how auditors now have the ability to send an attestation letter identifying “issues” discovered during an audit to branch supervisors. These issues can then easily be tracked, followed-up on and closed, all within the system.

Recording