What's New Webinar Series
Join us as we recap some of Quest CE's newest products and system enhancements.
We pride ourselves on the fact that many of our top system enhancements have stemmed from ideas provided by our clients. One way we keep the lines of communication open between our clients and our team is through our monthly, interactive What’s New Webinar series. We utilize this time to share our most recent system updates, projects that are in-the-works and the latest courses added to our e-learning catalogs. Do you have an idea of how we can further improve our system? Please submit your feedback by completing following survey:
What’s New at Quest CE
March 10 @ 12PM
During this webinar, we’ll provide a demonstration of a new role type in our Branch Audit Tool, Supervisory Auditors. This new user type is able to schedule and conduct Supervisory Audits for the branches they are assigned to and for users at those respective branches. We’ll also discuss some upcoming enhancements to password settings. This opt-in feature will enable account administrator to establish and customize their firm’s own password expiration intervals and password history limits.
RecordingWhat’s New at Quest CE
February 10 @ 12PM
During this time, we’ll demonstrate two new pre-built email blast groups that allow you to target program users using either the General Disclosure or General Questionnaires products. We’ll also walk through some best practices for setting up your 2021 program, such as copying over pre-built questionnaires from the previous year and running reports.
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What’s New at Quest CE
December 9 @ 12PM
During this time, we’ll demonstrate a new disclosure type that will allow program administrators to create and store “general” disclosures in the system. This service will provide more options to monitor firm-specific conflicts of interest that are not currently included in our pre-built disclosure tracking suite. We’ll also introduce our newest disclosure type, Ad Review. Similar to our other disclosures, this standardized form can be used to collect information specific to advertising communication and get pre-approval through the proper checks and balances.
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What’s New at Quest CE
October 14 @ 12PM
This month, we’ll discuss two exciting system developments: the availability to create and store both “general” questionnaires and disclosures. During this time, we’ll demonstrate how the two services work and discuss the benefits of having reporting outside of your compliance questionnaires or pre-built disclosure tracking services. We’ll also discuss new course content you can expect to see in Q4.
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What’s New at Quest CE
August 12 @ 12PM
In this webinar, we’ll demonstrate how program administrators now have the option to export their own courses to PDF and turn OFF exam question and answer randomization. We’ll also walk through a new piece of functionality that enables supervisors to preview course content, before assigning it to their direct reports.
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What’s New at Quest CE
July 15 @ 12PM
With remote work becoming the new normal, many compliance officers are left searching for trusted digital solutions to replace some, or all of, their paper-based processes. During this time, we’ll show you how to easily add and assign new services to your account. We’ll also share some tips and best practices on using our Email Blast Utility Tool.
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What’s New at Quest CE
June 10 @ 12PM
In this webinar, we’ll demonstrate the two new reports we briefly touched on last month that provide firms with a statistical summary of their overall exam/quiz performance, with the added ability to drill into individual responses and exam retake percentages. We’ll also remind administrators how to preview a course, as well as copy a course into Course Builder to be edited.
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What’s New at Quest CE
May 13 @ 12PM
In this webinar, we’ll demonstrate several new system enhancements, including the ability to import firm-wide system settings and email address changes. We’ll also share two new statistical reports that give a detailed analysis of how your entire user population performed on each question of an exam/quiz, as well as some new navigational capabilities found within our questionnaire technology.
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What’s New at Quest CE
March 11 @ 12PM
In this “What’s New at Quest CE” webinar, we’ll discuss two updates to the Branch Audit Tool. The first gives auditors the ability to view the branch’s previous audit responses during their current audit cycle. The second update is a new audit question type that provides firms with the option to download their own firm-specific file during an audit that can then be edited and re-uploaded to the system. Finally, we’ll touch on some security/privacy updates coming in 2020, as well as some new course options.
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What’s New at Quest CE
February 12 @ 12PM
This month we’ll demonstrate the ability to add audio files to an interactive element in Course Builder, as well as how to benefit from some additional automation added to the Branch Audit Tool. We’ll also discuss an upcoming change to the Branch Audit Tool which will allow auditors to compare questionnaire responses to the previous year’s audit.
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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.
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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.
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