[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-394592-105":59,"doc-detail-394592-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","administrative-policies-instructions-and-templates","Administrative Policies - Instructions and Templates","","Administrative Policies instructions define what applicants and sponsors must provide with an application, focusing on record retention, refunds, program cancellation, complaint resolution, and course update requirements. The guidance emphasizes general overarching policies rather than program-specific rules, and specifies retention duration and key documentation types for participants, offerings, personnel credentials, CPE credits, evaluations, and course materials. It also provides delivery-method-to-standard references and includes recommended self-study learning policy text templates for QAS™.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/administrative-policies-instructions-and-templates/394592/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/administrative-policies-instructions-and-templates/394592.png","ImageObject",300,407,{"name":92,"@type":93},"sagouaw","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-31","2026-09-26",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What are Administrative Policies required to cover when submitting an application?","Question",{"text":112,"@type":113},"They ensure applicants and sponsors understand requirements related to record retention, refunds, cancellations, complaint resolution, and course update policies.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How long must organizations retain documentation under the Record Retention Policy?",{"text":117,"@type":113},"The expectation is that required documentation is retained for at least 5 years.",{"name":119,"@type":110,"acceptedAnswer":120},"What does the Course Update Policy require regarding course documentation and revision frequency?",{"text":121,"@type":113},"Course documentation must include the most recent publication, revision, or review date, and courses must be revised following relevant changes; frequent-change subjects are reviewed at least annually, while other courses are reviewed every 2 years.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},394592,1790884505,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":24,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":144,"preview_page_count":4},3985747862151,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Administrative Policies Instructions  \nThe Administrative Policies are required for submission with an application. The purpose of the Administrative Policies is to ensure that applicants and sponsors understand what is required of them regarding record retention, refunds, cancellations, complaint resolution, and course update policies. We are looking for general overall policies and not specific policies associated directly with the program you have submitted with your application. Please see below for more information and guidelines for these components.  \nRecord Retention Policy  \nPlease do not submit your in-house record retention policy. The Record Retention Policy is specific to satisfying the requirements of Standard 24. The expectation for this policy is that your organization will state that they will retain the required documentation for at least 5 years. The specific documentation which must be retained includes:  \n• Records of participation  \n• Dates and locations of program offerings  \n• Author/instructor, author/developer and reviewer names and credentials. For the CPA and tax attorney acting as an author/instructor, author/developer and reviewer for accounting, auditing or tax program(s), the state of licensure, license number and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.  \n• Number of CPE credits earned by participants  \n• Results of program evaluations  \n• Program descriptive materials (course announcement information)  \nThere are additional requirements for documentation retention specific to each delivery method. Please see the table below for reference to refer to the Statement on Standards for  \nall the required information:  \n\n| Delivery Method | Standard Reference |\n| --- | --- |\n| Group Live | Standard 24-03 |\n| Group Internet Based | Standard 24-04 |\n| Blended Learning | Standard 24-05 |\n| Independent/Self-Study program (QAS™ and Nano Learning) | Standard 24-06 |\n\nRefund Policy  \nYour organization must submit a Refund Policy. This policy is specific to satisfying the requirements of Standard 12. The expectation for this policy is that your organization will state its Refund Policy, specifically outlining how refund requests will be handled. If your organization does not charge a fee for the programs offered, this must be stated clearly in the policy. Include information explaining how the participants should contact your organization if they would like to seek a refund.  \n* If you have no refund policy because your programs are offered internally for employees only, please note that the programs are for an internal audience in the application. If your policy can be viewed online, provide a URL link where the policy can be viewed.  \nProgram Cancellation Policy  \nYour organization must submit a Program Cancellation Policy. This policy is specific to satisfying the requirements of Standard 12. The expectation for this policy is that your organization will state how and when it will communicate a program’s cancellation to participants. This policy is not about when a participant cancels their registration for a program. This policy should outline the mode of communication (email, text alert, etc.) used and the timeframe in which the program cancellation will be communicated to participants.  \n* If you have no cancellation policy because your programs are offered internally for  \nemployees only, please note the programs are for an internal audience in the application.  \nComplaint Resolution Policy  \nYour organization must submit a Complaint Resolution Policy. This policy is specific to satisfying the requirements of Standard 12. The expectation for this policy is that your organization will provide contact information to the participants in the event that they have a concern/complaint. The Complaint Resolution Policy should contain specific contact information such as the contact per","cbCaimOnNwvlgcJl","https://ap.wps.com/l/cbCaimOnNwvlgcJl","pdf",517645,"English","# Record Retention Policy\n# Refund Policy\n# Program Cancellation Policy\n# Complaint Resolution Policy\n# Course Update Policy\n# QAS™ Self-Study Learning Policies Template","[{\"question\":\"What are Administrative Policies required to cover when submitting an application?\",\"answer\":\"They ensure applicants and sponsors understand requirements related to record retention, refunds, cancellations, complaint resolution, and course update policies.\"},{\"question\":\"How long must organizations retain documentation under the Record Retention Policy?\",\"answer\":\"The expectation is that required documentation is retained for at least 5 years.\"},{\"question\":\"What does the Course Update Policy require regarding course documentation and revision frequency?\",\"answer\":\"Course documentation must include the most recent publication, revision, or review date, and courses must be revised following relevant changes; frequent-change subjects are reviewed at least annually, while other courses are reviewed every 2 years.\"}]","Administrative Policies - Instructions and Templates | PDF",1790407696,13]