To access the Compliance Dashboard, click the menu icon (windows icon) in the top and choose Compliance Dashboard menu.
Compliance Dashboard: In this screen, you can see the summary of total templates, packages available and how many are awaiting approval and how many templates expire in 30 days.
Templates:
Packages: Allows you to group together multiple templates to create a list that is needed from the contractor/client user. For example a package of new starter documents.
Compliance Dashboard
In this screen, you can see the summary of total templates, packages available and how many are awaiting approval and how many templates expire in 30 days.
From the compliance dashboard you can create Template/ Packages. The other is to assign templates/packages to contractor/client user.
Assign: Assign Templates/Packages to contractors/client users
Create: Create Template/Package
Username: Search for Users by name
User Type: Contractor/Client select to narrow search down
Compliance Status: Open/Pending/Completed select compliance status to narrow search down
Last Created/Assigned In: Search for Contractor or Client records by the date they were created/assigned
You can search for the compliance items sent or submitted by workers using the filters provided above. Additionally, you can view the compliance assigned to workers at the bottom of the screen.
From this screen, you can take action on compliance items for users. By clicking on an "Awaiting Approval" item, you can view the submitted documents and choose to approve or reject them.