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.
You can also do two important things in the compliance dashboard. One 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 the compliance sent/submitted to the workers based on the filters mentioned above. You can also see the compliance assigned to the workers in the bottom of the screen.
From there, there is the ability to action Compliance for the User’s from this screen. If you click the Awaiting Approval item, you can see the documents submitted and you can approve/reject them.