The compliance listing screen will help you to view booked and active candidate’s compliance percentage and documents.
The compliance listing screen has 5 Tabs:
View All Tab: will show all candidates that are currently in an active/booked status
Files Due Tab: this tab focuses on candidates who have files due
Review Tab: this tab list all compliance documents that were uploaded by the Agency and will need to be reviewed
Expiring Docs: this tab will list compliance documents that are going to be expiring in the next 15 days. The default Expiring within time frame can be changed.
Percentage Buckets: the system will place the active/booked Candidates into the correct percentage buckets based on the Candidate’s compliance percentage.
The Review and Expiring Documents tab groups the documents based on their type: Credential, Certification and License.
Communicating via Notes with other Users
On the Compliance listing screen under the View All or Files Due tab click on the conversation icon under the Note column and type in your note. The note will be visible for all users and user types (Client, VMS, Agency). When you see a red bubble with a number, it indicates that you have new notes to review. These notes can be used for general updates regarding a Candidate’s assignment specific compliance profile.
Notes for Compliance Documents
You can leave notes for each individual compliance requirement within a Candidate’s compliance profile. The Note icons will be available under the Review, Expiring Docs tab and within the assignment specific compliance profile.
Viewing Compliance Profiles
Candidate’s assignment specific compliance profiles can be viewed under the View All tab by double clicking on the line.
Each Compliance Profile will include the following details:
- Compliance Percentage
- Assignment Details
- Candidate Details
- Candidate Contact Details
- Compliance Requirements: Credentials, Certifications, Professional Licenses
In the Compliance Requirements section the documents that have been uploaded and verified will be highlighted in green under the Docs column.
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