As documents are submitted they need to be reviewed. In most cases documents will go to the dashboard of the staff member that added the contractor. Follow the steps below to review or transfer submitted documents on your dashboard.
1. Select on ‘Review Document’ to open the following screen on the right side of your display
2. Review the details and take the following steps.
a. Select on ‘Download‘ to review the document.
b. Check the dates that the contractor has entered.
c. If the expiry date is incorrect, modify it by selecting on the small calendar icon.
d. If the date is correct, tick the ‘Expiry date is correct’ box.
e. If the document category does not require an expiry date, check the ‘No Expiry’ box.
f. Enter any comments you have before approving or rejecting the document. When rejecting a document the comments will be sent back to the uploader.
g. Select on the ‘Approve’ or ‘Reject’.
Note: If you approve the document it will be recorded as active within the entity, if you reject the document it will be returned to the contractor to action based on your comments and remain outstanding. All rejected documents will show in the history table for the entity.
3. If the document needs to be transferred to another staff for approval, go straight to the bottom of the page, then select ‘Transfer Approval’.
4. This allows you to:
a. Select the staff member’s name from the drop-down menu to whom you want to transfer the document review.
b. Enter a comment in the ‘Comment’ field.
c. Select ‘Transfer’ to complete the process.
5. If other staff member transferred a document to you for approval, you will receive an email alert and the document will be available on your dashboard.