Onboarding Requests can be managed and monitored from the Dashboard and the Onboarding areas.
On the Dashboard, the statuses of all active Onboarding Requests are displayed by clicking the Onboardings navigation tab, which shows the pie chart and corresponding table. Any section of the pie chart or rows in the table can be clicked, which will display the Onboarding Requests that are currently in that status.
In the Onboarding area, all active Onboarding Requests are displayed in the display grid. Onboardings are organized by Sent (Onboarding Requests sent by your Organization) and Received (Onboarding Requests received by your Organization).
Onboarding Requests that are Overdue are displayed with and Onboarding Requests that are Due Soon (within 7 days or less) are displayed with
.
Onboarding Requests can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Batch Actions can be taken on multiple Onboarding Requests at once from the display grid in the Onboarding area. Please see Batch Actions for Onboarding for more information.
Approving Onboarding Requests
Onboarding Requests that have been completed and submitted by the Recipient can be Approved by the Sender of the Onboarding Request. Clicking Approve on the Onboarding Request allows the Sender to approve the onboarding and accreditation information submitted by the Recipient.