Onboarding Requests allow you to view, manage, complete and submit onboarding and accreditation requests that you've received from other Organizations.
In the Onboarding area, all active Onboarding Requests are displayed in the display grid.
Onboarding Requests that are Overdue are displayed with and Onboarding Requeests 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.
Onboarding Request Statuses
Not Viewed
The Onboarding Request has been received but it has not yet been viewed. A view is counted each time you click on the Onboarding Request to view it. When the Onboarding Request has been Viewed one or more times, the status changes to Viewed.
Viewed
The Onboarding Request has been viewed but has not yet been started. When the onboarding process has been started, the status changes to In Progress.
In Progress
The onboarding process has been started but has not yet been completed and submitted. When the Onboarding Request is completed and submitted, the status changes to Submitted.
Submitted
The Onboarding Request has been submitted to the Organization that sent the Onboarding Request.
Revision Requested
The Organization that sent the Onboarding Request has indicated more information is required, which returns the Onboarding Request to the Recipient. The Recipient can revise and resubmit the Onboarding Request.
Approved
The Organization that sent the Onboarding Request has reviewed and approved the Onboarding Request.
Canceled
The Organization that sent the Onboarding Request has Cancelled the Onboarding Request.