How do I find requests Ready for Review?
When a client completes an Engage Request, you will receive an email notifying you that it's "Ready for Review".
Log into your dashboard and navigate to the Engage >> Individuals. There you can filter the Status to view all reports in "Ready for Review" or scroll to find the report marked as "Ready for Review". Click into it to view the entire report.
How do I review the request?
Click the down arrow button to open a full summary of the client submission.
Review the check thoroughly in line with your firm's risk based process, we will indicate if there are any areas to Consider, or else we will return the results as Clear.
When you have completed your review, and have identified any next steps, tick the "Mark as Reviewed" box and click "Submit review". If your firm requires you to get a report cleared by a colleague, you can assign a new reviewer to the engage request from the review window by selecting "change reviewer".
How to download a report
You can choose to download the report and save it into you CMS/PMS. To do this click the three dots to download a PDF of the report by clicking Download report.
For further assistance, please contact us at [email protected].