Current Cat=18 How to Return a User's Compliance Document Please wait .........

How to Return a User's Compliance Document

Aims:

By the end of this guide, you will be able to Return a User's Compliance Document.

Step by Step:

1. Navigate to Admin View by clicking on your profile image in the top right corner and click on ‘Switch to Admin View’. (This might not be available depending on your permissions)

2. Click on the Compliance Tab on the Menu Bar.

3. Click on Users. You can either search for the User via the Search Bar or the table below.

4. Click on the Red Triangle which will only appear if the User has a Pending Document. A popup will appear.

5. On the right-hand side of the table within the popup, you will see the View Tab. Click on the PDF below.

6. The PDF will popup and you can view. When the document is incorrect or out of date, click on the Return button in the bottom right-hand corner of the popup.

7. Enter a reason why you are returning the document, for example; "The document expired on 10/06/20 and is no longer valid. Please upload a valid document".

Once you have entered a reason, click Confirm.

The status of the document will change to pending. The user is now required to upload a new document to be validated.