Overview
After your workers submit documents for review, these can be auto-approved if enabled. If auto approval is not enabled, or a document is submitted that does not meet the auto-approval confidence threshold, then they will need to be manually reviewed by you.
Luckily, the Compliance product makes this easy for you!
Review & act on pending documents
To start, view the Compliance Group table to quickly see which of them have workers with documents needing review. Go to:
The Compliance activity (in the sidebar)
View the Pending Review column to see which groups have documents needing review
Click on the name of the compliance group with a pending document
At the top of the screen, you'll see how many workers in this group fall into each compliance status, including those with documents pending review. Click on the Review all button to open an activity where you can review all of these documents.
In this review activity, you'll see the file that the worker uploaded, along with all information that was extracted from the document. If the worker manually wrote in, or overrode any existing, values, then that will be noted as well.
After reviewing the information given, there are three actions you can take:
Approve the document if it meets all requirements to mark it as being In Compliance
Reject and ask for recollection if there are any issues
This option will email the worker, and reactivate the task to upload this check in their portal
Make changes and save without approving
This can be helpful if you need to make updates to the entered information, but don't want to approve the document just yet
See manual document review in action here:
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