Uploading Compliance Documents

1. Go to Dashboard and click Compliance. OR Go to the menu on the top left corner and click Compliance.

2. The Compliance tile displays the number of documents that require your attention.

3. On the Compliance window, the following information is displayed: 

• • Mandatory Requirements – displays the documents that require your attestation. 

• • Category – displays the type of category set for the compliance requirement. 

• • Status – displays the status of your document. our document can have the following statuses: 

• • • Get started: you have not started working on this item.   

• • • In progress: You've started filling in your information for this item, but nothing has been submitted to the school.  

• • • Pending Review: the document has been submitted to your school.  

• • • Approved: your school has reviewed the document, it meets all requirements, and the document is approved. 

• • • Not Approved: your school has reviewed the document and determined that it does not meet all the requirements.  

• • • Expiring: an approved document is expiring.  

• • • Expired: the document has expired. 

• • Due Date – displays the day on which the attestation must be completed. 

• • Follow-up Date – displays the date when the follow-up will be conducted. 

• • Expiration Date – displays the date when the document attestation expires.  

• • Included in Profile Link – click share button to share the profile.  

• • Action – click pencil icon  . 

1. 1. 1. 1. On the edit window, specify the following details: 

• • • • Start Date 

• • • • Expiration Date 

• • • • Note 

• • • • Upload files  

1. 1. 1. 2. Click Submit for Review.

1. 1. 1. 3. Click OK to submit the report for review and Cancel if you need to validate the details again. 

         4. The status is displayed in the Compliance window.

            Please note that you must enter the Expiration Date of the document along with the start date if your school has asked to do so.

4. After selecting a document, a drawer will open and it will display the guidelines for your compliance requirement, a template or sample document (if your school has provided one), and any information you have previously uploaded. Please review these items before moving on. 

5. You may see the following options:

   a. Vaccination
   b. Titer Details: Can be used if you have titer information rather than vaccination details.
   c. Declination Details: If for any reason you would like to decline a compliance requirement, you will use this option.
   
    

5. To begin uploading a document and completing the information for a requirement, click on the plus (+) icon next to the document name. To edit an existing item, click the pencil icon.
    
    

6. Another drawer will open asking for additional details and allowing you to drag and drop a file to be uploaded. Alternatively, you may click on the cloud button to search for a file to upload. 
   

7. After you have completed all required fields, click Submit for Review. 
    
    

8. You will be asked to confirm your submission. Click OK.
   
    

9. The drawer will close, and you will see the status of the item you are working on change to Pending Review. 
    
    

10. Once you submit a document for approval, keep returning to check the status of your requirements. When your school has reviewed the document, it will change to:  
    a. Not approved: your document will include a status, and once selected will show you details as to why your document has not been approved.  Click on the pencil icon to make the needed changes and/or upload a new document. 
    b. Approved: you are good to go!

    Please note that if you see that your document has not been reviewed yet or reviewed but rejected:

    • Contact your School Administrator of your school is not using Approve services.
    • Contact the Approve team if your school is using Approve services.

    
     

Please note some of the below points while uploading the documents: -

1. 1. After you upload the document, the approval timeline depends on your school’s procedures. If your school is enrolled in the Approval Services, the document will typically be reviewed and approved within 48 to 72 hours.

   2. If you are trying but unable to access the compliance section immediately after making the payment:
      • You must log in and log out to gain access​.
   3. If you are trying but unable to upload a document from the compliance section:
      • Check the status of the document. If the document is already uploaded in 'Approved' status, you will not be able to re-upload the same document. However, you can add a new document by following the below steps:
      • Click on the ‘Approved’ status or the pencil icon under the Action column for that specific requirement.
      • Click on ‘Add New Record’ to add the new document. This will add the new document in the same and the old one will be archived.