Uploading Compliance Documents

1a. If you are using the New Student Dashboard, in the compliance section, you can check the number of requirements that you need to upload or re-upload using the "X document(s) need attention". You can also check the number of documents that have been approved out of the total number of required compliance documents. Click on the View All hyperlink to view all the documents required of you.

1b. If you are using the Old Student Dashboard, click on the compliance section from your dashboard. The compliance section displays the number of required documents that either need to be uploaded or need to be re-uploaded.

2. 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 submitted any document to this requirement.   

• • • In progress: You have begun submitting your documents for this requirement, but the process is not yet complete. Additional actions are required to fulfil the requirement.  

• • • Pending Review: The document has been submitted in Exxat.  

• • • Approved: The document has been reviewed, and it meets the requirement. 

• • • Not Approved: The document has been reviewed and determined that it does not meet the requirement.  

• • • Expiring: An approved document on file 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.

3. 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. 

4. 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:

• You can also view the Reason and Comment column for the document and make the required edits and proceed forward. 
• 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 Approve Services, the document will typically be reviewed and approved within 48 to 72 hours. Documents can be approved before the deadline or on the due date.

   2. If you have any questions about the document template or instructions provided please do reach out to your program administrator. 
   3. 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.
   4. 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.

Removing an Uploaded File

You can only remove uploaded files if they are in ‘Pending Review’ status and have not been ‘Approved.’

To remove an uploaded file:

1. Click Compliance from your dashboard or left-side menu.

2. Locate the requirement with ‘Pending Review’ status.

3. Click the pencil icon under the Action column.

4. In the drawer, view the document details.

5. Click the pencil icon next to the uploaded document.

6. Click the trash bin icon to delete the document

Retrieving Compliance Records from an Old Profile

You can download a report of your submitted compliance requirements if your account is still active.

To download compliance records:

1. Click Compliance from your dashboard or left-side menu.

2. Navigate to the Reports section.

3. Generate and download a report of your previous compliance submissions.