Institution Level: Compliance Management

University administrators can now comprehensively review compliance across all programs within the Tenant Application through the dedicated Compliance Management section.

1. When you click on the tile for institution administrator, the following dashboard appears where you will click on "Compliance Management":

2. You will see a list of all students with the program names & the cohort information. On this page you will also see the current status for all compliance items of each student. You can also click on the funnel icon to filter results, the wrench icon to rearrange the columns or Export to download the same on an excel spreadsheet.

3. In the "Setup" Tab under "Requirements" you can see and edit the requirements defined by each program for each specific cohort. 

4. In the "Setup" Tab under "Auto-Notifications" you can see and edit the Auto-Notification email reminders set by each program for each specific cohort. 

5. In the "Setup" Tab under "Student Specific Due Date" you can see and edit the Due date for individual students set by each program for each specific cohort and a specific requirement. 

6. The "Document" Tab shows the Compliance document name & the document Status for individual students in each program and the cohort. You will also see the document due date, expiration date & follow up date (if any). 

Click on the “Student Status” filter, choose the required filter option and click on apply.

On the “Student Status” column beside each student name, click on the status.

A drawer will open to view the consolidated detailed status of all the documents for that individual student.

Review detailed information for that student. You can update the document status, select the reason from the drop down and provide comments (if needed). Once done, click Update Status.

The status will change, and the requirement will update. Close the drawer to review other compliance items or go back to the main page.

7. You can click on the funnel icon to filter results, the wrench icon to rearrange the columns or Export to download the information on an excel spreadsheet.

8. When you click on the "Document Status" a new drawer opens with more details about the specific requirement, where you can see the Guidelines for Students or any templates. This page also allows you to edit the Due date for the requirement. 

9. The tabs "Review Clarifications" & "Approve" are only available when you are signed up for Exxat's Approve Service. Reach out to Arpija