This guide explains how to review and complete faculty compliance requirements in Exxat Prism. You will learn how to access the Compliance section, understand document statuses, and identify requirements that need your attention.
The guide also explains how to enter required information, upload documentation, and submit a compliance document for review.
If a document is not approved, you can review the feedback provided by your program and update the document as needed.
Your program may require you to submit compliance documents. Compliance documentation is how your program collects your healthcare identity, insurance, and certification information. This information could be used for general employment purposes, or it could be used to clear you to attend student clinical work at sites.
Accessing the Compliance Section
- Log into your account.
- From your dashboard, click on the Compliance Tile.
Alternatively, you can navigate to the compliance section via the left-hand hamburger menu
Viewing Compliance Requirements
- In the compliance section, you’ll find a detailed list of requirements.
- Each compliance document will have a status indicating its current stage:
- Approved: Document has been reviewed and approved by your program administrator.
- Pending Review: Document has been submitted and is awaiting review.
- In Progress: Document has been saved but not submitted.
- Get Started: Document has not yet been started.
- Expired: Document has expired and requires an update.
- Not Approved: Document was reviewed but not approved.
Documents marked as Get Started, In Progress, Expired, or Not Approved will require action.
At the top of the page, you’ll see a summary of:
- Approved Documents
- Pending Review
- Documents Needing Attention
Status Description
- If you have yet to start a compliance document, it will be assigned the status of “Get Started”.
- If you have saved but not submitted a compliance document, it will have the “In progress” status.
- If you have submitted the document but your program has yet to review it, the status will show as “Pending review”.
- If your program administrator approves your submitted compliance document, the status will show as “Approved”.
- If the uploaded document has expired, the status will appear as “Expired”.
- And lastly, if your uploaded compliance document was not approved by your program, the status will appear as “Not approved”.
Any get started, in progress, not approved, or expired compliance documents will require you to complete and submit.
Completing a Compliance Document
- Click on the document’s status to open it.
- A drawer will appear with specific instructions for completing the document on the right-hand side.
- Enter the required information, including any necessary dates.
- To select a date, click the calendar icon or type the date manually into the provided field
Submitting Your Document
- Once the document is complete, click Submit for Review.
Your program administrator will review the document and take one of the following actions:
- Approve: No further action is required.
- Not Approve: The document will be returned with comments explaining why it was not approved.
If Not Approved:
- Click on the Not Approved status to view the rationale provided by your program.
- Make the necessary changes based on the feedback.
Troubleshooting
| S. No. | Issue | What to do |
|---|---|---|
| 1 | I am not sure which compliance documents require action. | Review the document status. Documents marked Get Started, In Progress, Expired, or Not Approved require action. |
| 2 | I started a compliance document but have not submitted it. | Open the document with the In Progress status, complete the required information, and submit it for review. |
| 3 | My compliance document shows Pending Review. | No additional action is required while the document is awaiting review by your program administrator. |
| 4 | My compliance document has expired. | Open the document with the Expired status and provide the updated information or documentation required by your program. |
| 5 | My compliance document was not approved. | Select the Not Approved status to review the rationale provided by your program, then make the necessary changes based on the feedback. |
| 6 | I am not sure what information is required for a compliance document. | Open the document by selecting its status. Review the instructions shown in the drawer on the right-hand side before entering the required information. |
| 7 | I need to enter a date for a compliance document. | Select the calendar icon or type the date manually in the provided field. |
Frequently Asked Questions
From your dashboard, select the Compliance tile. You can also access the Compliance section from the left-hand hamburger menu.
The available statuses are:
- Approved: The document has been reviewed and approved by your program administrator.
- Pending Review: The document has been submitted and is awaiting review.
- In Progress: The document has been saved but not submitted.
- Get Started: The document has not yet been started.
- Expired: The document has expired and requires an update.
- Not Approved: The document was reviewed but was not approved.
Documents marked Get Started, In Progress, Expired, or Not Approved require you to complete or update the document and submit it.
Select the document’s status. A drawer opens on the right-hand side with instructions for completing the document.
After entering the required information and completing the document, select Submit for Review.
Your program administrator reviews the document. If it is approved, no further action is required. If it is not approved, the document is returned with comments explaining why.
Select the Not Approved status to review the rationale provided by your program. Make the necessary changes based on the feedback before resubmitting the document.
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