Exxat Prism provides a centralized and efficient way to review, track, and manage compliance documents across Groups and Faculty helping you maintain accuracy, streamline workflows.

Faculty Compliance section  by default opens in the Compliance Review tab. with a dashboard showcasing the overall compliance status for the Requirement Group.

Reviewing Compliance by Group

Access Requirement Group

1. Login to Exxat Prism using your university credentials.

2. From the Exxat Prism dashboard or hamburger menu, go to Student Compliance.
   

3. under View By, select By Group

4. Click on the desired Group Name
   By default, you will land on the Compliance Dashboard for that group.

Dashboard Tab for Group

The Dashboard provides a visual overview of compliance status for the requirement group.

Tip: Click on any graph to drill down into detailed records.

Summary Tab

The Summary tab allows you to review and update compliance documents.

Steps to Review Documents

1. Navigate to the Summary tab

2. Click on a status such as:

   • Pending Review

   • Approved

   • Expired

   • In Progress

3. (Optional) Apply filters using the filter icon

4. Select a document to open the Faculty Compliance drawer

End--

Review Document and Update Document Status

Within the Faculty Compliance drawer:

1. Select Document Status from the drop-down

   • Approved

   • Not Approved

   • Pending Review

   • In Progress

2. (Optional) If the document status is In Progress , you can set a Follow-up Date.
   

3. Choose a Reason (if applicable), such as:

   • Approved with Exception

   • Approved with Medical Exemption

   • Approved with Religious Exemption
     

4. (Optional) Add Comments 

5. (Optional) Click Reset to:

   1. Archive the document

   2. Reset status to Get Started

6. Click Update Status
   

The system will update the requirement accordingly.

End--

Download Reports & Documents

• Document Details Report

  In the top of the grid, click Document Details Report to export data in an excel file.
  
   

• Bulk Download

  1. Click Bulk Download to download student documents for a requirement. 
     

  2. Download Documents

     1. In the Documents tab, select the requirement. 

     2. click Prepare Files to prepare files for download. 
        System generates a downloadable file.
        

     3. Once generated, click My Downloads - you will see files are ready to download.

     4. Click Download next to the generated files to begin download.
        
         

  3. Download PDF Summary

     1. In the PDF Summary tab, select (1 or more) the requirements you want to download.

     2. click Prepare Files to prepare files for download. 
        System generates a downloadable file.
        

     3. Once generated, click My Downloads - you will see files are ready to download.

     4. Click Download next to the generated files to begin download.
        

End--

Notification Tab

Use this tab to communicate with faculty regarding compliance.

1. Navigate to the Notification tab

2. Select faculty using checkboxes

3. (Optional) Expand items to customize included requirements

4. Click + Compose Email
   

5. Review recipients and click Next.
   

6. Select or edit email template, and click Preview. 
   

7. Send email now or schedule to send at a later date and time. 
   

You can also track emails using the History button.

End--

Reviewing Compliance by Faculty

The By Faculty view provides a detailed overview of each Faculty's compliance.

Steps

1. Login to Exxat Prism using your university credentials.

2. From the Exxat Prism dashboard or hamburger menu, go to Faculty Compliance.
   

3. Under View By, select By Faculty
   You will see Overall compliance status, Expiration dates, Pending and incomplete items.
   

4. Click on the Compliance Status to:

   1. View all compliance requirements for the faculty
      

   2. Download individual student reports
      

      1. Click Download PDF Repot for Selected Documents to download PDF Summaries. 

      2. Click Download files Selected Documents to download individual files of the requirement. 
         

End--

Reviewing Compliance by Document

The By Document view focuses on compliance by document type.

Steps

1. Login to Exxat Prism using your university credentials.

2. From the Exxat Prism dashboard or hamburger menu, go to Faculty Compliance.
   

3. under View By, select By Document 

4. Click on a Document status to review the document. 

5. Click Export to download an excel report. 
   

End--

Archive Compliance Documents

• Resetting a document status moves it to the Archived Documents section

• Students can upload a new document after reset