Due Diligence Dashboard

Modified on Tue, 28 Apr 2020 at 02:13 PM

Objectives:

  • Learn how to access your Due Diligence Dashboard
  • Learn how to use the Due Diligence Dashboard

To view your Due Diligence Dashboard

  • Log into your platform as a super administrator
  • Click on Due Diligence from the left hand side navigation menu



The Due diligence dashboard displays a summary of all forms that have been submitted and their status. The summary also includes

  • Number of submissions to review
  • Number of approved submissions
  • Number of rejected submissions
  • The overall number of submissions


The Due diligence file upload search feature allows super administrators to search for file uploads that are part of the due diligence process. 


You can filter your search to make it easier to locate the file you need, you can filter by:

  • File name
  • Field name
  • Organisation name

 


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