Organisation health and who to chase
See how each Managed Service organisation is doing, open its register read-only, and nudge providers with missing or expiring documents.
1 min readLast updated
Applies to: iComply staff only · iComply Super admin, iComply compliance officers
Who to chase (the Organisation health page) is the managed-service view across every organisation with Managed Service on. Compliance officers and Super admins open it.
Organisations
Each row shows the percentage compliant, red providers, expired items, documents awaiting the organisation's approval, when its admin last signed in, and whether Checked by iComply is On, On · auto-approve or Off. Select the name to open its register read-only.
How to chase a provider
- Step 1: Scroll to Who to chase. It lists providers who are red or have something expiring, with the organisation, their email and phone, and what's outstanding.
- Step 2: Call or email them, then add a Call log note and select Add note. The last three notes show on the card.
- Step 3: Or select Nudge to email them the list of what's still needed, on behalf of the organisation, with a link to upload it.
What happens next
- A nudge is recorded in the organisation's audit log. If nothing is outstanding, it isn't sent.
- Opening the list is recorded in the platform audit log. Opening a register is recorded in the organisation's audit log.
Registers here are read-only. To set something up for an organisation, a Super admin uses Act on behalf, which is audited.