Starting a New Request

After entering the system's Compliance Monitoring section, click the corresponding Live/Virtual Monitoring tile.

Note: The wording of tiles may vary depending on your organization’s specifications. The instructions below are meant as a general guideline only.

Clicking the Live/Virtual Monitoring tile will open the corresponding request page.

Filling Out The Questionnaire

The questionnaire is configured specifically to your organization’s needs and specifications. Many organizations opt to make a significant portion of the questionnaire mandatory to collect as much information about the request as possible.

Additionally, questions can be configured to be conditionally displayed based on the answers to previous questions. By making questions conditional, your organization can streamline the initial form and only present the user with the fields that will be required of them. 

Submitters will not be able to proceed if the required information is missing. If the user leaves the required fields empty, the system will provide feedback, as pictured below.

Information Icon

The information icon ⓘ  is displayed next to some questions. Clicking this will open a pop-up window with additional information about the question. This window can be closed by clicking the X in the top right corner. 

Uploading Files

For questions requiring attachments, a user can add files to the request by clicking the Add File(s) button. Multiple files can be uploaded for a single question.

Uploaded files can be deleted before and after the request is submitted by clicking on the Trash Can Icon next to the file you want to delete and then confirming your action by clicking Yes.

Tip: Once you have answered all the questions, the navigation section will show a Green Checkmark, indicating that you have answered all the required questions. 

 

Tip: If the section is incomplete, the navigation section will show a Red Exclamation Point next to the section link, indicating that the required information is missing.  

 

Approver Information

Approvers are the person(s) who will review your request and either approve it, reject it, or ask you to update the information you provided.

After clicking Submit Request, the Approvers modal will open.

Note: Approver selection varies depending on your organization's specifications. You may be able to select the appropriate approver(s) from a drop-down menu, the approver(s) may be prepopulated for you (and not editable), or there may be a combination of both. If no approvers are required, your request will go to Recorded status once it's submitted.

Choose the appropriate approver(s) by typing to search or clicking the drop-down arrow on the right to select the appropriate approver. After selecting approver(s), the Confirm button will become available. 

Optional comments can be added, then click the Confirm button to submit the request.

By clicking Confirm in the Approver Screen, the system will:

• Submit the request for review.
• Send a notification email to your chosen approver or the first approver in your organization’s defined workflow.
• Change the request status to In Progress.
• Redirect the user to the Compliance Monitoring landing page. From here, the user can see the request they submitted in the Recent Compliance Monitoring Activity table under the Requests → Submissions tab.