Corporate Client: Request for Met / Not Met / NA (E-Learning & Equipment sections)
Equipment – Manage Mandatory documents – add documents with applicable review group required – apply document to categories – document gets uploaded by Service Provider - review group to approve or reject document – Document shows as validated
Note: It is important to ensure that each equipment item has an equipment category assigned to it.
When the document gets uploaded by the Service Provider on their equipment item/s or a client user uploads against their own equipment item piece/s, the status will show as uploaded.
Client to view documents in “Approve Documents”