After logging in, the first screen you will see is your new dashboard. This page has been designed to make it quick and easy to check your compliance status at any time, along with any actions that are due. In summary, it provides a snapshot view of your current status and position in the process.

The progress bar summarises where you are in the process, from logging in for the first time through to completion (up to date).

As you complete your questionnaire and move through the process towards compliance, your progress bar will update from Logged in to Stage 1, Stage 2 (if required) through to Complete.

The first box in this section shows you when you need to complete your questionnaire by. In the example below, the user must complete their questionnaire by 29 May 2022.

A countdown clock will display in this box if you are nearing your deadline date.

As you complete your questionnaire and move through the process towards compliance, your status will change from Not started to In Progress, to In Validation through to Complete.

As you get closer to your deadline date, your questionnaire status will change colour from green through to amber through to red to emphasise the urgency of completing your questionnaire.

Once you have completed your questionnaire, the date in this box will change to your annual renewal deadline.

The second box in this section shows your documents status. In this example the user is at the start of the process and has not yet uploaded any documents. As you complete your questionnaire and upload documents in response to specific questions, your document status will change from None through to Green, Amber or Red.

If you have a documents status of Amber or Red, it signifies that one of more of your documents is due to expire (or has expired) and an updated version should be uploaded to ensure you remain complaint. If you don’t upload any documents, this status will always remain as None.

The lower section of your dashboard screen may include a summary of any updates made to the questionnaires, including recent upgrades or improved functionality.

From your dashboard, you can access all other areas of the platform, as follows:

Home - use this to return to your dashboard at any time.

Questionnaire - use this to access your questionnaire.

Documents - use this to access your documents page.

Menu - from here you can access the following areas: