Administration Approval for Compliance

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Administration Approval for Compliance

 

The Approval for Compliance feature allows administrators to review and "approve" insurance data entered by users before the system starts the tracking and automated email notification process.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh
.
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.Click the Configuration tab.
 
The following screen displays:
 
GreenlightmainscreenConfigurationtab1-mh
 
Important: You can re-size your grid row height to display all the text in the row. Click in any row and use your mouse to drag the grid line up or down. This includes the header row.
 

4.On the Configuration tab, Options grid, locate the Require Administration Approval for Compliance check box.

5.Click the check box to enter a checkmark and turn on compliance approval.
 
Administration approval is now required before the tracking and automated email notification process may be started.