Using Follow Up Dates

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Using Follow Up Dates

 

Follow Up Dates allows users to organize which vendors are contacted.

 

1.From the ribbon toolbar, click Greenlight.

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

3.In the left navigation bar, click on a vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Insurance tab.
 
The following screen displays:
 
GreenlightVendorscreenVendorInsurancetab-mh
 

5.For any unresolved vendor compliance issues, enter a date to revisit the issue in the Follow Up Date field.

6.Click Save, GreenlightSavebutton-mh.
 
A green indicator light will display on the Out of Compliance dashboard (on the Company level screen) as a visual cue that the compliance issue was handled and is now resolved.
A red indicator light will display on the Out of Compliance dashboard (on the Company level screen) as a visual cue that the compliance issue still exists, or if the Follow Up Date has passed without proper resolution.