Email Notifications for Requirements Pending Review
Ankored will email you when there are requirements in your account pending review. These emails include Background Check Flags and any requirements you have set up for Manual Upload for your review and approval.
The email will tell you exactly what you need to view, listing each requirement pending review along with the number of submissions awaiting your decision (for example, "CDC Heads Up Concussion Training: 1").
Click the Ankored link in the email to log in and complete your reviews.
These emails are sent as a daily digest, summarizing any requirements pending review on your account.
At this time, the cadence of these emails cannot be changed.
Step 1: Navigate to Review Requirements
Requirements awaiting review and requirements recently reviewed will appear on this screen
In the top right corner, there will also be an action button 'Review Requirements' if you have reviews to do
Step 2: Review the Requirement
Select the requirement and click Review on the right-hand side.
On the Review Uploaded Requirement page, view the uploaded document or details for accuracy and compliance.
Step 3: Choose an Action
After reviewing the requirement, select one of the following actions under Review Decision:
Approve Requirement: Mark the requirement as complete.
Reset Requirement: Reset this requirement to Incomplete to allow the user to resubmit the requirement. When resetting, you are able to provide the member with a reason why their manual upload was not approved (for example, "this needs a physician signature"). That reason is automatically sent to the member so they know exactly what to fix before resubmitting.
Disqualify User: Disqualify the user and block them from your Ankored organization.
What the Member Receives After Your Review
The member is automatically notified by email once you make a review decision.
If approved: The member receives an email confirming their requirement has been approved and is now complete.
If reset (not accepted): The member receives an email letting them know their requirement was not accepted or approved, including the reason you provided, along with instructions to log in to their Ankored account and upload a valid document once they have addressed the issues.