Skip to main content

Member Status Guide for Ankored Administrators

This guide helps understand member statuses, profile statuses, and requirement statuses in Ankored. This article will be helpful for all permissions above individual.

Compliance Status Status Definitions

At the Program level, each member displays a compliance status indicating their overall progress:

Invite Not Sent

The member was added to Ankored, but their invitation email was not sent. This happens when the member was either added as Inactive, or added to a role with no assigned requirements.

Note: Once the member is made Active or requirements are assigned to their role, their invitation email will be automatically triggered.


Invite Pending

The member was added to Ankored and their invitation email was sent, but they haven't activated their account yet.

Action needed: member must check their email for the activation link and click "Activate Account."

Automatic reminders: Ankored sends 4 follow-up reminders on Days 2, 4, 7, and 10. Reminders stop once the member activates.

Admin tip: For large groups, click Resend Activation Emails to send reminders to all unactivated members.


Pending Confirmation

The member created their account via a sign-up page, but they have not yet confirmed their email address.

Note: If the email address contained a typo or is invalid for another reason, they will have to go through the sign-up page again with a valid email address.


Incomplete

The member has activated their account but has missing requirements.

How to view: Hover over the "Incomplete" status to see which requirements are missing.


Optional

The member is only missing optional requirements, everything else is complete.


Pending

A user has a requirement with an "Age Trigger" assigned and they have not yet reached the required age to complete the requirement.


Cleared

The member has completed all assigned requirements, including any optional ones.


None Assigned

The member has an active Ankored profile but no requirements have been assigned to their role.


Qualifications Not Met

The member had an adverse action on their background check and is no longer part of the organization.

Note: They will not be able to access this profile when they log in to Ankored.


Disqualified

The member was disqualified based on their failure to provide the necessary documentation to complete a requirement.


Profile Status

Separate from compliance status, every member has a profile status:

Active

The member is an active part of the organization. They receive invitation and reminder emails and are tracked for compliance.


Inactive

The member is not currently active in the organization. Inactive members do not receive invitation emails and are not counted toward compliance tracking.

Note: Members added as Inactive will show as "Invite Not Sent" until they are made Active.


Requirement Status Definitions

Ankored tracks status for each individual requirement. Here's what each status means:

Completed

The member has successfully fulfilled this requirement.


Incomplete

The member has not completed all of the assigned requirements.


In-Progress

Applies to: All Trainings

The member has started the training but hasn't finished it yet.


Waiting on Applicant

Applies to: Integrated background checks

  • The member has initiated the background check application but hasn't submitted it to the third-party provider for screening.


Waiting on Provider

Applies to: Integrated background checks and RSO Monitoring

The member has submitted their application to the third-party provider. No further action is needed from the member. The screening process typically completes within 72 hours or less.


Pending Review

The member has manually uploaded a required document.

Admin action required: Review the file and select one of the following:

  • Approve – Accept the document

  • Reset – Request the member upload again. Add the reason for rejection so the user can make the necessary fixes before they upload again.

  • Disqualify – Decline the document and remove the user from your Ankored account.

Important: If rejected or reset, the member receives an email notification with the reason and can upload a new document.


Under Review

Applies to Integrated Background Checks and RSO Monitoring

There was a flag on the user's background check report that requires an admin review it and make a decision to either approve the user or set them to adverse action.


Expiring Soon

This requirement is approaching its expiration date.

Action needed: The member will receive email alerts and must re-complete the requirement. Member can re-complete as early as 30 days before expiration or remove the file and redo the requirement.


Expired

This requirement was previously completed but has now passed its expiration date.

Action needed: The Member must re-complete the requirement to return to "Completed" status.


Optional

This requirement is available but not mandatory.

Note: If the Member chooses to complete an optional requirement, the status will update to "Completed."

Did this answer your question?