What happens to product applications in review?
As soon as an approved application has an incomplete task, it’s put into review automatically. Learn how applications get incomplete tasks.
To see customers with applications in review, go to the Profiles tab, click the drop-down at the top and select Customers in review.
When a product application is in review...
1. Any automatic checks are performed
If the smart policy specifies that checks should run automatically for incomplete tasks, those checks are performed now for all tasks, except those that users marked incomplete manually.
If the associate profile has smart policies that include checks configured to run automatically for incomplete tasks, those checks are run on the profiles of the relevant associates. As above, checks are not performed automatically on any associate tasks that users marked incomplete manually.
Successful checks are marked Passed and unsuccessful checks are marked Failed. Checks that could not be run because of a PassFort or data provider error are marked Error.
2. Tasks are passed/failed
Whether tasks are passed automatically or manually depends on how the task became incomplete as well as what’s defined in the product’s smart policy.
Passing tasks automatically
Tasks are marked Task passed automatically when all of the following are true:
- The smart policy specifies the task should be passed automatically as soon as one check passes.
- At least one check has passed.
- The task was not marked incomplete manually.
Tasks with an associate smart policy are only marked Task passed when the associates of the company are approved. Each associate smart policy determines whether a specified number of associates, a specified percentage of associates, or specified types of associate need to be approved for the task to be marked Task passed.
The indicator for passed tasks is a check mark.
Passing tasks manually
All other incomplete tasks must be passed manually. The indicator for tasks that are not yet complete is an empty circle.
The actions you take to pass the task depends on the nature of the task as well as your company’s compliance policy. You might:
- Review information obtained from checks.
- Complete a task form.
- Upload files (e.g. a PEP declaration form) to the Task notes.
- Record conversations or actions that took place outside of PassFort by adding a note to the Task notes.
Once the task is complete, click Mark task as complete and select Passed. The task is marked Task passed and its indicator displays a check mark.
Failing tasks manually
To fail an incomplete task, click Mark task as complete and select Failed. Optionally, explain why you're failing the task in the Task notes.
To fail a passed task:
- Click Task passed. The button is displayed as Mark task as complete.
- Click Mark task as complete and select Failed. Optionally, explain why you're failing the task in the Task notes.
An application with one or more failed tasks cannot be approved. To learn how to cancel applications, see Approving/cancelling applications manually.
3. The application is approved/cancelled
Once all tasks are passed, the next action is determined by the smart policy.
Automatic application approvals
If the smart policy is configured so applications are approved automatically once all tasks are passed, the application is given the Approved status.
Approving/cancelling applications manually
Once an application is approved (automatically or manually), it resumes the monitoring stage.