How Do I Update the Primary Source Verification?

Issue

How do I update the PSV for 1st, 2nd verifications? I have updated the verifications but the form is still showing red, past due, not completed.

Environment

Kipu Compliance, Human Resources, HR Documents, User Compliance Report 

Resolution

A user with the permissions to edit the HR document or form can use the below steps to update the PSV.

There are two ways to enter a form to edit it:

• From the document's List View:
  1. One way is by selecting the blue down arrow button to the far right of the form in question and select Edit from the drop-down.
     
  2. Selecting Edit will automatically put the form into In Progress status and allow for the Primary Requirements to be worked on.
     
• From the document's List View:
  1. Another way to enter the document is to select the ID number.
     

  2. Then select the Edit button located above the document or at the bottom.
     

     Take Note:
     The user may have to adjust the Form Status depending on the updates being made.
     

     To update the Verifications the form will need to be set to Awaiting Approval status.
     

Once the Primary Requirements have been met and the form has been updated to Awaiting Approval the Secondary Requirements will be available to be completed by the role or roles that are able to. A notice will go out to users with the role(s), that it's ready for the Secondary Requirements.

Cause

When a license expires and the reverification and updates need to be made. HR will enter in the updates on the original form for tracking and record. 

Additional Information

• To learn more about primary requirements, click here.
• To learn more about secondary requirements, click here.
• To learn more about editing a form, click here.