How do I get an overview of my pending actions?

Too much to do? Staying on top of everything has never been easier!

Our “Pending Actions” view lets you track everything you need to do, with due dates and direct links to complete all related steps as well as save all relevant files – all in a matter of minutes.

How can I get an overview of my pending actions?
1. From the dashboard, click on the “Your Pending Actions” tab as shown below, to get a list of controls assigned to you.


2. Click on the control title to complete the task and save documents.

How can I filter my list?

The filter function shown in the picture above, helps you narrow down your list based on various factors such as:

Action                 By action to be performed based on if you are direct responsible or are a reviewer

Control               Control Title

Program             Control Program

Group                  Where controls are assigned to a group

Claimed by        Where controls are assigned to a group and are claimed by a claimant

Due                      Time left to complete the control

Clicking on any of the table heads sorts the data in an ascending or descending order alternatively.

To filter, simply start typing data into the search bar.

Note! "Group" and "Claimed by" will only appear when the control is assigned to a group.