How Onboard Status Master Functions work
Access: Partner SIDE
ROLe: Partner - Admin
INSURANCE & Endorsements: Mass clear the entire requirements to accepted
EMR : Clear EMR
MSA : Clear Signature
NDA : Clear Signature
When using the DocuSign function, it’s an all-or-nothing process. You can’t stop partway through and switch to the manual method, as that will break the DocuSign workflow. You must either complete the process fully in DocuSign or update the workflow entirely to manual.
How Manual Push Through Functions work
Access: Partner SIDE
ROLe: Partner - Admin
Who Can Use This Feature
Access is limited to: Partner Main (e.g., Brittan) and Partner Admins only.
This override allows you to manually set values from the front-end.
Note: This is not the same as a Manual Review or Variance request.
Certificate of Insurance (COI)
Enter the following values:
Verified Limit
Effective Date
Expiration Date
Use the dropdown to set the status to Accepted.
Once saved, the system updates both the Scorecard and the Onboarding status.
Endorsements
Use the dropdown to set the endorsement to Accepted.
Updates automatically apply to both the Scorecard and Onboarding.
EMR (Experience Modifier Rate)
Enter the following values:
Rate
Effective Date
Expiration Date
Use the dropdown to set the status to Verified.
Updates flow into both the Scorecard and Onboarding system.
OSHA 300
Enter all required values into the form.
Once submitted, updates apply to both the Scorecard and Onboarding.
Policies & Procedures
Bulk Status Update:
At the top of the page, you can mark all items as Verified at once.
Per Program Update:
You can verify each program individually at the program level.
Per Question Update:
At the question level, you can set answers to Verified/Yes, Yes, or No.
All updates apply directly to both the Scorecard and Onboarding status.