How do I view the status of an assigned requirement?

Tracking compliance progress is essential for maintaining oversight of your workforce requirements. This guide shows you how to monitor the status and progress of requirements assigned to your people, ensuring you have complete visibility over your people's compliance journey.


What You'll Need:

  • An Administrator account with appropriate access permissions (Read-only, Member, or Admin roles) or a custom access role with "View requirements" and "View Insights" permissions enabled
  • Requirements previously assigned to people or segments

Time Required: 2-3 minutes

Method 1: Requirements Management Page



Step 1: Locate the Requirement of Interest

  • Navigate to Requirements → Manage Requirements in your main menu.
  • Find the requirement by using the search bar or organise the list by selecting a column header (e.g. select Status to organise the list by the 3 status types)
  • Review the Overall Status:
    • Only displays "Complete" when every assigned worker has finished the requirement.

Step 2: Review the Requirement Details

  • Click on the requirement row
  • Review within the Requirement Details the status of all people assigned the requirement
    • Not Started: Worker hasn't begun the requirement (requires follow-up)
    • In Progress: Worker is actively working on the requirement
    • Overdue: Requirement deadline has passed without completion (urgent attention needed)
    • Org Review: Requirement response has been returned and is awaiting Admin review under My Actions
    • Pending Review: Requirement completed but awaiting internal or external verification
    • Deferred: Worker or Candidate has requested deadline extension (requires approval)
    • Exempted: Worker or Candidate has been excluded from this compliance requirement (requires approval)
    • Completed: Worker or Candidate has successfully finished all requirements

Method 2: Viewing Status from the Dashboard

Your Dashboard provides swift access to all pinned requirements, making it simple to monitor progress at a glance. If you selected Pin to Dashboard when assigning the requirement, it will be listed on your dashboard.


Step 1: Locate the Requirement

  • Click on Dashboard in the main navigation
  • Navigate to the Pinned Requirements section on your Home page. All requirements are displayed as tiles by default.

Step 2: Access Manage Requirements

  • Find the requirement tile you want to review
  • Click the Actions button
  • Select Manage Requirement from the dropdown menu

Step 3: Review the Requirement Details

  • See the status of the requirement from the Requirement Details popup.
  • Click on a listed worker to see their results (if the requirement has been completed).

Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com