How do I action a requirement awaiting Organisation Review?

Some requirements need your organisation to review and verify a response submitted by your people before the requirement can be marked as complete. This guide walks you through how to locate, evaluate, and action these requests promptly, keeping your compliance programme moving and your people's statuses up to date.

⚠️ Important: Until you action a response sitting at Org Review, the requirement status will not progress to Completed. This means the worker or candidate will not be marked Compliant for that requirement until you submit your decision.

What You'll Need:

Administrator access to your Kinatico Compliance account

Step-by-Step Instructions

Step 1: Locate the requirement for review

Select My Actions from the main navigation
Select Escalations and the For Review button
Find the requirement pending your review
Select the three dots on the requirement
Select Requirement Details from the dropdown menu

Step 2: Evaluate the response

In the Requirement Details popup under Results, open the files attached to review their requirement response/verification results
When a decision has been made, select the Resolve button in the bottom right corner
Under the Resolve heading, use the dropdown to select the outcome of their requirement response:
- Not Accepted: The requirement is marked as Not Accepted, making the person Non-compliant
- Accepted: The requirement is marked as Accepted and Completed
- Resend: The requirement is sent back to the worker or candidate to reattempt, with a new due date
In the Comment area, leave a comment justifying the decision (is visible to the worker)
Select Submit and Confirm to finalise the decision

💡 Pro Tip: Under Notifications in the main navigation you'll get notified if a requirement goes to Org Review.

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