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Resend Expired Due Diligence form to be updated

Created by Chris Rowe, Modified on Thu, 5 Nov at 5:03 PM by Chris Rowe

This tutorial explains how to unlock an expired Due Diligence form and send it to the Employer again for updates.

Go to login.navigate.uk.com

1. Quick Links Menu

Once logged in, click Quick Links to search for the Employer.

Quick Links Menu

2. Search and Select Employer

To find an employer, click on the search field and enter the name. Select the employer to access the Employer Record.

Search and Select Employer

3. Unlock Due Diligence form

Two weeks before either the compliance or health and safety expiry date, the option to unlock and edit the form becomes available. Click Unlock & Edit Due Diligence before sending the form to the employer to update.

Unlock Due Diligence form

4. Edit Due Diligence form

If needed, add any college-specific information to the form before sending it to the employer.

Edit Due Diligence form

5. Save edited form

Click the Save button to preserve any changes made to the form. DO NOT click Submit, as this will lock the form and prevent the employer from editing further.

Save edited form

6. Send Due Diligence

Click Send Due Diligence to begin sending the form to the employer.

Send Due Diligence

7. Select Contact

Select the contact who should receive the Due Diligence form for completion.

Select Contact

8. Confirm Contact Selection

Click the OK button to confirm the selected contact for receiving the form.

Confirm Contact Selection

9. Due Diligence form sent

The Audit Trail records that the form was unlocked and the request email was sent.

Due Diligence form sent

10. View Due Diligence

Once the employer has completed and submitted the form, open the Audit Trail and click Employer Due Diligence to view it.

View Due Diligence

11. Update Compliance

To update the compliance based on the information provided in the submitted form, click on the Employer Details tab.

Update Compliance

12. Select compliance - Yes

Click Yes to add the new compliance and health and safety dates.

Select compliance - Yes

13. Add the dates

Add the compliance and health and safety approval and expiry dates. The earliest date to elapse will render the employer non-compliant.

Add the dates

14. Update Employer Record

Click Update to save the changes to the employer's compliance information.

Update Employer Record