User Journey

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The Users Journey menu offers insight into user compliance activities and personnel documentation. It enables compliance monitoring, document management, and user status tracking throughout the user lifecycle.

Sending a Compliance Reminder

Use these steps to send a compliance reminder to a user.

  1. Open the Users Journey page.
  2. Select the Compliance Reminder option on the relevant user row.
  3. Select Send Reminder to confirm.
Note: Compliance reminders notify users to complete required actions.

Updating User Status

Follow these steps to update a user's status.

  1. Open the Users Journey page.
  2. Select the employee status option on the relevant user row.
  3. Select the desired employee status.
Note: Updating status impacts the user compliance lifecycle.

Filtering Users

Follow these steps to filter users by available criteria.

  1. Open the Users Journey page.
  2. Select values in the All Filters section.
  3. Review the list of users that match the selected criteria.

Searching Users

Use these steps to search for a specific user.

  1. Open the Users Journey page.
  2. Select the Search User field.
  3. Enter a name or keyword.
  4. Review the list of matching users.

Uploading Background Check Documents

Follow these steps to upload a background check document for a user.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Background Check section.
  5. Select Upload.
  6. Choose a file from local storage.
  7. Select Upload Selected File.

Uploading Security Training Documents

Follow these steps to upload a security training document for a user.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Security Training section.
  5. Select Upload.
  6. Choose a file from local storage.
  7. Select Upload Selected File.

Uploading Screen Lock Documents

Follow these steps to upload a screen lock compliance document for a user.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Screen Lock section.
  5. Select Upload.
  6. Choose a file from local storage.
  7. Select Upload Selected File.

Deleting Background Check Documents

Follow these steps to delete a background check document.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Background Check section.
  5. Select Delete on the relevant document row.

Deleting Security Training Documents

Follow these steps to delete a security training document.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Security Training section.
  5. Select Delete on the relevant document row.

Deleting Screen Lock Documents

Follow these steps to delete a screen lock document.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review the Personnel Detail modal.
  4. Open the Screen Lock section.
  5. Select Delete on the relevant document row.

Viewing Device Compliance Details

Follow these steps to view a user's device compliance information.

  1. Open the Users Journey page.
  2. Select the relevant user row.
  3. Review device compliance information in the Personnel Detail modal.