Your inviting companies can assign Actions to your company profile on IntegrityNext. You can view the action details, communicate with the assigning company, and exchange relevant documents directly through your profile.
Where can I find an action assigned to me?
Actions are only available in the company profile to which they were assigned. If you received an invitation to complete an action but cannot find it after logging in, you may be logged in to a different company profile. Make sure you log in to the profile to which the invitation was sent.
How do I access my assigned actions?
In the navigation menu on the left side of the platform, click Actions.
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All actions assigned to your company profile are listed in the Actions Matrix.
Click the Action Title of the action you want to access.
An overview of the selected action will open. Click View to access the full action details.
Note: The Actions menu is only visible if at least one action has been assigned to your company profile.
How do I respond to an action?
You can respond to the assigning company by adding a comment in the Collaboration section. You can add comments, ask questions, provide additional information, and share documents related to the action.
The assigning company may also attach documents that you need to review, complete, or sign. Any documents provided can be found under Additional Documents at the bottom of the action overview. From there, you can download the relevant files and review the instructions provided in the action.
If the action requires you to return a completed or signed document:
Download the relevant file from Additional Documents.
Review and complete or sign the document as required.
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Go to the Collaboration section, add a comment, and attach the completed document to share it with the assigning company.
Can I change the status of an action?
Currently, the status of an action can only be changed by the company that assigned the action. Once you have completed the requested action or provided the required information or documents, the assigning company can review your response and update the status accordingly.