Professional Clearance (Individual)

This template is designed for process of completing professional clearance for individuals.

The work goes through the following stages:

• Send client requests
• Waiting for info
• Review
• File
• Completed

The roles involved in completing the work are: Onboarding Specialist.

Work stages and roles are both customisable.

The template includes best practice automation to ensure it is clear:

• Which tasks are ready to be worked on (i.e. task status)
• What the status of work is at any time (so you can get real-time work dashboards)
• Who is responsible for the work and tasks
• The priority of work and tasks

The start date for the work is the date of the signed engagement letter. The due date of the work is 14 days later. The initial work assignee is the Onboarding Specialist.