Professional Clearance (Sole Trader)

This template is designed to streamline the process used to complete professional clearance for sole traders.

The work goes through the following stages:

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

The role involved in completing the work is the Onboarding Specialist, and the work stages and roles are both customisable.

The template includes best practice automation to ensure the following are 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.