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Once you have configured the filters and the Compliance Table view, you may decide to take action on one or several providers.
Here is the list of available actions:
- Export. Downloads the compliance information about the selected provider(s) as an Excel file.
- Email. Allows you to email the selected provider(s).
- Apply Labels. Applies labels to the selected provider(s) in the table. If you have not found the label you need, click Manage All Labels to add new labels, delete, and edit the old ones.
- Mark as Do Not Dispatch. Flags the selected provider(s) as Do Not Dispatch.
- Remove Do Not Dispatch. Unflags selected provider(s) as Do Not Dispatch.
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The next article is Managing Insurance Certificates in Compliance Overview.
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