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The dynamic Compliance Table represents the requirements you configure to align with your needs. Therefore, you get high visibility into providers who comply with your rules and who do not.


While reviewing providers’ compliance, you will see the indicators showing whether a provider meets a certain requirement.

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titleExpand the section to view the table signs and their meanings.


General Table SignsMeaning

The Cross icon 

The icon shows that a provider does not meet the requirement in the table.

The Check Mark icon 

The icon shows that a provider satisfies the requirement in the table.

The Do Not Dispatch icon 

The icon shows that a certain provider is in the Do Not Dispatch list.


Hover over the icon to see the date since which a provider has been flagged as Do Not Dispatch, the last communication date, and the reason for it.

Percentage of compliance 

The percentage of compliance shows how close your provider is to full compliance.

If the provider is:

  • 100% compliant, you will see the % in green.
  • > 50% compliant, you will see the % in the usual text color.
< 50% compliant, you will see the % in red.

Labels 

The Labels are displayed:

  • As the label name and cross icon. 

  • As a hyperlink label if there are more labels than one applied to the provider.
    Hover over the hyperlink label to view all labels.

    Note

    Should you need to remove the label, click the Cross icon  next to the label name.


Insurance Requirements Values

Displays values based on the status of the provider’s insurance document. 


Read more about Managing Insurance Certificates in Compliance Overview.

Provider Review Statuses 

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The status indicating the upcoming date of provider review or the need to conduct the provider review. 



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Configuring the Columns of the Compliance Table

You can control what columns should display in the Compliance Table by clicking the Column Selector underneath the Actions button.

Picture showing the column selector


All available columns are displayed in the Configure Columns popover in one of the following sections:

Requirement NameDescription
General Requirements

General Requirements are set by default and display a range of fundamental requirements you may need in the table. Such as:

  • Compliance %
  • Do Not Dispatch
  • Do Not Dispatch Date
  • Insurance Summary
  • Labels
  • Last Communication Date
Basic Requirements

Basic Requirements represent the requirements that you need to manage your service providers. These requirements are suggested by ServiceChannel:

  • Banking
  • Client Contracts
  • Client Rates
  • Dispatch Preferences
  • Tax ID
  • Trade Licenses 
  • Trades
Insurance Requirements

Insurance Requirements display the insurance types you can request from your provider:

  • Automobile Liability
  • Commercial General Liability
  • Umbrella Liability / Excess Liability
  • Workers Compensation And Employers' Liability
Custom RequirementsServiceChannel provides you with the possibility to add your own requirements to providers. Custom Requirements will contain the requirements set by you.


Picture showing the configure columns window


Note

Custom requirements are displayed only if CM Monitoring is selected for the custom requirement in the Requirements tab of Compliance Manager.

Picture showing how to turn on the SM Monitoring

Read more about Custom Requirements in Compliance Manager.


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title⦿ How to Configure the Columns of the Compliance Table
  1. Go to ServiceChannel.com  > Hamburger Menu > Compliance Manager. The Compliance Overview page appears.
  2. Under the Actions button, click the Column Selector. When you navigate to the Compliance Table for the first time, the following columns are selected by default:
    • Labels
    • Compliance %
    • Insurance Summary
    • Do Not Dispatch
    • All columns under “Basic Requirements”
    • All columns under “Custom Requirements”
  3. Select the necessary Checkboxes next to the requirements you need to add to the Compliance Table:
    • General Requirements
    • Basic Requirements
    • Insurance Requirements
    • Custom Requirements
  4. Click Display. The Compliance Table will show you the columns consisting of the selected requirements. 

Picture showing the configure columns window

Info

If more columns are selected to display in the table than can be displayed in the screen width, scroll the table to the right side to view the rest of the columns.

Video showing how to scroll the requirements



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Managing the Compliance Table View

The Compliance Table is dynamic, which means that you can configure its view the way you need. 

Here is the list of available table views:

  1. Column Reordering. You can click, hold & drag column headers to reorder columns.

    Video showing column reordering

    Note

    The provider name cannot be reordered so that it stays visible in the table even when side-scrolling.


  2. Providers Sorting. You can sort the Providers’ List by any column (except Labels) by clicking the column header.

    Video showing how to sort providers
  3. Pagination:
    1. You can choose to view 20, 40, or 60 results per page (the default is 20) on the bottom left of the table.
    2. You can navigate the pages using the page selector on the bottom center of the table.
    3. The number of results that you are viewing on the current page is shown on the bottom right of the table, along with the total number of results returned based on the combination of applied filters.

      Picture showing the pagination of the compliance table

The next article is Taking Action on Providers in Compliance Overview.

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