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Client Screening Dashboard

Manage screening from one controlled workspace

Initiate requests, follow progress, review exceptions and access completed screening outputs without moving cases across disconnected channels

SCREENING WORKSPACEControlled access
CLIENT WORKFLOWNILINDE VERIFICATIONSTRUCTURED RESULT
01Request initiatedSubject and checks recordedReceived
02Screening progressCase status visibleTracking
03Exception reviewFollow-up routed where requiredReview
04Completed outputReport available to authorised usersReady
Controlled access · Scoped checks · Traceable responses
01BEST FORHR, compliance, operations, procurement and risk teams.
02USE WHENMultiple users need a consistent route for initiating and reviewing screening.
03ACCESS THROUGHAn agreed workspace configuration and authorised client users.
Workspace capabilities

Keep requests, statuses and outputs together.

The dashboard is configured around your users, permitted checks, screening process and reporting needs

Access is use-case specific.Workspace access, user roles, checks and report visibility are agreed during setup. Features depend on client configuration and services enabled
Request initiationStart screening using configured subject and check fields.
Check selectionUse services enabled for client and use case.
Case trackingFollow requests using clear references and statuses.
Progress visibilitySee where a request sits in a screening process.
Report accessAccess completed outputs through a controlled workspace.
Exception reviewIdentify requests requiring information or human follow-up.
Team oversightSupport role-based access and review where configured.
Workspace setup

Move from screening need to an active client workspace.

Setup starts with the team, checks, volumes, roles and review process that a workspace must support.

  1. 01
    Confirm usersIdentify teams, responsibilities and screening purpose
  2. 02
    Configure checksAgree the services, fields and request routes required
  3. 03
    Set accessDefine authorised users and applicable roles.
  4. 04
    Validate processTest request, status, exception and report handling
  5. 05
    Activate workspaceEnable agreed configuration for live screening
Workspace controls

Keep screening organised and traceable

The workspace supports controlled access, consistent request handling and clear visibility of each screening case

Role-based accessUsers see functions and outputs assigned to their role
Scoped servicesOnly agreed screening services are available to a client
Request referencesEach case is assigned a traceable identifier
Status trackingDefined statuses show current position of each request
Controlled outputsCompleted reports are available through agreed access route
Escalation handlingExceptions can be routed for information or professional review

The dashboard supports controlled case management. The client remains responsible for authorised use, user access, screening decisions and internal retention requirements

Request a workspace

Give your team one route for screening work.

Tell us the users, screening types, expected volumes, review roles and reports your team needs to manage.

Request Dashboard Access