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
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
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.
- 01Confirm usersIdentify teams, responsibilities and screening purpose
- 02Configure checksAgree the services, fields and request routes required
- 03Set accessDefine authorised users and applicable roles.
- 04Validate processTest request, status, exception and report handling
- 05Activate 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
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