Where a process has been saved pending approval this will be highlighted on your Portfolio Screen for you to review when necessary. 


The Portfolio Screen, which lists all of your companies, will also show whether there are any pending approvals and how many.  


So in the below image there are 2 pending approval for LATICS PLC and 1 for both COSEC NINJA LIMITED and THE PROFESSIONALS LLP.



Not only will Inform Direct indicate how many Pending approvals are outstanding, the system will also provide a traffic light system (Red, Amber Green) advising how long it has been since the oldest document requiring approval was created:

  • Green – less than 4 days old
  • Amber – 4 to 10 days old
  • Red – more than 10 days old

            

How do I complete a Pending Approval?