Using Quick Filters on the Onboardings Tab

Accessing the Onboardings Tab

• Navigate to the Onboardings tab in the eftsure portal.

Using Quick Filter Buttons

You can use the following buttons to filter onboardings by specific statuses:

1. My Queue

• Description: This button filters the onboardings to only show those that have either been actioned by you or are awaiting your approval (if you are assigned as an approver).
• Use Case: Use this filter when you want to focus on onboardings directly related to your responsibilities.

2. Unsuccessful

• Description: This button filters onboardings that did not complete successfully. This includes:
  • Expired onboardings
  • Cancelled onboardings
  • Onboardings with undelivered emails
  • Rejected onboardings
• Use Case: Use this filter to identify and manage any failed or rejected onboardings that may need to be addressed.

3. Pending

• Description: This button filters onboardings that are still in progress and haven’t been completed yet.
• Use Case: Use this filter to view all ongoing onboardings that are awaiting the entity's submission. Onboarding pending internal pre-approvals will also be located under this filter. 

4. Review

• Description: This button filters the onboardings currently under review.
• Use Case: Use this filter to monitor onboardings that are in the review stage and may require approval or further evaluation.

5. Completed

• Description: This button filters the onboardings that have been fully completed and approved.
• Use Case: Use this filter to review or access records of onboardings that have been finalized.