Pipeline: Save Draft → Index Passages (mark what satisfies each requirement point) → Submit for Review → approved as the directive of record.

The agency and assigned assessor will receive a notification with your comments. The directive status will be set to rejected pending revision.

Teams have one Team Leader and up to two Assessors (three is the standard for full accreditation). When no availability responses exist, the full roster is offered, marked “availability unconfirmed.” Assessors with an active COI disqualification for this agency are always excluded.

Enter the 6-digit code from your authenticator app.

1. Scan this QR code with your authenticator app (Google Authenticator, Authy, 1Password…).

Can't scan? Enter this secret manually:

2. Enter the 6-digit code your app shows now:

Employment

Password

🔑 Set Temp Password ✉ Email Reset Link

Paste CSV data. First row must be a header including full_name and email; optional columns: title, employer, position, phone, role (body / assessor / agency; default assessor), and agency (exact agency name, required for agency-role rows). Each row creates a real assessor login with a temporary password (shown in the results, downloadable as CSV to distribute).

⚖ Delegated reviews feed the shared compliance record. The final recommendation and digital sign-off remain exclusively with the Team Leader.

Agency users below have no agency attached, which leaves their portal empty. Type the agency name (suggestions appear as you type), then click Link. No database work needed.