The RAG status view provides a visual overview of current document compliance per asset.
Step 1. Open the RAG Status
If you hover over the compliance option on the main menu on the left-hand side, choose your relevant compliance table and choose RAG Status. For this example, it is our Document RAG Status.
RAG Overview
When you first access the RAG Status you will notice a grid which is colour coordinated. The assets are listed on the left-hand side of the grid and the compliance rules are on the top of the grid. Each coloured grid represents the compliance states.
- Green – Documentation is present and is within a valid date
- Amber – Documentation is present but it is out of date
- Red – No documentation has been provided
Step 2. Filtering and searching
You can filter by specific asset type, managing agents and portfolios within the RAG Status by selecting the drop-downs above the grid.
You can search for specific properties within the RAG Grid. Alternatively, you can use the navigational arrows on the bottom of the grid to move between different pages.
Compliance rules will be displayed across the top of the grid in the order that they were added to the system. Each compliance rule will also display an 'i' icon, hovering over this will allow users to see the rule description. If you have a large number of rules, press 'Ctrl+F' on your keyboard, type the rule name you are looking for and it will highlight on the grid.
Step 3. Uploading or viewing a document
To add or view a document simply click the corresponding cell within the grid. Once you have done this a window will open and you can follow the steps on the documentation help page.