The policy dashboard tracks the overall progress of all customer policies in terms of approval, distribution tracking, and program compliance. This dashboard illustrates policy compliance and/or provides evidence to support audits.
The dashboard includes the following data points.
- Policy Compliance Score - All Policies
- Total customer policies
- Total customer approved policies
- Number of signed policies
- Number of outstanding policies
- Policy Breakdown - e-signature open/completion breakdown for each policy type.
- Policy Compliance - Tracker to show progress or validate compliance for each policy.
