For agencies🏢 Agency Management

Request documents and track compliance

Request documents from interpreters, define required document types, and see every interpreter's compliance at a glance.

The Compliance tab in Operations is your hub for interpreter paperwork — request specific documents, define what's required of everyone (or by exception), publish policies to read & acknowledge, and see who's missing or expiring.

Step by step

  1. 1Go to Agency, open Operations, and select the Compliance tab (needs People access).
  2. 2On the Dashboard sub-tab, each interpreter shows "Compliant" or a count of gaps; tick "Only show gaps" to focus. Expand a row to see each requirement's status: Missing, Pending review, Current, Expiring, or Expired.
  3. 3To ask for a file, click "Request" on a missing item (or request ad-hoc from the interpreter's detail panel on the Interpreters tab). When they submit, click "Accept" or "Reject."
  4. 4On the Requirements sub-tab, click Add to define a required document type — name, category, whether it expires, and "Required of all interpreters" vs by exception.
  5. 5On the Library sub-tab, upload a handbook, policy, or blank form. Choose "Read & Acknowledge (policy)" to push it for everyone to acknowledge, or "Template / download" for a blank form, then "Add & push to all."

Tips

  • Use "Waive" on the dashboard to excuse a requirement for an interpreter who legitimately doesn't need it.
  • Replacing a library policy asks whether everyone must RE-ACKNOWLEDGE the new version (OK) or it's a minor update that keeps existing acknowledgments (Cancel).
  • All document tools sit under the People permission area, so only team members with People access see them.
  • Documents are PHI-free — keep patient information out of them.

Related articles

Still need help?

If this article didn't solve it, submit a ticket and the OneTerp team will follow up.

Submit a ticket
← Back to Help Center