How to Navigate the Dashboard and Navigation Panel

This guide introduces the Senior Compliance Dashboard and Navigation Panel, explaining the key areas used to manage compliance activities, monitor outstanding work, and access common features.

Thomas Gardner
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33 seconds

About Page

Silocompliancecloud

After signing in, the Senior Compliance Dashboard is displayed. This provides an overview of outstanding compliance activities.

Dashboard Overview

The **Unworked Screening Hits** table lists profiles with outstanding screening matches.

The **Periodic Review Outstanding** table shows overdue periodic reviews.

The **Active Profiles with Expiring Documents** table displays documents approaching expiry.

The **Pending Profiles** table lists onboarding profiles currently in progress.

The **Awaiting Approval** table shows profiles awaiting approval.

Navigation Panel

The **Profiles** menu provides access to: • **Initial Screening** • **New Onboarding** • **Search Profiles**

The **Reports** menu provides access to SILO's reporting categories, allowing you to review compliance information across your client population.

Help and Support

The **SILO Sage** chat widget provides instant support. If additional assistance is required, a member of the **SILO Support Team** will join the conversation.