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Client Screening Dashboard

Manage screening from one controlled workspace.

Initiate requests, follow progress, review exceptions and access completed screening outputs without moving cases across disconnected channels.

Request Dashboard Access Discuss Screening Requirements
SCREENING WORKSPACEControlled access
CLIENT WORKFLOWNILINDE VERIFICATIONSTRUCTURED RESULT
01Request initiatedSubject and checks recordedReceived
02Screening progressCase status visibleTracking
03Exception reviewFollow-up routed where requiredReview
04Completed outputReport available to authorised usersReady
Controlled access · Scoped checks · Traceable responses
01BEST FORHR, compliance, operations, procurement and risk teams.
02USE WHENMultiple users need a consistent route for initiating and reviewing screening.
03ACCESS THROUGHAn agreed workspace configuration and authorised client users.
Workspace capabilities

Keep requests, statuses and outputs together.

The dashboard is configured around the client’s users, permitted checks, screening process and reporting needs.

Access is use-case specific.Workspace access, user roles, checks and report visibility are agreed during setup. Features depend on the client configuration and services enabled.
Request initiationStart screening using the configured subject and check fields.
Check selectionUse the services enabled for the client and use case.
Case trackingFollow requests using clear references and statuses.
Progress visibilitySee where a request sits in the screening process.
Report accessAccess completed outputs through the controlled workspace.
Exception reviewIdentify requests requiring information or human follow-up.
Team oversightSupport role-based access and review where configured.
Workspace setup

Move from screening need to an active client workspace.

Setup starts with the team, checks, volumes, roles and review process that the workspace must support.

  1. 01
    Confirm usersIdentify the teams, responsibilities and screening purpose.
  2. 02
    Configure checksAgree the services, fields and request routes required.
  3. 03
    Set accessDefine authorised users and applicable roles.
  4. 04
    Validate processTest request, status, exception and report handling.
  5. 05
    Activate workspaceEnable the agreed configuration for live screening.
Workspace controls

Keep screening organised and traceable.

The workspace supports controlled access, consistent request handling and clear visibility of each screening case.

Role-based accessUsers see the functions and outputs assigned to their role.
Scoped servicesOnly agreed screening services are available to the client.
Request referencesEach case is assigned a traceable identifier.
Status trackingDefined statuses show the current position of each request.
Controlled outputsCompleted reports are available through the agreed access route.
Escalation handlingExceptions can be routed for information or professional review.

The dashboard supports controlled case management. The client remains responsible for authorised use, user access, screening decisions and internal retention requirements.

Request a workspace

Give your team one route for screening work.

Tell us the users, screening types, expected volumes, review roles and reports your team needs to manage.

Request Dashboard Access
RELATED DELIVERY OPTIONSBulk & Ongoing ScreeningScreen volumes and manage repeat checks.Custom Verification WorkflowsConfigure checks, review and escalation.