How to validate a document on the platform

Who can validate a document?

Depending on the document's configuration, Validators, Subsidiary admins, Technical admins, and IZI admins can validate documents.

How is it done?

Step 1: Access the platform

Begin by logging into your account on the IZI Safety account.

Step 2: Navigate to the document Listing

Once logged in, go to the "Documents" section, located in the platform's navigation menu.

From there, select the "To validate" tab.

Step 3: Locate the account whose documents need to be validated.

In the “To validate” section, locate the account you are looking for. You can use the "Filter" option if necessary.
Click on your account name to display the list of documents you want to validate.

Step 4: Initiate the validation

In the document details, on the right, you will notice a blue button.

Click on the blue button "Validate" to initiate the validation.

Scenario 1: If the document is compliant, please insert the issue and the expiry date (if applicable).

Scenario 2: If the document is not compliant, click "Non-compliant" and state the reason in the comment box.

Step 5: Preview and confirm the validation

Please review the dates and comments for compliance. Click "validate" if correct. The document is approved or rejected based on the scenario.