Overview
In the Accounts section of SafeBase, the Review column of the Accounts table displays the current review status. The review status can also be found on the account details page by selecting the account name.
All statuses can be manually updated by an Account Manager or Admin.
The following statuses are available:
Not Started
In Progress
Completed
Inactive
Other
Manually update an Account's Status
Click the pencil (edit) icon.
Navigate to the Review Status, select the dropdown and choose a new status.
Click Save to apply changes.
Status Definitions
Not Started
Definition
The Account hasn't taken any action in the Trust Center (no item has been reviewed and no questionnaire has been submitted).
Trigger
Any new account has the Not Started status by default.
In Progress
Definition
The security review is in progress.
Trigger
Manually edit the status
The review status is automatically moved to In Progress when a new account:
Clicks at least one card/item
Submits a questionnaire (applicable if the Trust Center has questionnaire submission enabled)
Completed
Definition
The security review is complete.
Trigger
Manually edit the status
Account members will receive an email 7 days after their first login to the Trust Center*. The email asks if they have completed the security review. When an account member clicks "Yes, I've Completed the review", the Account's Review Status will automatically be updated to Completed.
*Account members whose Account Status is already set to Completed will not receive this email.
Inactive
Definition
The deal didn’t proceed or is on hold. The company has stopped the security review.
Trigger
Manually edit the status.
Other
Definition
This is a catch-all for all the other cases. It can happen when accounts decide not to purchase (thus, the deal is no longer relevant)**. Or, they may choose another vendor and no longer need to review the organization.
Trigger
Manually edit the status.
**It is recommended to mark the Review Status as Completed once the security review is completed, regardless of the deal status.