How do I revise the Dashboard compliance status manually on change in due dates?
Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company you want to revise the compliance status on the dashboard.
Step 2: Click on ‘Company data’ and then click on ‘Dashboard Compliance’. Click on the Add button
Step 3: Select the Meeting Type, record Type, Meeting date, enter the revised date and comments. Click on Submit
Note: You can edit the revision made to the due dates on the dashboard compliance tab by clicking on
button or delete them using
button.
Step 4: Navigate back to the dashboard and click on (refresh) button for the revisions made to take effect.