Participants

The Participants tab provides details on the Participants and associated Tasks included in the Transaction. This includes information such as Participant ID, Transaction ID, Full Name, Email Address, Certification Type, Access Order, Role, Workflow Actions, Task ID, Type, Status, and more. 

In this section, you will see the status of the Participant(s) and their linked Task(s). Clicking on the Participant ID will automatically take you to the section of the report regarding that specific Participant. If the status is Pending, you will see an option to Edit the Participant and Resend the Participant Notice if the email of the Participant was provided. When editing the Participant, you can add or update an email address to give you the ability to Resend the Participant Notice for the Participant to complete their Tasks. 

At the top of the page, you will see options to Go to to the Status Search Page, Download the Evidence Package, Refresh the Transaction Data, and print the page.

There is also an option to Void, Unvoid, and Cancel the Transaction depending on the status of the Transaction. 

Watch the tutorial below on how to find and what is included in Transaction Details.

To open the video in a new tab, click on this link: Transaction Details Video