The group verification

The official documents the SchoolOS team reviews before the group's site opens to visitors, and where each stands.

What it is for

Each document proves one of the group's official details. The SchoolOS team reviews them one by one, and the site does not open to visitors until every one asked for is approved. The dashboard and the trial work meanwhile.

Who uses it

The page opens for whoever holds “View verification documents”, to look only, or “Send verification documents”, to work in it. In the built-in roles: Owner, Manager. They are granted to any role under Settings → Roles and permissions.

Step by step

1. Open the page to see the documents asked for and where each stands.
2. Choose the document's file, type its number and expiry where they are asked for, and send it for review.
3. Wait for the approval, or the reason it was sent back, on the page and in the owner's mail.
4. If it is sent back, fix what the reason names and send a new version.
5. Before a document expires, send its renewal.

How it works

Which documents are asked for depends on the group's country and billing details: a VAT number typed means its certificate is asked for. Every submission is a new version; the one approved before stays in force until the new one is approved, so the site never stops during a review, and if the new one is sent back the approved one stands. The owner is warned 30 and 7 days before a document expires; after the expiry the site stays open for 14 days, then closes unless a renewal was sent. If the billing details an approved document proves are changed, the new document is asked for on the same terms. If a new document is asked for while the group's site is open (a VAT number typed, say), the site stays open 14 days from the day it was asked, and after them while the document is in review; the owner is mailed when it is asked and reminded 7 days before the grace ends, and the site closes only if nothing was sent. The files are private, on no public address: only the group's team and the reviewers open them, and they are destroyed with the group's account. Every submission and withdrawal is written to the action log by the document's kind and version, never its number or its file.

On the page

• The documents asked for, and where each stands: not sent, in review, approved, or sent back with its reason.
• Send the document for review once its file and what it asks for are in.

Questions

When does the site open?

When every document asked for is approved and the other publishing steps are done.

We changed our VAT number. Does the site close?

No: the approved document stays in force for 14 days. Send the new certificate meanwhile.

A new document is asked for and our site is open. Does it close?

No: it stays open 14 days from the day the document was asked, and the date is under the document. Send it before then; while it is in review the site stays open.

Who sees the files?

The group's team members given this page, and the reviewers. They never show on the site or on a public address.