Electronic ID checks widget

This widget is shown on the home page dashboard and shows any clients whose ID checks are due to expire. You can filter the list to view those due to expire within the next 7, 14, 28 and 90 days, or within the year.

You can select a client and run an individual ID check from the AML tab, or you can run a bulk ID check for all clients that are due to expire by selecting View all.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.