Enhance your remediations with notes for screening results
We're pleased to announce a valuable addition to your compliance toolkit: the ability to add notes directly to screening results. Starting July 1, 2024, this new feature will streamline your investigations and foster team collaboration.
Key features:
- Adding notes.
- Viewing all notes previously added to a screening result.
Key benefits:
- Contextual documentation: Record your insights, observations, and actions directly on the relevant screening result for easy reference.
- Enhanced collaboration: Share your notes with colleagues, enabling seamless communication and knowledge transfer.
- Streamlined remediations: Gain a holistic view of the customer's risk profile by accessing notes from related cases.
Learn more:
Please refer to this article for a more detailed explanation about making notes on a screening result.
Release details:
Live date: July 1, 2024.
This feature will be automatically available to all users.
Should you have any questions, our support team is ready to assist you at support@complyadvantage.com