Results in customer screening cases often require thorough review as part of the remediation process. To streamline this process and enhance communication, you can add notes directly to individual screening results. These notes are visible to all users reviewing the result, providing crucial context and facilitating seamless collaboration.

Key point:

Notes added to a screening result differ from case notes. Screening result notes are specifically tied to the individual result and are only visible within that context.

Viewing notes for a screening result

1. Navigate to the screening result you wish to review.
2. Click on this icon located next to the result's status. A number beside the icon indicates the note count.
3. A pane titled "Profile notes" will appear on the right, displaying all notes for that result, along with author and timestamp information.

Adding notes for a screening result

1. Access the desired screening result.
2. Click on this icon next to the status of the screening result.
3. A pane titled "Profile notes" will appear on the right. The pane shows all notes added for that screening result.
4. Enter your note in the text box at the bottom of the pane (1,000 character limit).
5. Click the "Add Profile Note" button to save your entry.