How can I add my own notes to a candidate's Final Report?

Modified on Fri, 5 Jan at 11:28 AM

[CF]

SUMMARY:

This article explains how clients can add notes to a candidate’s final report. Verifile has created a new method of entry for clients.

REQUIREMENTS:

Access to the Verifile Client Portal.

PROCESS & INFORMATION:

What is this method?	We’ve given our clients the ability to add their own notes to interim and final reports.
Why have we made the change?	Clients often need to share final reports with other parties e.g., for compliance reasons. They may want to add notes to the final report following conversations they have with candidates about issues found by us.
When does this change take place?	January 2024.
What’s changing?	A new “Final Report Notes” box on the order page. Clients can save their notes and access an updated Final Report.

Steps

Once you have received an email notification to advise you that the final report is ready, you should log in to the Verifile Client Portal and collect the report.

Click Review Orders on the top toolbar.

You will see your most recent orders displayed or you can use the search facility to find your order.

Click on the Order number.
Locate the Candidate's VF Number and select it.
Scroll to the bottom of the order page and input your notes of choice into the Final Report Notes field.
Return to the top of the page and select Save.