Adding Notes to an Individuals Profile

Notes

Notes can be added to an individual's profile either manually or they will automatically be added when someone has passed/failed a check. Notes are a good way to keep a record of information, that you can look back on within the portal and also on the PDF.

An example of notes added both manually and by updating a status of a check can be seen below in the portal.

An example of notes added both manually and as part of failing a check can be seen below  on the PDF:

To add notes manually, go into the Quick Actions Menu which you can find in the top right hand corner of an individuals profile and click the 'Add note' tile.

You will then be asked to fill in the following information:

• Title of the note
• Type of note e.g. comment, observation and advisory.
• The note itself

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

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