Any information logged in the Risk & Compliance System is saved as a Record. Once logged, you may need to find and access these Records in order to edit or add information on the Record.
Any user of the system can access the records they have created, however only those with Supervisor access to a module can access records created by other users.
There are multiple ways to search for a Record.
If the Riliance Reference, or Client Matter Reference is known, a search can be completed from the System Home Page.
Navigate to the Magnifying Glass Icon to open a search bar, into which the reference can be entered.
Press Enter, and the below screen appears. Set the Date Range for the search, and if known, the Module that the Record is located in. Click Search.
The results of the search will now be shown, containing the records that matched the search criteria. To enter a record, click View.
Navigate to the Module via the Modules drop-down on the System Home Page.
To access further filters, click Additional Filters.
To apply any additional filters, click Apply Filters.
If the reference is known, this can be entered into the search bar. Click Search to bring back the results. The Results will appear below the Additional Filters Section. To enter the Record, click View.
Should you have any questions or need any support please contact the team at email@example.com or telephone 01829 731 200.