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:
Option 1
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. 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.
Option 2
On the Home page, use the Module drop-down menu and select the relevant Module.
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.