When you manage searches as an administrator, you are able to add notes to a search at any time. You can create notes that only administrators can see, or notes that are visible to clients, researchers and applicants as well. All notes are recorded with a time stamp on the admin's search level view.

To create a note, pull up the search level view and click on "create note"

Admin Notes- Create and track notes to view in the admin portion of the system only; these notes can be emailed to a client manager if assigned, and added to an invoice if needed

Client Notes- You can choose the send to client option; this will email a copy of the note to the client's email; if you choose not to use the email function, this search will appear in the client's "Needs Attention" section in the HR Portal; the selection is defaulted to send from the current admin user’s email; choosing customer service will populate from the system profile's customer service email; you can additionally choose to email from the client manager email; in this section you can also email client managers or insert the note into the final report

Researcher Notes- These notes will appear on the researcher's view of the search along with the admin view; additionally you may choose to email the note to the researcher's email on file

Applicant Notes- If an applicant provides an email with their profile, you may choose to reach directly out to the applicant in the form of a note; you will also have the options to send from your admin email, customer service email, or client manager email.

You can also create a client note that shows up on the final report itself, in case you want to add information that should be a permanent part of the report or that should be reportable to the applicant.

1. Bring up the search using the Report Finder or a Pending by Days/Zones report

2. From the search level, click on Create Note

3. On the note creation page, type in the note you wish as a Client Note, and check off the option to Add this note below the search/result information on the final report. (You can check the other options if they are appropriate, and the note will still be added to the final report.)

4. Save the note by clicking Save Notes below

5. You can validate that the note was added by clicking view report from the upper right of the search snapshot. Even if the search is still pending, the note will appear at the bottom of the section for that search

As an administrator, you can create notes while managing a search that appear on the invoice that you can generate for a client. This way, you can add explanations or clarifications of particular items so clients see them as they review their invoice. These notes are tied to specific searches and appear when viewing or printing the detailed invoice for a client.