To learn how to view and update Referred Decisions in Check & Decide, please view this interactive demonstration.
We have added a new 'Referred Decisions' sub-tab so that you can quickly and easily access the 'Referred Decisions' functionality within Check & Decide without having to navigate through multiple pages.
To access Referred Decisions, please follow the below steps:
- Log into the Creditsafe Platform and navigate to Check & Decide
- Click on Referred Decisions in the side menu
- You will now be taken to the list of Referred Decisions
- If there is a dark grey edit pencil, you can view and update the Referred Decision, you can also click the down chevron to only view the decision
- The details of the decision will now show, if you have the rights you can approve/reject and add notes to the decision
You can also access Referred Decisions from the Decision History tab:
- Here you will find all decisions, but any Referred Decisions will also be in this list
- If there is a dark grey edit pencil, you can view and update the Referred Decision, you can also click the down chevron to only view the decision
- The details of the decision will now show, if you have the rights you can approve/reject and add notes to the decision