You can view recent decisions and the entire history of all checks made within your company. To learn how to view decision history in Check & Decide, please view this interactive demonstration.
You can also access the Decision History in Check & Decide by following the below steps:
- Log into the Creditsafe Platform
- Navigate to Check & Decide
- Click on the Decision History option within the side tab
- The Check & Decide – Decision History displays information about all the decisions that have been made. You will be able to see the key details, such as:
- Date = When the original decision was requested.
- Decision Modified Date = Date on which either a note was added, or a manual decision was taken or both
- The "Decision Modified Date" column displays a hyphen ('-') before any referred decision is updated or modified.
- For any other decision outcomes apart from "Refer", the "Decision Modified Date" column must always display a hyphen ('-').
- A date would be reflected in the "Decision Modified Date" column when a referred decision is updated or modified, a note is added on a referred decision or both.
- User = The name of the user who ran the decision.
- Company ID = The company ID the decision was made against.
- Company Name = The company name the decision was made against.
- Model = The name of the model
- Decision = The decision outcome
- You can use the filters in the search boxes to refine your search, and use the arrows in the results columns to sort your results
- Click on the down chevron to open the decision result
- You can re-run the decision or view the decision report here
- For referred decisions you will see the edit pencil, if this is fark grey you can approve/reject the decision and add decision notes. If this pencil is light grey you can only view the decision results
- To hide the decide results, click the up chevron in the open decision
- The list of decision results can be exported to excel for a full summary