What are Flags?

A Flag is a "request for human attention".

They are neither good nor bad, they just notify you that there is something on a Case that requires attention.

It is important to remember that:

• not everything flagged will be negative
• not everything negative will be flagged

It is important to keep on top of your own data and not overly rely on this system, it is an automatic prompt - a way of organising workload & getting attention on potentially important information quickly.

Flag Views

There are three ways to view flags:

Top Bar Indicator

At the top right of the page, the following icon will show. If there are flags to review, it will be orange and show how many active flags there are.

Clicking this will open a modal showing the most recent flags in date order. From here you will be able to access the Case Detail screen for the Flagged Case Activity.

Case Detail Screen

Flags will show on the top right of the Case Activity.

Orange Flags show that there is a Flag that requires attention

Grey Flags are cleared Flags and have already been actioned. These can be reactivated if required.

Filter Case List View

There is the option to filter the Case List View to only show flagged Cases. This can be used to organise workloads around flags.

https://app.personnelchecks.co.uk/cases/?page=1&page_size=15&active_flags=true

Clearing a Flag

To clear a flag:

• Open the related Case
• Action anything manually that you need to do in line with your compliance processes
• Click the Flag icon
• Press "Clear"

Clicking "Reactivate" will reactivate the flag.

Reasons for Flags

Notification Email

To enable the notification email for flags

• navigate to https://app.personnelchecks.co.uk/profile
• Toggle "Receive Notifications"
• Ensure "New flags" is selected

You will then receive a daily email of any new flags that need actioning.