Draft a finding

Steps

1. On Findings, choose Draft a finding, or the Draft a finding beside an entry to cite it.

2. On Draft a finding, give a title and tick the records it cites. What it rests on shows the query result behind each one, as of the date it was computed.

3. Choose a severity in words, minor, significant or serious, on Draft a finding. Then write what the records show, your recommendation, and the named role who decides.

4. Give a reason for this version and choose Save draft. Each save on Draft a finding is a new version with its reason.

5. When it is ready, choose Share with the client. Find it again under My drafts.

Good to know

• A finding is your work product. It never changes the entries it cites.
• Sharing sends nothing by email. A shared draft goes into the next export for the client and arrives in the client’s tenant at the claim, still marked draft.
• From Re-assertion lapses you can also draft a re-assertion or an interval for the named person. The entry changes only when that person confirms.

Where in the product

• Findings
• Draft a finding
• Exports

These open the prototype, on fictional institutions. People are shown as roles.

Related guides

• Read the import receipt and the findings

  See what an import wrote, then read the findings: typed versus produced, point in time, and re-assertion lapses.

• Hand a workspace to the client

  Send the claim to the client’s administrator. After the claim, you keep a read-only copy.

• Bring files in

  Record the client’s authorization, then upload documents or connect a GitHub repository, read-only.