The Onboarding Workflow allows you to review results quickly and efficiently. Once you have run a search on the Investigator Platform or uploaded and screened a Batch Search, simply follow these steps:
1. Select 'Start Onboarding Workflow'
2. Select one, multiple, or all matches to start processing the results
3. Process results using our standardized disposition options.
- Select whether the result(s) are true positives, false positives, or need additional information.
4. Select the match type and reason for the match.
5. Provide additional detail and analysis as necessary.
6. Create and audit trail and submit before moving on to the next result(s).
See this video tutorial for additional information: