Approved Notes Overview
Approved Notes is a tool designed to enhance compliance and productivity within Vault CRM. End users are empowered to capture valuable insights directly in the system while compliance users can still monitor free-text fields, for example, pre-call or post-call notes.
Approved Notes consists of the following processes:
- Creating Monitoring Rules and Phrases – Compliance users work with Business Admin users to create fields and phrases for monitoring
- Receiving Approved Notes Monitoring Results – When a user enters text that triggers a rule, an alert is sent to the designated compliance users
- Reviewing Violations – Compliance users review potential violations and take appropriate actions, for example, editing the note
Approved Notes monitors free text on any platform, and compliance users can review and resolve potential violations in the browser.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Approved Notes has different types of users in Vault CRM, each of them with unique roles and responsibilities:
- Business Admin User
- Works with Compliance Users to create monitoring rules and phrases
- Compliance User
- Reviews potential violations and provides feedback on the validity of the violation
- Integration User
- Manages the connection between Vault CRM and Approved Notes
- Field User
- Records information in text fields monitored by Approved Notes
