Manually enter ID checks

If you have previously carried out an ID check outside of IRIS Elements, you can manually enter the results.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Open the relevant client.
  4. Select the AML tab.
  5. In ID check, select Manually enter an ID check.

  6. Complete the details ensuring the Risk level and Next due date are recorded as a minimum.

    The due date will be used to populate the Electronic ID checks widget on your home page dashboard.