What is a 'screening criteria'

The Screening Criteria defines the parameters used by the Screening engine when a client entity is screened. The onboarding email allows you to set the parameters for up to 6 criteria for your 
organisation. This article will help you understand how the criteria parameters 
affect screening results.

 

Each client entity is assigned a criteria when it is created. You can view, add and manage 
criteria from the criteria screen which you can access from the home page or by clicking on 
the Criteria option under Static on the navigation bar. 

If you choose to add or edit a criteria you will be taken to a page with all the individual criteria 
able to be changed. There is also an option at the bottom to delete these particular criteria.