Browse Records — Kyboa

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Worked example: Prince Bank, Azure Shipping and Halimah binti Hussein

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Browse Records. Find maintained clients, screening records and saved reports.

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Entities lists the client records you maintain.

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Search for Prince Bank, then choose View to open the Entity.

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Screening History keeps the screenings linked to this Entity together.

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Company Screenings lists company screenings created individually, from Entities or in bulk.

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Search by company name, then use View to reopen the screening.

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Individual Screenings contains your saved individual screenings and reports.

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Search by name to find a previous screening.

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Use Filter to narrow the list by screening status.

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Choose View to reopen the completed screening and its saved report.

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Records Available. Your client records and previous screening reports remain accessible.