Approved Notes Overview

Approved Notes enables customers to monitor free-text fields on any object in CRM, for example, pre-call or post-call notes, for compliance purposes while enabling end users to record notes directly in CRM.

Approved Notes consist of the following processes:

• Creating Monitoring Rules and Phrases – Compliance users define fields and phrases for monitoring
• Viewing Approved Notes Monitoring Results – Admins can create an SFDC email alert notifying compliance users when a violation occurs
• Reviewing Violations – Compliance users review the notes text with violations to and provide feedback on if the violation is correct

For example, the compliance user configures Approved Notes to monitor the Post-Call Notes field on the Call2_vod object and the use of the phrase save money. Sarah Jones types notes about a meeting with Dr. Clinton Ackerman and her notes contain the phrase save money. After the Approved Notes process runs, the compliance user is alerted of the violation, reviews the violation in the note, and determines if steps are needed to address the compliance issue.