What happens when a check is escalated to Admin?
A reviewer who cannot settle a flagged check can hand it to the workspace's Owner and Admins. They record the outcome Escalate to Admin with a note, the check stays open, and only an Owner or Admin can then clear it or confirm the match. Escalation is a hand-off inside VerityRadar; it is not a report to a regulator.
It is available on Company and Enterprise accounts. An Individual account has no Owner or Admin to hand a check to, so the option is not offered there.
The steps
- Step 1 - Open the flagged report. A report that needs a person to look at it carries a flag, and its Review decision panel offers three outcomes: Confirmed match, Cleared and Escalate to Admin.
- Step 2 - Escalate with a note. Choose Escalate to Admin and write why: what you saw, and what you need the Owner or Admin to decide. The note is required.
- Step 3 - The check stays open. It remains in the review queue, and its flag changes to a purple admin-shield icon with the tooltip Escalated to Admin. Recording the escalation does not change the risk rating.
- Step 4 - Owners and Admins see it on Home. The Escalated to Admin tile shows how many checks are waiting and the latest three: the subject, who escalated it, the start of their note and the date. Review opens the report, and See all opens the review queue on its Escalated view. History has the same Escalated filter. VerityRadar does not send an email when a check is escalated.
- Step 5 - An Owner or Admin settles it. They read the note and the decision history, then record Cleared or Confirmed match with their own note. The check leaves the queue and its flag turns grey.
Who can do what
| Role | Escalate a check | Settle an escalated check |
|---|---|---|
| Owner | Yes | Yes, including a check they escalated themselves |
| Admin | Yes | Yes, including a check they escalated themselves |
| Analyst | Yes, and may add another escalation with new information | No |
| Viewer | No, a Viewer reads reports and history only | No |
| Individual account | Not offered | Not applicable |
Anyone else who tries to settle an escalated check is told: "Escalated to Admin - only an Owner or Admin can settle this check." An Analyst opening an escalated check sees the history and "Escalated to Admin - waiting for an Owner or Admin" instead of the Cleared and Confirmed match options.
What the person who escalated sees
The check stays in their History with its escalated flag. It no longer counts in their own awaiting-review tile or queue, because they cannot settle it. Owners and Admins keep it in theirs until it is settled.
What is kept
Decisions are never edited or deleted. Each one is added to the history on the report: the outcome, the note, who recorded it and when, with the latest one in force. The same history appears in the PDF report and in the examiner export, where an escalation reads Escalated to Admin.
To read the flags and the rating, see How do I read the risk rating and the review flags?.