What each verification mark means
Read the document's status, verification state, and source label together. Each tells you something different about the record and the checks it has received.
Steps
- Open an item in Documents, or look at the marks beside a shared document on a ReadiLink.
- Read the status to see whether the file is pending, company-confirmed, or verified.
- Check for the separate Vanward Verified and Company Verified marks. Both can appear on the same file.
- Read the verification state and its date when shown. Check the source label to understand whether the information was entered, calculated, drafted, or connected.
Document statuses and marks
- Missing: no file has been supplied. Gap: the company has said the document does not exist yet.
- Pending: a file has arrived and has not been verified or company-confirmed.
- Company-confirmed: the company has stated the document is complete and current.
- Vanward Verified: an automated check gives a recommendation. The item is labeled verified only after a person at the company confirms it, or, for a close reconciliation, after the step's reviewer signs off. The label shows who confirmed it and when.
- Company Verified: the company locked this version. It must be unlocked before it can be replaced or removed.
- Not applicable: the company says the item does not apply and supplies a reason.
- None to declare: the company has recorded that there is nothing to report for that item.
Verification states
- Current: the record is current under the checks shown.
- Stale: the record needs an update or another look at its date.
- Conflicting: a check found a conflict that needs attention.
- Unverifiable: the record could not be verified.
Source labels
- Verified: information checked against supporting evidence.
- Company-entered: information supplied by the company.
- Calculated: a figure calculated by Vanward.
- Narrative: a written explanation.
- AI-generated: an AI draft, rather than a confirmed company statement.
- Integration: information from a connected system.
Questions and answers
- Is Company Verified the same as Vanward Verified?
- No. Company Verified means the company locked its chosen version. Vanward Verified requires a person at the company to confirm the item, or, for a close reconciliation, the step's reviewer to sign off. Automated checks give recommendations. A lock does not replace review and confirmation.
- Does a source label tell me whether the document is current?
- No. Read the verification state and date as well as the source label. A source label describes where information came from, rather than whether it needs updating.