Flagging vs. reporting a record

The short version

Flag is an internal, organisation-wide marker that leaves a record untouched. Report as incorrect communicates to us that a record is factually wrong. Use flag for a correct record you want to act on later, and report for a factually inaccurate mistake.

What does flagging a record do?

Flagging marks a record as special so you know to use it later. Think of it like a bookmark to remember to act on a record (congratulate an alum, share it with a colleague, or come back to it later). It doesn't change the record or tell us anything.

Flagged records:

• Get an amber highlight
• Group together under Show flagged only in Activity
• Are gathered in the Flagged for attention section on your Home screen

Flags are shared across your whole team, so one person can flag something for another to pick up, which is why it's worth adding a note alongside the flag to tell your team exactly what you meant to do with it.

What does reporting a record as incorrect do?

Reporting tells us a record has a mistake. Open the record, choose Report as incorrect, pick a reason (wrong person, wrong date, event didn't happen, and so on), and add a note if you like. Then choose:

• Report only: keep the record in your feed, but let us know it's wrong.
• Report and remove: take it out of your feed.

Either way, your report helps us improve accuracy. (For how to tell whether a record is right in the first place, see Trusting your records.)

When should I flag instead of report, or the other way round?

Flag is a team follow-up marker that leaves the record untouched; report tells us the record is wrong. Use flag for a correct record you want to act on, and report only for a mistake that needs correcting or removal.