Record the job before you finish it, name the person who commissioned it and give their email, then deliver and let them confirm. Work recorded with nobody named cannot be confirmed by anybody, and it counts against the confirmed share of your record.
That last part catches people out, so it is worth saying first. Your score includes the share of your recorded work that a third party confirmed. Bulk loading two years of jobs that nobody will ever confirm makes that share worse, not better. Fewer records with confirmations behind them beat a long list of your own word.
What a record needs
What you agreed to do, who it is for, their email address, and a date it is due. Optionally what it is worth and a note on the scope.
Naming an email address matters. It means the other side has to accept the agreement before it starts, and the only way they learn it exists is the email Credda sends them. If that email does not arrive, the record sits waiting while you think the ball is in their court, so check the result of creating it rather than assuming.
Create it before you do the work. A record raised, accepted, delivered and confirmed is a sequence with two parties in it. A record raised the day after you finished is you typing.
What the client is asked
When you mark it delivered, it waits on them. Nothing is ever automatically confirmed, and there is no path anywhere in Credda that converts silence into an outcome.
Their link lasts thirty days for confirming finished work or an invoice payment. They get the first ask plus two follow ups at most, and the last one says plainly that it is the last message and that ignoring it records nothing against anyone. If you resend by hand you are spending the same three, with a wait between them, and chasing stops for good after about six weeks of silence.
They have four answers.
Yes. The confirmation is recorded. Whether it counts as verified is decided by Credda's checks and not by either of you, so a confirmation that lands is not automatically a confirmation that counts.
Yes, but a detail is wrong. They can correct the delivery date, the amount or the description. A date can only move later and an amount can only go down or stay, and anything in the other direction is refused out loud rather than quietly adjusted, because a third party being able to inflate your record through the one door a stranger can reach would be worse than useless. A corrected confirmation counts exactly as much as an uncorrected one from the same person. A corrected date rewrites the delivery date on the agreement, which moves how late it reads and whether it shows as fulfilled or late. A corrected amount does not rewrite the agreement, and the underlying event uses the lower of the two figures.
No. They cannot confirm it. This is not adverse, no reason they can pick is adverse, and nothing is recorded against you. It also stops the chasing on that record.
Nothing. It stays waiting. Nothing happens.
Invoices
An invoice works the same way. When the client confirms they paid it, that goes through the same confirmation route with the same checks and the same thirty day link. For an accountant or a tradesperson invoicing steadily, this is the least effort way to build a confirmed record, because you were sending the invoice anyway.
If the people doing the work are your own staff
Shifts are a separate and much simpler thing: a person, a day and somebody who saw the work, with no counterparty, no deadline and no platform involved. How to record who turned up for a shift and who did not covers it, including which outcomes are free, which need a written reason, and what the worker sees.
What you cannot record, and should not try
Credda holds no customer register. There is no way to record that a patient missed an appointment, no no-show list, no blacklist and nothing that functions as one. A record of work between businesses is not a report about a consumer, and the product keeps that line on purpose.
You cannot look somebody up. There is no way to check a contractor, a candidate or a customer you have no relationship with. If you try, the answer is that the person does not exist. The only way you see somebody's record is if they choose to show it to you through a link they control and can revoke.
And a record is not a decision. Nothing on Credda says hire, do not hire, approve or deny. If you are thinking of using somebody's record to make an employment, credit, housing or insurance decision, that decision may be regulated whatever Credda is. Take that to your own advisers. Credda supplies evidence and never a verdict.
Who to name as the confirming party
The person who commissioned the work and expects to hear from you. The referring dentist, the letting agent, the practice that subcontracted you, the finance contact at the client company.
Think twice before naming a patient or a member of the public. They will receive email from a company they have not heard of, they have no account and no unsubscribe link, and declining is the only way they can stop it. Three messages is the cap, and three unwanted messages is still three. For most practices, the confirmable record you want is the one with your commercial counterparties in it, not your patients.