Keep evidence for the credentials named on a team page

Break the biography into assertions that can be checked

Copy the exact public wording and its location before revising it. Separate the person’s name, degree or other credential, issuing organization, professional title, current company role, and statements about what the person does. Include captions and headings that apply to the whole team, because they can give an individual biography a broader meaning.

Read verbs closely. A biography can describe a qualification someone earned, a position they previously held, a role they hold today, or work they currently perform for the merchant. Each is a different assertion. An accurate credential beside an inaccurate present-tense responsibility still leaves an unsupported public claim. Identify the responsibility separately rather than treating the credential as support for the entire paragraph.

Match the person, credential, and status to real evidence

Use the person’s genuine credential record and, where available and appropriate, the issuer’s verification record. Check that the record belongs to the person named on the page, identifies the qualification actually claimed, and supports the wording used. Keep a reference to the evidence in the business’s records instead of publishing a private certificate image or personal identifiers.

Distinguish an earned qualification from a claim of currently active status. If a credential has an expiry, renewal condition, or status that can change, check the current status before describing it as active. If the record establishes only a past award, do not add a current standing assertion that has not been checked. If a credential has no stated expiry, do not invent one; record what the source actually establishes.

The person’s approval of the draft is useful for catching errors and recording publication permission, but it does not replace the underlying evidence. Likewise, a page elsewhere repeating the same biography is not an independent credential record. When support cannot be obtained, narrow or remove the claim rather than describe an unverified credential more confidently.

Confirm what the person actually does for this business

Compare the current role with the business’s own appointment, employment, or engagement records and the person responsible for that relationship. Establish the role’s dates and scope. A former role should not appear as a current appointment, and an external adviser should not be presented as an employee if that is not the relationship. Do not imply active participation in work that the person does not perform.

Review any claim connecting that person to product review, laboratory work, or quality oversight as its own assertion. A qualification can establish education or a credential; it does not establish that the person examines every product or supervises each activity the page names. Keep the public responsibility description within the actual documented arrangement. Where the work itself is unconfirmed, remove the unsupported responsibility rather than relying on the prestige of the credential.

Apply the same check to the company-level impression. A collection of individual credentials does not automatically establish an accredited facility, an institutional endorsement, or a defined company capability. If a heading asserts one of those facts, it needs its own evidence; the biographies cannot silently supply it.

Publish a supported version and give it a maintenance owner

Decide the disposition of each assertion: retain with supporting evidence, revise to its supported scope or period, or remove until support is available. Have the appropriate person confirm the role wording and publication permission, then check the published page. Record the actual revision date and evidence reference so a later editor does not restore an obsolete title from an older draft.

Assign review responsibility for changes in employment, advisory arrangements, or credential status. The maintenance trigger should fit the claim: a role ending needs a role update, while a status with a stated expiry needs a status check. Keep track of other merchant-controlled pages reusing the biography so that one correction does not leave conflicting current-role claims elsewhere.

The FTC’s truth-in-advertising guidance requires truthful, nonmisleading, substantiated advertising, including on websites. This is the basis for comparing the public expertise claim with its evidence; it does not certify a biography or establish credential-specific legal requirements. For a Prism website-review consultation, send the public URLs, research-only products, and the claim you want examined. Scope, fees, and terms are discussed before work, with follow-up by email. The inquiry is not a booked appointment, purchase, or processing application, and the provider retains its own eligibility decision.

Biography claim register

Use one copy per person and repeat it when a biography contains materially different credential claims. Record non-sensitive evidence references and claim decisions, not private certificates or identifiers. A supported credential with an unsupported role still needs a correction; the register is complete only when each assertion has its own disposition.

Worksheet entries are not submitted by Prism’s worksheet and are not saved by the site. Use record types, availability, anonymized observations, or match/mismatch results. Do not enter government identifiers, customer names or addresses, customer messages, receipt-access links, card or bank details, passwords, or keys. Send sensitive documents only through the provider’s verified secure channel.

These are temporary notes. Leaving or reloading this page may clear them. Worksheet entries are not sent automatically. If you copy notes into the consultation message and submit the form, Prism receives them as part of your request.