The Auto Renewal, often referred to as Auto Rescreen, feature is a way to automatically remind clients of searches that need to be renewed (or reordered) that also tracks the efforts to renew.
1. Administrative users have the ability to enter an Auto-Renewal date. The date can be applied to either a single search or an entire report.
Search Level:
Report Level:
Either option will prompt a pop-up window to enter the Auto-Renewal Date:
The Set Auto-Renewal Date link will remain accessible to an administrator to add, remove, or adjust the renewal date at any time. Any applied renewal date will be displayed near the Posted Date at the search level, or near the Client Name if set at the report level.
2. Each day, the system will scan for any searches or reports that are up for renewal. When one or more items are found to be up for renewal, the system will create a pop-up notification for the user upon login indicating which searches/reports are due for renewal:
3. The user will be presented with a dialog box with three options:
a. Order Now: Prompts the user to reorder the single search or report due for renewal.
b. Delay: A choice will be given to notify again in 1 day, 2 days, etc. up to 14 days. This will tell the system to re-present the dialog box after the selected number of days.
c. Decline: The dropdown options to Decline are 1. Applicant no longer employed, 2. Already ordered search/package for this applicant, and 3. Other (this option will require a single-line free text response). Once the client chooses and/or types in their reason, a client note will be generated on the search with the text “Scheduled re-screening declined: [reason]” and will no longer appear in the Auto-Rescreening notification.
d. If the notification is abandoned/closed out with no action taken, it will reappear for the user the next time they log in.