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Non-NSC Education Verification Workflow

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

What we'll review:

Using Request Sheets

Entering Fees and Results

Quality Assurance

Request Sheets

Request sheets can be used to email or fax a request directly to a school or institution. From the search card, choose the "Send Request Sheet" link. A pop-up window will appear which allows you to enter the email address or fax number (shown below). You may also enter any additional text you want to be displayed on the request sheet into the Additional Info fields, such as a search ID for internal use when the request sheet is returned. The option to obscure the SSN and DOB is available, along with the ability to include any consents or other documents from either the report level or search level.

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Once you have entered the information to send the request, the recipient will receive the request sheet (either by fax or email). The email is sent from the default system email, located in the system profile.

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Fees and Results

Once the completed request sheet is returned, you can enter results and fees in the following screen by clicking "Enter Results" on the search card.

Fees can also be added in the Enter Results screen, as shown above: "Was there an additional charge for this verification? If yes, enter charge here." This will prompt a pop-up window to add the fee to the search.

Quality Assurance

If QA is enabled for either all verifications or for "unable to verify," you will have additional options to add to the final status during the QA process. See QA settings.

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