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 an employer. 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.
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.
Fees and Results
Once the completed request sheet is returned, you can enter results into 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.
The employment questions default to "Not Asked." All comments and questions entered into the results will be viewable on the final report except for those that were saved as "Not Asked."
