To order a new report for an applicant through your client portal, just click the Order Reports button at the top to get started.

At the top of the page, enter the basic information about the applicant, including name, date of birth, social security number, and address, as shown below.

Make sure to include all information you have. If you leave out a required field - for example, if you leave out the date of birth when ordering a county criminal - the system will not allow the order to be plaved.

An additional field is available for the applicant's phone number. This will display on the final report according to the Results Report Format settings. To make the phone number required, visit Ordering Options under the client or client type settings for the client and enable the setting called: "Require Applicant Phone Number?"
​
The acceptable phone formats include a conventional 11 digit format as well as including a county code: "+1 256-368-1204" or “512-555-5555.”

Depending on your setup, you may have one or more of the optional fields as shown below.

Here are explanations for these fields:

Depending on your setup, you may be able to order custom packages, individual searches, or both. Just click the dropdown next to Select Package as shown below. Then you can choose from pre-defined Company Packages, if available, or you can select your own searches by choosing Order Individual Searches.

If you choose a company package, then the searches included in that package will be automatically chosen and ready. If you choose to order individual searches, then you can click on the searches you want to order as explained below.

Before you fill in details of your searches, it's usually a good idea to populate your searches with past address history. This means that the system will automatically fill in counties and states for several common criminal and civil searches based on the address (or addresses) you enter for the applicant, plus any addresses found by running a Past Address History search. This will save you a lot of time in entering your searches. For more information see: Auto-Population.

When you pick a package, or as you click on individual search names to order them, any searches that require additional information will have a gray background as well as a red icon; any searches that are ready to be ordered will have a green check mark.

When you click on a search, you'll be able to fill in the necessary fields. Remember to click Save when finished. As long as the icon is red, the search is not yet completely entered, so remember to click Save.

You can also add additional schools, employers, counties, and so on under a specific search. Just click the + Add another link at the bottom of any search section after clicking the search title.

As you are ordering, you can add or remove search types at any time.

To remove a search type, just click the X to the far right of the search name. If you remove it accidentally, just re-click the title to add it again; all your previously saved information will be remembered.

To add a new search, click any search name that's currently gray (meaning it's not part of the current order). This will change the search name to orange or green; if it changes to orange, you can add the details as mentioned above.

You will often have a Show More Searches button at the bottom, showing you searches that are not part of the package or that you have not ordered previously. Click this button to review other searches you can order.

When you have entered all necessary information, scroll to the top of the page. From here, you can click the 'Order' button on the top right to confirm and place your order.

If any fields are not the right format, or any searches have not been saved (and still have orange titles), you'll be prompted to make corrections before you submit.

Note: If you usually order the same set of searches - whether it's a package or a custom set of searches - you can save your order as a personal package before clicking 'Order' Just click the Save order configuration for use in future orders option above the search names, then name your personal package as demonstrated below.

You can check Set this as your default ordering package if you normally order this same package for all applicants. Then the package will be auto-selected the next time you begin an order.

Users can save an order as a draft if they are not ready to place it for any reason. Drafted orders can be retrieved and placed at a later time.

This feature appears on the Ordering screen, below the order submit button - 'SAVE AS DRAFT'

An order can be saved at any time during the order process by clicking the "Save as Draft" button. Orders can then be retrieved by clicking the "View Drafts" button. This will take you to a saved order queue.

From this queue the saved orders can be canceled, reviewed or ordered directly, although ordering will only work if all required information exists. It is recommended to review the order first.

*NOTE* Draft orders are associated with the ID of the user who initiated them. Consequently, regardless of which user accesses and finalizes the draft order, it will remain linked to the initial creator, even if that user's account is inactive.

Please note: the following answer only applies if you have the "Order for Branches" option available when editing the permissions for a user of a branch client.

When one client orders on behalf of one of its branches, the system will notify the branch user on whose behalf the report is ordered. That is, the person ordering will not receive a notification email when ordering for one of his company's branches.

As the branch order is begun (using the Branch Ordering link in the upper right, after clicking Order Reports), the system will determine the number of active users available for the branch that is selected to be ordered for.

If there are multiple users, then a user drop down will be displayed so the processor can select the user to place the order for.

If there is only one user, the order will automatically be placed for that user.

If there are no available users, then a message will be displayed indicating so. The results will be delivered to the chosen or default user, according to that user's results settings.

The Activity History tab allows for HR users to be able to view an applicant's activity logs within their HR Module. Some examples are applicant-uploaded documents, applicant portal logins, text messages sent to the applicant, and applicant email deliveries, opens, and clicks. Each of these has an associated day/time stamp.