TABLE OF CONTENTS

• Placing a Background Check Order
• Fill Out Subject’s Information
• Verify Information
• Additional Options
• Review Order
• Submit Order
• Order Confirmation
• Additional Options – Applicant Express
• Additional Options – Secure Volunteer

Placing a Background Check Order

• On the Left Navigation panel, choose Orders > New Background Check Order.
• Depending on your account settings, you may not see all options shown here.

• If you have multiple accounts, please choose the appropriate account from the drop down box.

• Next choose the search option or “Package” that you wish to order.

Fill Out Subject’s Information

• Make sure to fill in all required fields.   These are indicated with the * symbol.
• Up to 2 AKA names can be added.  If you need additional names searched, a new background check order must be entered.
• When done, click “Begin Order” to move to the next step.

Verify Information

• A pop up box appears to allow you verify the information you entered prior to moving on to the next step.
• Please read over this carefully as you will not be able to edit it past this point.
• Click Confirm and Continue to move to the next step.

Additional Options

• Some search packages require you to choose an option under Criminal and Civil Check.  Otherwise you can leave this section blank.

• Read and agree to the Terms of Agreement then select Verify Form to move to the next step.

Review Order

• A summary of your order will appear on the final page.  Please look over the information to be sure it is correct.  At this point you cannot edit the name information, but you may choose to Cancel Order by clicking that option at the top.
• You have the option to be emailed when the report is complete.
• You may also upload any documents relating to the order at this point.  These can also be uploaded at a later point in the applicant’s profile after submission.

Submit Order

• If everything is correct and you are ready to place the order, click Agree and Submit.

Order Confirmation

• If the order was successfully submitted, you will see this pop up message.  Click “OK” to be taken back to the New Order screen.

Additional Options – Applicant Express

• If your account utilizes Applicant Express, you will be given the option to email the request to the applicant as shown.   More information about this is provided in the Applicant Express Guide.
• You can choose to switch to Manual Entry if you’d like by pressing the button at the top.

Additional Options – Secure Volunteer

• If your account utilizes Secure Volunteer or Secure Applicant, and you choose a package that is associated with that product, you will be given the option to make this a Secure Volunteer/Secure Applicant order.
• This will allow the applicant to receive a volunteer card and expiration date just as though the applicant had submitted the application through the portal.

• You will be responsible for collecting the applicant’s signed authorization for the background check.
• You have two options at the end of the application:
  •  Agree and Submit – The application will be completed and appear under “Requests.”
  • Agree, Submit & Approve – The application bypasses the “Requests” tab and goes straight into background check processing.