1. Active Screening
  2. Getting Started
  3. Ordering Background Checks
  4. Manual Ordering

Manual Order

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Jessie Willis
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When ordering a background check, you have the option of sending out an Online Form from the AppScreen Management feature, or order the background check by manually entering in the applicant's information.

If you have a paper consent form and the applicant's information, you can manually order the background check

  • Click on the Order a Report tab on the top of the page

Order_a_Report.PNG

  • You will be taken to a page to choose what type of background check to order

Order_Screen.PNG

  • Enter in the applicant's information
    • Everything with a red asterisk is a required

 

Applicant_Detail_Page.PNG

  • On the bottom of the page will be a "How would you like to determine the areas which you will search?" These will only affect searches that have a county or state search service 

determine_the_areas_which_you_will_search.PNG

  • I will let the system select the locations from the zip code above - Order the county or state based on the entered address' zip code
    • Note: The system will default on this option
  • I will select the locations manually - The next page will allow you to choose the state or county to search in yourself
  • Autopopulate from address history - This will use the address history that is pulled up by the entered in SSN to automatically order the state or county
    • Note: If you choose this option, an SSN Trace will automatically be ordered in order for the package to run the address history. You will be charged for the SSN Trace service. 
    • Note: Any package that comes with "unlimited county searches" will automatically be set for Autopopulate from address history

  • The last page will be the Report Confirmation page. You will be able to review the information entered in. 

Report_Confirmation.PNG

  • Report tab - This will be the tab where you review your order, remove any services, and complete the report
  • Applicant Details tab - This tab will show you the applicant information that was entered in
  • Add to Report tab- This tab will allow you to add any additional services
  • Journal tab- Any notes from our Research Team will be available to see through this tab

Once the report is ordered, you can see the status of the background check by looking at the Order Progress table on your Home Page of the account

Order_Progress_Draft.PNG

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