Add Background Checks
Depending on your Security Role, you can either manually add Background Checks or use the Background Check Request Tool.
Add Background Checks Manually
Manually enter a Background Check.
- You must have the appropriate Security Role to do this.
- In the Advanced menu, go to .
- Click New Background Check.
- Enter the Background Check information. Required fields are marked with an asterisk.
- Click Save.
Add Multiple Background Checks Manually
Add several Background Checks without using the Background Check Request Tool.
- You must have the appropriate Security Role to do this.
- In the Advanced menu, go to .
- Click the Background Check Type.
- Click the Background Checks tab.
- Click the Actions button and click Add Background Checks.
- Select your Contacts from the drop-down list, and enter any of the corresponding information.
- Click Add.
You've manually added Background Checks to all the Contacts you selected.
Background Check Fields
The Background Check fields you may see when adding a Background Check.
- Background Check For: The Contact the Background Check is for.
- Requesting Ministry: The Ministry that requested the Background Check.
- Background Check Started: The date you created the Background Check record.
- Background Check Submitted: The date you submitted the Background Check to be processed.
- Background Check Returned: The date the Background Check is returned, signifying that the Background Check is fully processed.
- All Clear: If Yes, the person is cleared to serve. Note: Typically, the person reviewing the returned Background Check sets this field. If you configured a Background Check integration, in some cases, "adjudication" rules that you configured with your Background Check provider might set it automatically
- Reference Number: A reference number your Background Check vendor generates to identify this request.
- Background Check URL: The URL of the returned and completed response from your Background Check vendor. Go to this URL to view the Contact's Background Check results. The Ordered By person listed in the report is the User that initiated the request through the Background Check Request Tool.
- Background Check Type: The type of Background Check required for this person is based on your state and ministry position.
- Background Check GUID: A system-generated GUID that you can use to direct a Contact to complete the Background Check Request Form on the Portal.
- Background Submission (Protect My Ministry/Secure Search Integration only): This section collects and stores the information the Contact submits when they complete the Background Check Request (except for SSN) if your state requires you to reproduce a version of the electronic form. Fields might include: First Name, Middle Name, Last Name, Maiden Name, Date Of Birth, Gender, Race, Address Line 1, City, State, Postal Code, Digital Signature, DL Number, DL State, and Jurisdiction, and so on.
- Background Check Expires: The explicit date the Background Check expires. You can set this nightly using a routine based on Background Check Types, but you can also set it manually.
The following fields do not update as part of the Background Check integration and you only set them manually.
- Notes: Any notes related to this Background Check.
- Theft: If Yes, this type of infraction was reported on the Background Check.
- Drugs: If Yes, this type of infraction was reported on the Background Check.
- Sexual: If Yes, this type of infraction was reported on the Background Check.
- DUI: If Yes, this type of infraction was reported on the Background Check.
- Battery: If Yes, this type of infraction was reported on the Background Check.
- Traffic: If Yes, this type of infraction was reported on the Background Check.
- Other: If Yes, some other type of infraction was reported on the Background Check.