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Track Live Scan Background Checks

Live Scan provides another option for obtaining a background check. While there is no Live Scan integration, you can track Live Scan checks in the Platform.

Add a new Background Check Type:
  1. Go to Lookup Values > Background Check Type.
  2. Click New.
  3. Add at least the following information:
    • Background Check Type: This should be "Live Scan".
    • Description: A note about the Live Scan service you're using.
    • Months Til Expires: Set this to a large number so the Live Scan does not show as "Expired" on Qualifications and Compliance views. May we suggest 9999? That's 833 years.
  4. Click Save.
Add each Live Scan:
  1. Go to Contacts > Background Checks.
  2. Click New.
  3. Add the information you received from the Live Scan.
  4. For Background Check Type, select Live Scan.
  5. Click Save.