Portal Background Check Request
- The Background Check page of the Portal can only be accessed by a direct link provided by the church to a Contact who needs to complete a Background Check for the church.
- Background Check requests links should be sent from the Platform via the Background Check Request Tool.
- If a Contact attempts to access the page without this link, they will receive the following message: This page cannot be launched without a proper Background Check Request.
- If a Contact attempts to access the page again after submitting the Background Check request, they will receive the following message: This background check has already been submitted. No further action is necessary or available.
- To manually create a link for this page append the GUID from the Background Check record to your Portal URL for this page. For example: https://{your church domain}/portal/backgroundcheck.aspx?background=[Background_Check_GUID].
- The form presented to the Contact is based on the Background Check Type option set on the Background Check record.
- SSN is a required field for this form and is sent in a secure format directly to your background check vendor in order to process the background check request. It is not saved anywhere in/on your MP system/server.
- Once processed by your background check vendor, the Contact's Background Check record will be updated with the results.
Initial Setup
A SPoC must complete initial setup in order to use the Background Checks page.
- Go to your Portal Admin page on your Portal.
- Locate the following files in the Resources section:
- BackgroundCheck_Instructions.htm: This controls the instructions presented at the top of every Background Check form.
- BackgroundCheck_Terms.htm: This controls the consent section presented at the end of every Background Check form before the digital signature is collected.
- BackgroundCheck_ThankYou.htm: This controls the thank you message presented after every Background Check form is submitted.
- Edit as needed. Images are supported.
After making changes to any of these files, you should re-test the integration. Malformed html can prevent the integration from working properly.
User Walk-Through
- Receive a link via email from the church indicating that a background check is required to serve or participate in the Ministry Y.
- Click the link provided to be taken to the Background Check page of the Portal. No login or password is required for the recipient to use this link.
- All known and applicable information is pre-filled (name, address, phone, etc.).
- Enter any additional required information.
- Review the consent information and legal disclosures.
- Digitally sign the form.
- Click Submit Background Check.
- Thank You message presented.