Module 5: How to Process Orders (Part 1:Criminal, Part 2: Verifications)

Objective:

This module covers the basics of order processing, entering results and queues. Please review these sections before beginning ordering:

Step 1: Reviewing Orders - Queue Workflows

Step 2: Reviewing Search and Report Functions

Step 3: Entering Criminal Results

Step 4: How to Mass Clear

Step 5: Employment Verifications and Work Number Integration

Step 6: Reference Verifications

Step 7: Education Verifications

Step 8: Client or Researcher Managers

Step 9: Communication and System Notes

Step 10: Report Level Pricing 

Here are some additional resources related to this topic:

• Dashboard
• Custom notes and messages on invoices

Next Steps

You are ready to move on to QA in the system! Please go proceed to our next module!