Module 2: How to add Searches and Researchers

Adding Searches and Configuring Researchers

Step 1: Search Names and Descriptions

Step 2: Configuring Custom Searches

Step 3: Add Researchers to the Network

Step 4: Configure the Researcher Network 

• deverus automated researchers (preconfigured for you):
  • Instant Criminal, Sex Offender, Ofac, Vigilant, Evictions
• Criminal (County, Statewide, Federal)
• Civil
• Add Jurisdictional Fees

Step 5: How to Configure Researcher Groups

• Custom Searches
• International

Step 6: Automated Employment Verification Setup - The Work Number

Step 7: Automated Reference Verification Setup - Swifthire Reference

Step 8: Train Researchers who will utilize the Researcher Portal (Optional)

Specific Researcher Set-Up

• Samba
• HubX Researchers
• i3screen Drug Screening Integration
• E-Verify
• National Student Clearinghouse (NSC)
• Hart Software - Credit Reports

Additional Resources:

• Researcher Portal
• Researcher Alerts
• Round Robin

Next Steps

You are ready to start adding clients to your system.