Admin Module
Articles pertaining to functionality and processes for CRA Administrators.
Administration/Permissions
- Dashboard
- Administrative (CRA) Users and Permissions
- System Settings Overview
- Document Management
- Client Self Signup Link and Agreements
- Auto Rescreening
Searches, Packages and Bundles
- Search Setup
- Package Limits
- Packages and Bundles
- Search and Report Level Functions
- Custom Searches
- Auto-Population of Addresses
Ordering
- Entering Criminal Results
- Enabling Search Types and Ordering Options
- Ordering from the Admin Module
- Two Stage Ordering
- Upgrade Ordering
- CSV Batch Upload Ordering
Quality Review
- Dispute Search Type and QA
- Scan Previous Reports
- QA Processing
- Cumulative Report Grading
- Results History
- QA Instant Searches and Follow-up Searches
Researcher Settings
Accounting
- Invoicing Clients
- Branch Invoicing
- Accounting Alerts, Bars and Credit Limits
- Salespersons and Commission Tracking
- Cancel and Exception Price Searches
- Report Level Invoicing
Client Management/Communication
- Adding a New Client
- HR (Client) Users and Permissions
- Client Branches
- Client Settings Change Log
- Service Reminder Notification
- System Communication and Notes
Sales
General
System Reports
- Custom Data Pulls and Reports
- Reports Section : Sales, Operations, Providers
- Insight Upsell for Verocity
- County Group Analysis
- Researcher Completion Time
- Researcher Performance Analysis