With Certn, you can request international criminal record checks from many countries. However, if an applicant has lived in more than one country, it can be expensive to run a check for each one. In this article, you'll learn how our Follow-Up Flow feature puts you in control of the checks that run and bill to your account. 

What is the Follow-Up Flow?

The Follow-Up Flow is a feature that prevents you from paying for checks you don't want to order. It works by identifying applications for you to review before checks run and bill to your account.

Applications that need your review are identified in part by the following settings on your account. The next section in this article explains how to configure these settings. 

• Your Cost Threshold setting defines the maximum that can bill to your account without review.
• Your Follow-Up Flag setting defines whether the Cost Threshold setting is turned on or off. 

Applications that need review are also identified by comparing any countries you select to run with the countries in which your applicant has address history. You can select countries to run when you first order an international criminal record check. You can also choose not to select countries. In this case, checks to run are determined by the countries in your applicant's address history.

With the Follow-Up Flow enabled and your Cost Threshold set, these scenarios require your review:

• Your applicant does not have any international addresses
• Your applicant has not lived in the country or countries you selected to run
• The cost to run checks in all applicable countries exceeds your Cost Threshold

If the cost to run checks in countries your applicant has lived in does not exceed your Cost Threshold, then the checks for their application proceed and are billed to your account without requiring review. 

How do I enable the Follow-Up Flow?

In the previous section, you learned that the Follow-Up Flow relies on two settings on your account: your Cost Threshold, and your Follow-Up Flag. By default, these settings are configured as follows:

• The Cost Threshold is set to $250.00
• The Follow-Up Flag is turned on so that the Cost Threshold is respected

These settings are currently managed by Certn. To confirm how they are set on your account or to change them, you can contact our Support team. 

How will I know an application needs review?

When an application requires review, its status in your Certn dashboard changes to Action required:

To action the application, follow these steps from your dashboard: 

1. On the row for the application, open the Actions menu  and then select Action Required.
   
   A checks selection page opens where you can review what action is needed for the application. 
   

   Note: Alternatively, you can get to this page from the application's report by selecting Actions and then Action Required, as shown in the following image:

   

2. On the checks selection page, review the details shown to learn why action is required. There are three possible scenarios. Select a scenario to learn why it occurs and how to resolve it. 
   
   • Cannot run check due to applicant address history
   • Cannot run all selected countries due to applicant address history
   • Cost to check all applicable countries exceeds your Cost Threshold

Cannot run check due to applicant address history

This scenario occurs if your applicant does not have international address history or does not have any address history in the country or countries you selected.

In this scenario, on the checks selection page, the International Criminal Record Check item is crossed out and removed from your order total, as shown in the following image:

To resolve this scenario, select Confirm to allow the application to proceed without this check. If this is the only check in your order, the order is cancelled. 

Cannot run all selected countries due to applicant address history

This scenario occurs if you selected multiple countries when ordering the check, and your applicant does not have address history in all of those countries.  

In this scenario, on the checks selection page, your order summary is revised to show only the country or countries in which your applicant provided address history, as shown in the following image: 

Additionally, below the summary are buttons for removing any countries available to run: 

To resolve this scenario, select Confirm to allow the application to proceed with the country or countries that can be run. Alternatively, you can first select Remove next to any country you do not want to include in the order. Then, select Confirm to allow the application to proceed. If you opted to remove all countries, then the international check portion of your order is cancelled. If this is the only check in your order, the order is cancelled. 

Cost to check all applicable countries exceeds your Cost Threshold

This scenario occurs if one or more countries in which to run checks were identified, but the total cost of running the check would exceed your Cost Threshold.

In this scenario, on the checks selection page, your order summary includes costs to run checks in one or more countries. Additionally, below the summary are buttons for removing countries, as shown in the following image:

To resolve this scenario, select Remove next to any country you do not want to include in the order. Then, select Confirm to allow the application to proceed. If you opted to remove all countries, then the international check portion of your order is cancelled. If this is the only check in your order, the order is cancelled.