Please note: You will not have this option available if your account permission is set to ‘View only’.
1. To submit a new request, you will first need to click on the “New Case” option on the top left-hand side of the portal.
2. This will open up the ‘Add a Case’ window as shown below:
3. You will then need to select the level of screening required from the drop-down menu. When hovering over the SLA name, a summary of contents will also appear for you.
4. When selecting any level of screening that contains a UK DBS check, an additional section will appear named ‘Identity Verification’.
5. When selecting any level of screening which contains a UK Standard or Enhanced Level DBS Check, additional mandatory fields will also reveal themselves as displayed below. For full instructions on DBS specific checks, please refer to section 6.
6. Once the service level has been selected, you will then need to input the candidate’s basic information, including a full name, contact number and email address.
7. If previously discussed and relevant to you, you will then need to select the appropriate ‘Unit’ or ‘Sub-Unit’ from the drop-down menu.
8. You can then add further information in the remaining optional fields, and any special instructions. These instructions allow you to make us aware of any specific requirements we may need to be aware of when handling these checks for you. Adding any special instructions will create an entry in the ‘Notes’ section, as described in section 7.
9. All entries marked with a red asterisk (*) are mandatory fields.
10. If you wish to add any attachments to the candidate file, you can do so by using the file upload section as displayed below:
11. Once you have input all the required information, you will then need to select ‘Save’ to submit the request. This will then trigger an invitation email to the candidate.
12. Once saved, a message will also appear stating that the case has been successfully created.
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