Workspace & Orders
What are the functions of the icons in the header?
» Three white lines: Collapse the menu to create more workroom.
» Plus (+) sign: Add new orders.
» Search field or “Omni Search”: Quick look up for a specific candidate’s order.
» Two diagonal arrows: Expand workspace to full screen.
» Bell: System or researcher notifications.
» Book: Easy Access for recently viewed orders.
» Exit symbol: Log out (system signs you off after 60 mins of inactivity).
How can I view the status of open orders?
Your workspace provides a snapshot of all open orders, showing how many searches are completed and pending, as well as an estimated completion date.
How can I update or resend a Candidate Email?
Navigate to "Orders | Not Submitted" to update the candidate's email address or resend the Candidate Experience invite.
How do I submit a Candidate Order?
From any screen, click the plus sign in the top header or select the 'Candidate Order' icon from your dashboard. Then, click the blue “Submit Order” button to proceed.
What types of orders can I submit?
» Candidate Order: Sent automatically via email and/or SMS and collects disclosures and consents electronically.
» Mini Order: Used for Driving History product and batch uploads, requiring minimal data.
» Standard Order: Manually entered by the user, who must also collect required disclosures and consents.