Adding Searches and New Orders for Existing Candidates

Can I add additional searches to an existing order?  

Yes, you can add searches to an existing order while it's in progress. 
Locate the candidate’s name, then click on ‘New Order for Candidate’ for packages, or ‘Add Search’ for a la carte items and follow the on-screen instructions.
Note: Once the order is complete, after 7 days you will no longer be able to add to the order. You will need to utilize the “New Order for Candidate”.


How do I create a new order for an existing candidate?  

Click on the “New Order for Candidate” link at the Order Level. This will auto-populate candidate information from the original order, and you can proceed with the Standard Ordering process.



Adverse Action

Who can initiate adverse action in DISAScreen?  

Only users with the proper permissions in DISAScreen can initiate adverse action.


When can adverse action be initiated?  

It can be initiated during the grading process or directly from the completed order, as needed.


How can I initiate adverse action if not during grading?  

You can either navigate to the order and click ‘Initiate Adverse Action’ or navigate to the final report overview to initiate.

DISAScreen supports designated account users with the opportunity to review completed reports and initiate and manage the Adverse Action process within the portal. The feature will send the candidate all documents (letters, jurisdictional notices, and a copy of the final report) electronically via email once the user initiates the process.

Users are required to manually send the final adverse once the waiting period (tracked within DISAScreen’s compliance dashboard) has been met. Users will need to return to Compliance Dashboard and click to send the final Adverse or cancel the final adverse if/when needed. All documents sent to the candidate will be accessible to the users in DISAScreen under the Documents tab within the candidate's profile.


Document Management

How can I add documents to a candidate's order?  

To add a document to an order, navigate to the specific candidate order and click on ‘Documents.’ Choose the document type from the drop-down menu and click "Add Document."


Can I remove a document after uploading?  

Yes, if you've made an error during the upload, you can click the red trash icon to remove the document.


How do I download a document from a candidate's order?  

To download a document, locate the candidate order and click on the ‘Documents’ tab. Click on the specific document you want to download or view.


Compliance Dashboard

What is the Compliance Dashboard used for?  

The Compliance Dashboard will house all orders with in-process or recently completed adverse action. Only users with access to this dashboard can manage adverse orders.


How do I send the final adverse letter?  

When you are ready to send the final adverse letter based on FCRA, jurisdictional timing, or company guidelines, click ‘Send Adverse Email.’


Can I see the number of days since the pre-adverse action letter was sent?  

Yes, this information is displayed in the waiting period column on the dashboard.