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.


Notifications

Where can I see notifications from DISAScreen?  

Notifications are displayed via the bell icon on the top blue menu bar. Clicking the bell will show a summary of received notifications.


Can I delete old notifications?  

Yes, navigate to the Notifications inbox by clicking "View all notifications" at the bottom of the notification summary. Here, you can delete old notifications.


What types of email notifications will I receive?  

You will receive email notifications for completed orders, orders that need additional information, expired candidate order links, and when a candidate order is ready for review.


Cancelling Adverse Action

How can I cancel an adverse action?  

Click ‘Cancel’ next to the candidate’s name to stop the final adverse from being sent. You will be required to provide a reason for cancellation.