Sending out the Child Safety Training

There are a few ways to send out the Child Safety Training; before ordering a background check, while ordering a background check, or after ordering a background check

  1. Send the Training Out to New Applicants
  2. Send out the Training while ordering the background check
  3. Sending the Training out to existing applicants
  4. Through the Pipeline > Create New

 Send the Training Out to New Applicants:

You are able to send out the Training link to your applicants before ordering a background check

  • Click on the Training tab in the left-hand menu
  • Click on New Order

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  • You will be taken to a page to enter in the applicant's first name, last name, and email address
    • Date of Birth is an additional field, but it is not required
  • Click on the Continue button on the bottom

CST_order_page.PNG

  • You will be able to choose which version of the Training to send out to the applicant

CST_version_choose_page.PNG

  • Employee - An extended version of the Child Safety Training
    • The employee version has added lessons about policies and training on how to prevent child abuse
  • Spanish - The Spanish translated version of the Employee version of the Training
  • Volunteer - The default version of the Child Safety Training 

Note: If you have the Bundle 2 or higher subscription, sending out the Training link through the Training tab will create a new entry inside your Pipeline

 

Send out the Training while ordering the background check:

While ordering your background check, you will have the option of sending out the Child Safety Training at the same time. 

  • Choose the type of Training to send out to your applicant after choosing the background check package to order

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Training_on_Order_Page.PNG

 

  • Once you click on the "Submit For Background Check" button on the Summary page, the Training will automatically be sent out

Sending the Training out to existing applicants:

If you've already ordered a background check on your applicant, or if you have the applicant in your Pipeline, you can still send out the training 

  • Click on the small gray box to the left side of the applicant's name, which will turn the row blue
  • Click on "Order and Email Invite for Training" under the Actions menu
    • Even though this says "Order and..." this is only for the Training, not for the background check

      Actions_Menu_Training.PNG
  • Choose the type of Training to send out to the applicant
  • Click on the "Order and Email Invite for Training" button

    Applicant_Profile_Training_tab.PNG

Through the Pipeline > Create New

If you have access to the Pipeline (Bundle 2 and higher), you can click on "Create New" under the Pipeline tab

Applicant_Menus.PNG

  • Click on "Child Safety Training"
  • You will be taken to a page to enter in the applicant's first name, last name, and email address
    • Date of Birth is an additional field, but it is not required
  • Click on the Continue button on the bottom
  • You will be able to choose which version of the Training to send out
  • Click on the Order and Email Invite for Training

 Applicant_Profile_Training_tab.PNG

 

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