Sending Out the Online Consent Form Link

When you have the Bundle 2 or higher subscription, you have the option to send out the Online Consent Form link to an applicant to collect information and the consent without needing paper forms

  1. How to Send Out the Online Consent Form Links
    1. Individual Link
    2. Opportunities Link
  2. Resend Consent Link
  3. Order Background Check

How to Send Out the Online Consent Form Links

There are two ways to send out the Online Consent Form link to applicants, Individually or through the Opportunities Link. 

Whenever the Online Form has been completed, the "Applicant Added" date in the Pipeline will update to the completed date.

Individual Link

The "Individual" links are generated to only be available for one applicant profile. No one else should have access to the same link that is sent out to the applicant through these steps

  • Click on Create New under the Pipeline tab in the left hand menu

Create_New_Pipeline.PNG

  • There will be 4 options:
    • Background Check - Go straight to the ordering screen. Enter in the applicant's information manually
    • Child Safety Training - Only send out the Child Safety Training to the applicant
    • Send Consent Form - Send the Online Consent Form link to the applicant to get consent and have them enter in their own information
    • Save to Pipeline - Save the applicant profile to the Pipeline only

  • To send out the Online Form, choose the "Send Consent Form" option

Applicant_Menus.PNG

  • When you choose to send out the Online Consent Form link to the applicant, the first name, last name, and email address are required. 
    • If you are a Bundle 4 subscription, an option to choose a Position to assign to the applicant will be available
  • Click on the Continue button when you have the required information

 

Send_Consent_Form.PNG

  • An email with the link will be sent to the applicant, and the applicant profile is saved inside of the Pipeline with a red X
    • The Auth column will show you who has completed the Online Form (green checkmark) and who hasn't (red X)
      • Note: Once the applicant is done with the Online Form, you will get an email notification and there will be a green checkmark under the Auth column

Applicant_Selected_Red_X.PNG

  • Note: Once the applicant is done with the Online Consent Form, the background check will not be ordered automatically

Opportunities Link

If you have multiple applicants that you need to send out the Online Consent Form link to, instead of sending them out individually, you can take the general link inside your account and either send out a mass email to your applicants, or embed the link into your website! 

Opportunities_Link.PNG

  • The Opportunities Link is located in the upper right-hand corner of your screen, where the blue man icon is. Click on this blue man icon and choose the "Opportunities Link" 
  • The next page it takes you to will be the general link that you can copy and paste into a mass email to your applicants or put on your website. 
  • The applicant will only be saved in the Pipeline when the Online Consent Form has been completed by the applicant.

*Note: Each time you send out the Opportunities Link, this will cause another entry in your Pipeline. If you need to resend the link to your applicant, make sure that you resend the link through the applicant profile and not sending them the Opportunities Link again*

Resending the Online Consent Form

If your applicants cannot locate the email, or accidentally deleted it, you can resend the Online Consent Form without making a duplicate entry in your Pipeline

  • Click on the small gray box to the left side of the applicant's name, which will highlight the row in blue
    MM_Applicants.PNG

  • Click on "Send Consent Form" under the Actions menu to the left side of the screen
    Actions_Menu_Send_Consent_Form.PNG
    • You are able to select multiple applicants to resend the Consent Form to

Order Background Check

Once the applicant has completed the Online Consent Form, you and any users on the account with the notifications turned on will get an email notification. Inside the Pipeline, you'll notice that there will be a green checkmark under the "Auth" column. 

When there is a green checkmark under "Auth", but no orange "P" or green "C" under the Report column, a background check will still need to be ran. 

  • Click on the small checkbox to the left of the applicant's name in the pipeline

MM_Applicants.PNG

  • In the Actions menu to the left side of the screen, click on "Order Background Check"
    • You can select multiple applicants to order background checks on
      • *Note* If you select multiple applicants, you will only be able to choose one service to order for all applicants. You won't be able to adjust any for a specific applicant
      • *Note* If there is a minor listed in the multiple selection, it will not allow you to continue with the background check process. You will need to order the minor's background check separately

Actions_Menu_Order_Background_Check.PNG

  • You will be taken to the Order Background Check page to choose the type of service to order

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