Dashboard workflow guide

Prepare access and responsibilities

• Confirm you are in the correct customer account and have authorization for the intended employment or housing purpose.
• Identify who can order, review reports, manage billing and administer integrations. Ask the account administrator to confirm actual permissions; do not share another person's login.
• Candidates should use their own verified invitation rather than a customer account.

Run the end-to-end checklist

1. 1Define the job/property context and lawful screening policy; choose the package and any appropriate add-ons.
2. 2Confirm account availability, required setup, jurisdictions, applicant details and full charges before submitting.
3. 3Verify disclosure/authorization requirements and the candidate's safe invitation destination before the report is obtained.
4. 4Record the order reference and intended scope. Check whether the invitation/application and individual searches are complete rather than assuming one status describes every stage.
5. 5Review source, matching, disposition and unavailable/pending sections. Separate individual applicant findings from household calculations.
6. 6Apply lawful criteria with the responsible reviewer. Verify any applicable employment or housing notices before an adverse decision.
7. 7Record follow-up responsibilities and store report/decision records only under approved access and retention practices.

Integration handoffs

• Confirm the partner or API connection is supported and activated for your account before relying on it.
• Define the originating system, order identifier, scope, permitted recipients and how results or failures are reviewed.
• If a handoff fails, check the existing order/reference before retrying so you do not create duplicates. Have your technical owner use the approved integration documentation; never put tokens or payloads with applicant data in public chat.

Resolve common blockers

• Missing controls may reflect permissions, incomplete account setup or service availability. Describe the task and ask the administrator/support to confirm the cause.
• For a missing invitation, verify the recipient and original request with the requesting organization; do not assume a resend button, expiry period or resume function.
• For incomplete results, identify the outstanding source and needed evidence. A pending result is not a negative finding.
• For a confusing label, read the underlying search explanation and ask for account-specific clarification rather than treating it as an automatic decision.

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