Enter Background Check Request

You can track those background check requests for your staff and volunteers in Roll Call as well as the results. This will allow you to easily determine who has a current check, obsolete or even a missing background check.

Once you have requested a background check, you can enter that information into Roll Call. It can be entered through the Background Check menu, or it can be entered from the person’s profile.

From Menu

To enter the fact that a background check has been requested, do the following:

1. Expand the People menu.
2. Click on Background Checks.
3. Click on the plus (+Add) sign in the lower right. The Background Check window will be displayed.

4. Enter the Last Name of the volunteer who the check is for. Press the tab key. A list of people with that last name will be displayed. Choose the specific volunteer.
5. Enter the Request Date. This is the date that the background check was submitted to your background check provider.
6. Enter department or ministry area that Requested the check.
7. Mark the box to indicate whether this check is for an Employee or Volunteer.
8. Choose the Type of Check. The standard options are Fingerprint, Background, Reference or Interview.
9. Indicate the Agency or Reference that will be performing the background check.

Once you’ve completed entering the information, click:

1. SAVE & CLOSE to save the information and close the window.
2. SAVE & NEW to save the information and clear the window to begin entering a new background check.
3. CANCEL to close the window without saving the information.

From within Person’s Profile

The background check request can also be entered through a person’s profile record. The first step to entering the background check information from a person’s record is to retrieve that record.

1. Expand the People menu.
2. Enter the Last Name of the volunteer to the right of the Quick Search drop down.
3. Double click on the appropriate person’s record.
4. Click on the Background Check link on the left sidebar.

To begin entering the background check request information, do the following:

1. Click on the +ADD button in the lower left corner of the section.
2. Enter the Request Date. This is the date that the background check was submitted to your background check provider.
3. Enter department or ministry area that requested the check.
4. Mark the box to indicate whether this check is for an Employee or Volunteer.
5. Choose the Type of Check. The standard options are Fingerprint, Background, Reference or Interview.
6. Indicate the Agency or Reference you will be using to perform the check.

Once you’ve completed entering the information, click:

1. SAVE & CLOSE to save the information and close the window.
2. SAVE & NEW to save the information and clear the window to begin entering a new background check.
3. CANCEL to close the window without saving the information.