Enter Background Check Results

Once your ministry receives the results from the background check, you can enter those into Roll Call as well. They can be entered through the Background Check menu, or it can be entered from the volunteer’s profile.

From Menu

To enter the result, do the following:

1. Expand the People menu.
2. Click on Background Checks.
3. Enter the volunteer’s last name to the right of the Quick Search drop down.
4. A list of all the background checks for people with that last name will be displayed.
5. Double click on the specific background check that needs to be updated with the results. Enter the following result information:
6. Enter the Report Date provided by the background check agency.
7. Select the Report Result that is applicable based on the report.
8. Indicate the Clearance Level, or what age ranges this volunteer can work with based on the specific results of this background check.
9. Choose the Overall Clearance Level for this volunteer. This level for the individual may be different based on multiple background checks.
10. Enter the Report Text from the report provided by the agency. This is a free format text area. Once you’ve completed entering the information, click:
11. SAVE & CLOSE to save the information and close the window.
12. SAVE & NEW to save the information and clear the window to begin entering a new background check.
13. 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.
5. Double click on the specific background check that needs to be updated with the results. Enter the following result information:
6. Enter the Report Date provided by the background check agency.
7. Select the Report Result that is applicable based on the report.
8. Indicate the Clearance Level, or what age ranges this volunteer can work with based on the specific results of this background check.
9. Choose the Overall Clearance Level for this volunteer. This level for the individual may be different based on multiple background checks.
10. Enter the Report Text from the report provided by the agency. This is a free format text area. Once you’ve completed entering the information, click:
11. SAVE & CLOSE to save the information and close the window.
12. SAVE & NEW to save the information and clear the window to begin entering a new background check.
13. CANCEL to close the window without saving the information.