Which view allows an agent to search for our client's dashboard?
Customer View
Use the "Switch to" tab on the far right of the Business Owner view.
What part of a candidate's profile contains the Candidate's personal information such as profile number, SSN, DOB and profile status.
Applicant Information
When viewing a candidate's profile, this will be the top section of the page.
Locate the customer dashboard for Gulfstream-Savannah Corp.
Steps:
1. Switch to Customer View
2. Type Gulfstream Savannah in either field
***Typing key words from a customer's name into the bottom field will populate results in the top field.
3. Press green "Go" button
4. Congrats! You found me! ππ
Which Icon houses client directives?
The Info Man
Located in the top right corner of any customer's dashboard.
What area shows the orders within a candidate's profile.
Services Ordered
When viewing a candidate's profile, this will be the middle section of the page.
Locate the customer dashboard for Shamrock Foods - Pre Employment.
Steps:
1. Switch to Customer View
2. Type Shamrock Foods in the bottom field.
3. Press green "Go" button
4. Next, select Shamrock Foods Pre-Employment from the list provided in the top field.
***Typing key words from a customer's name into the bottom field will populate results in the top field.
5. Congrats! You found me! ππ
Where is the profile documents hyperlink located?
It is located in our "Link List" at the bottom of the Applicant Information section.
Where can a candidate's application process be tracked within a profile.
Applicant Portal
This feature allows you to view real-time updates of when a candidate has accessed or completed any section of the background check invitation.
Locate the customer dashboard for the City of Vacaville.
Steps:
1. Switch to Customer View
2. Type City of Vacaville in either field
***Typing key words from a customer's name into the bottom field will populate results in the top field.
3. Press green "Go" button
4. Congrats! You found me! ππ
Locate this candidate using the following profile number.
2026050514968573
Steps:
1. Use the Business Owner view
2. Toggle the search parameters from Orders to Profiles
3. Enter the profile number into the search field
***Ensure the search scope is set for profile #.
4. Press the magnifying glass
5. Congrats! You found me! ππ
Bonus β
Where would you click to close the candidate's profile?
Close Profile
This tab is located at the bottom of the page and must be clicked each time you exit a candidate's profile.
Locate the customer dashboard for Majestic Care of Kent.
Steps:
βThis customer is on the ACCUTRACE Aurora platform
1. Switch to Customer View
2. Type Majestic Care of Kent in either field
***Typing key words from a customer name into the bottom field will populate results in the top field.
3. Press green "Go" button
4. Congrats! You found me! ππ
Locate this order using the following Order number:
140672579
Steps:
1. Use the Business Owner view
2. Ensure the search parameter is set to Orders
3. Enter the Order number into the search field
4. Press the magnifying glass
5. Congrats! You found me! ππ
Bonus β
When viewing a candidate's profile, where can you find their customer affiliation?
The Working Customer
This field is listed at the top right corner of a candidate's profile page and identifies the company associated with their background check.
Locate the customer dashboard for CareOne@Valley.
Steps:
βThis customer is on the ACCUTRACE Aurora platform
1. Switch to Customer View
2. Type CareOne@Valley in either field
***Typing key words from a customer name into the bottom field will populate results in the top field.
3. Press green "Go" button
4. Congrats! You found me! ππ