After an order has been submitted in the portal, if you find that you need to add an additional product or an alias to the order, you can use the Add to Order functionality.
Note: If your file order is older than 90 days, the 'Add to Order' button will not be active and you will need to create a new order for that applicant. Additionally, you cannot add duplicate products or searches.
Add to Order - Direct Order
Let's take a look at how to add to an existing direct order.
Access the report view of the file to which you need to add additional products or jurisdictions. Hover over the Order Details button on the right-hand side of the screen and click Add to Order:
Any products that cannot be added to the order will be grayed out and not selectable, however if you need to add an additional jurisdiction to the original products, you can still click add jurisdiction to add the new jurisdiction to the order:
Some searches cannot be added to existing orders depending on the original method of the initial order. For example, if a product is set up that only "direct order" method is allowed, then when you add to order on an "applicant invite" order, this product will be grayed out and not selectable. If you aren't sure why a product is grayed out on this screen, you can hover over the 'i' icon next to the product and there will be information on why that product is unavailable.
Add to Order - Applicant Invite
If the original order was sent via applicant invite, you can still add another product or search to your order, however you will have to complete it as a direct order, and cannot send the applicant invite to the candidate a second time.
What if my applicant has additional employers or other verifications that need to be added to the order?
In the event that the applicant has already submitted their applicant invite and you find that you need to have additional verifications added to the file you will need to follow the "Add Search" workflow found here.
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email ClientServices@VerifiedFirst.com