Add Search - Adding Verifications to an Existing Order

Sometimes you may find that you need to add another verifications product to a file that was already submitted with that verifications product. Some of the reasons for this addition to the file could be:

• Applicant did not provide a specific number of previous employers that you need to do a thorough review of the background screen
• Additional years of employment history have been realized and more searches need to be added to the file
• Other professional licenses or professional references need to be added to the background screen for verification

Note: Once the original order has been submitted (whether via Applicant Invite or via Direct Order), you cannot issue a new applicant invite for any additional searches added to the file, so you will need to ensure you have the information for the new verification before you add it to the file.

So how do we add another verification to an order that has already been submitted? This is all based on the original method of the verification and whether it was an auto order or manual review.

Original Method Applicant Invite + Auto Order

(this workflow is the same for Original Method Direct Orders as well)

If the original method was sent via applicant invite with auto order selected for the order, you can add the additional verification/search to the order, but will be unable to send another applicant invite and will instead add the additional search to the file via direct order.

On the file view, click on +Add Search next to the verifications product you wish to add an additional search:

You will then be shown the previous search that was ordered (so you don't accidentally order the same verification twice):

And when you scroll below the "Previously Ordered" section, you will be able to enter the new verification information into the "Adding to the Order" section:

And then click the Next button, then Submit Order and the new product will be added to the order.

Original Method Applicant Invite + Manual Review

If the original method was sent via applicant invite with manual review selected for the order (and you haven't submitted the order by the time you discover you need an additional verification added to the file), you can add the additional verification/search to the order when you review the original order for submission.

Click Continue in the Ready to Order dashboard tile:

Click the Next button after you've reviewed the applicant's information on the next two screens:

On the verification screen, you can scroll down and click +Add Education (or employment, reference, etc.):

On the order summary page you can see the information you added:

And then click the Submit button to submit the order.

The information and opinions expressed are for educational purposes only and are based 
on current practice, industry related knowledge and business expertise. The information
provided shall not be construed as legal advice, express or implied. 

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