Background
Screening Services
from Praesidium
User Guide
Consent2Screen User Manual
ABOUT CONSENT2SCREEN
05.2011
Praesidium, Inc. is pleased to introduce Consent2Screen.
This manual explains how to use Consent2Screen to:
1) Send email requests for Applicants to complete online consent forms
2) Send email requests for Applicants to complete online consent forms and automatically initiate background-screening services when their online consent form is complete
3) Initiate background-screening services online without requesting consent forms of Applicants via email (for when you have a paper consent form).
Instructions for the above are included in this guide.
You must already have a Praesidium, Inc. Background Check account with a User Name and Password to access Consent2Screen. If you do not have this information, please contact Praesidium at 817-801-7773 or [email protected]
prior to using Consent2Screen.
SYSTEM REQUIREMENTS
Operating System: Windows XP or Higher, MAC OS-X or higher
Web Browser: Internet Explorer 7.0 or higher, Firefox, Safari and Chrome compatible
Java: Latest version from www.java.com
(minimum version 6.22)
Adobe Acrobat Reader: Latest version from www.adobe.com
(minimum version 9.0)
Pop-Up Blocker: Disabled
Firewall Software: Disabled until system tested for functionality
High-speed Internet Connection
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HOW TO LOGIN
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1. Open a new browser and go to the Consent2Screen website:
https://www.consenttoscreen.com/apps/praesidium
. If you have a popup blocker, change your status to “Always ALLOW POP UPS from this site”.
2. Enter your User Name and Password. (Existing Customers: This will be the same User Name and Password you use for the old site.)
NOTE: For security purposes, you will be prompted to change your password every 90 days. If you get an error message or security message when you try to login to
Consent2Screen, please go to https://praesidiuminc.clearstar.net/CSGE/Default.aspx
and login with your Username and password. You can change your password from this page, then logout of that area and return to Consent2Screen to request consent forms or order checks. Please contact Praesidium at 817-801-7773 if you need any assistance changing your password.
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3. A new window should generate showing the “Request Summary Dashboard” view. If prompted, set this page to also ALLOW POP-UPS.
4. From here, you may search for applicants, track-pending requests, and view completed requests/screenings.
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ADD REQUEST
05.2011
1. To begin sending requests for consent forms and initiating services, click on “Add
Request”:
2. You have two accounts for your organization. One for ordering Volunteer checks and one for ordering STAFF/EMPLOYEE checks. Select the account you are ordering the request for. (In other words, is this person applying to be an employee or volunteer?)
3. Your “Add a Request” Screen will now have two options:
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You may choose to either: a) “Initiate a Background screening on an applicant” which will include the consent form and initiate screening services, or b) “Obtain a signed consent form only.”
A) INITIATING CONSENT FORM AND SCREENING SERVICES
1. When selecting “Initiate a background screening on applicant” you have three choices as pictured below:
CHOICES FOR APPLICANT ENTRY:
“Invite the applicant to enter all personal information and complete a consent form”
This is the easiest and most time saving option for our clients. When choosing this option you will send an email to the applicant asking the applicant to complete a consent form online and provide the personal information required for the screening services you may order.
“Fill in applicant information and invite applicant to complete a consent form”
With this option, you will enter all the required data to complete the screening process. The applicant will complete only the consent form.
“Fill in applicant information, consent form has already been obtained”
This option is for those clients who already have signed paper consent forms and would like to order background-screening services only. This may be useful for clients who are re-running background checks for current employees and/or volunteers.
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2. Fill in the Applicant Profile information.
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3. Some clients will have the following additional options:
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4. By clicking submit, a draft of the applicant's profile will be created and you will be re-directed to the screening services order page.
5. Click Cancel to return to the summary page without creating a draft for this profile.
6. After submitting, you will have an opportunity to edit the applicant information if needed. Just click on the “pencil and paper” icon (as shown below). You will be taken back to the previous screen to make your edits.
7. If known, you may enter any “Alias” names known here. Remember, “Alias” names can be maiden names, misspellings, etc. This information is optional for entry by you or can be completed by the applicant as noted by the “person” icon
(as shown below).
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8. From the next window, you will order background-screening services. Services may be pre-selected for you depending on how your account was set up.
9. Select the desired services then click add. If you do not click add, the
consent form will still be sent however, services will not be ordered.
NOTE: Your services may differ from the screenshots below. If you have questions about which services to order, contact Praesidium at 817-801-7773.
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10. You will see all services ordered after you have clicked add.
11. Review your order and add more information if necessary.
You may delete any services by clicking on the “gear” icon at the right of the service (see red arrow).
A “person” icon indicates applicant will fill in all required data (see orange arrow).
Any services that are listed in red require more information from you (see yellow arrow). Click on the “paper” icon to the right of the service (see green arrow) to add more information. Then fill in the information.
NOTE: You will always have to follow this extra step for INDIVIDUAL
COUNTY checks and STATEWIDE COUNTY checks.
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12. When you have finished adding services and orders to the Applicant Profile, read the Authorization Statement and click Submit.
NOTE: The authorization statement is pre-selected to agree.
If you are not ready to submit the order, click delete to remove the profile from the system. Click cancel to go back to the summary screen where you can view and edit this profile at any time.
13. Once submitted you will receive a confirmation that the request was successfully sent to the Applicant via email.
14. Applicants will immediately receive an email with instructions on completing the consent form. Depending on services ordered, the email will be similar to this:
Dear John Doe,
Thank you for your interest in ________. Please complete the online background check consent form within 24 hrs.
Accessing the Screening System
Click this web address (or copy and paste into browser) to complete your personal information and consent for background screening: https://www.consenttoscreen.com/apps/request/160/75d0c792315b7e87b963c09bc73eebad
Your email address is your username
Your access code is: 38996347
Please have the following information available to complete the process:
Social Security Number
Driver’s License Number
Current county of residence
University contact information to verify degree (if applicable)
Previous employer information for verification (if applicable)
Previous states and counties of residence
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15. Each applicant will receive a proprietary code to use to login to the system.
They may enter the site as many times as they wish, but once they click submit they will no longer be able to access the site.
B) OBTAIN AN ONLINE CONSENT FORM ONLY
1. Select your account.
2. Select “Obtain a signed consent form only.”
3. Enter the Applicant information and click “Submit”.
4. On the next screen you will get confirmation that the email request was sent to the Applicant.
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SUMMARY DASHBOARD
05.2011
From the Summary Dashboard you can monitor the progress of all of your requests.
Click on the numbers in any of the columns to view the requests in that category.
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VIEWING CONSENT FORMS AND SCREENING RESULTS
05.2011
To print or view the completed consent form or the completed background screening report, you may either search for the applicant or use the Summary Dashboard.
SEARCHING FOR APPLICANT:
You may search for an applicant by:
Name
Last 4 of SSN
Number
ID
1. Enter the data in the search box, select search criteria, the account (if you have multiple accounts), and click Search.
2. Click on the View PDF icon to open either the consent form or the report. A new window will open asking you would want to save the file or view it.
NOTE: Completed consent forms contain a wet signature as well as the criminal questionnaire. You are responsible for keeping personal information in a safe and
secure location.
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