Review the Status of Background Checks
Organization Account
To review the status of current background checks, you can:
Click on the “Background Checks to Review” link on your Administrative Home Page
Go to People, then select “Review Background Checks” found in the sidebar menu under Volunteers >> Background Checks
Enterprise Account
To review the status of current background checks, you can:
Click on the “Background Checks to Review” link on your Administrative Home Page
Go to People, then select “Review Background Checks” found in the sidebar menu under Background Checks
Manage Expired / Expiring Background Checks
Organization Account
To review expiring and expired background checks, you can:
Click on either the “Expiring Background Checks” or “Expired Background Checks” link on your Administrative Home Page
Go to People, then select “Expiring Background Checks” or “Expired Background Checks” found in the sidebar menu under Volunteers >> Background Checks
Enterprise Account
To review expiring and expired background checks, you can:
Click on either the “Expiring Background Checks” or “Expired Background Checks” link on your Administrative Home Page
Go to People, then select “Expiring Background Checks” or “Expired Background Checks” found in the sidebar menu under Background Checks
Reporting on Background Checks
When running the Personal Profile Raw Data Report, you can scroll to the “Background Checks” section to export the background check information about your volunteers.
Search for Volunteers by Background Check
Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include
Click the [Add Search Criteria] button
Search Type: Select “Background Check” from the dropdown list
Select the Match Type (The options displayed will depend on what type of background checks you have setup with Sterling Volunteers)
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search