Full User Guide

This document contains a comprehensive breakdown of how to use the CRC website. For a quicker introduction, please refer to our Quick Start Guide

Home Screen

The home screen contains customizable tiles that display information about your account and ongoing orders. You can modify the layout using the "Edit page layout" button at the bottom left of the page.

Key Tiles:

Applicant Quick Invite

  • The Applicant Quick Invite feature allows you to swiftly email applicants a link to an online portal where they can start filling out a search request. Note that when using this tile, you can only select a package—not individual products (à la carte).

Checked Individuals List

  • This feature displays a list of reports (orders). Users can easily view an order's status or access a completed report from this page.

I-9 Management

  • The I-9 Management tile allows you to easily create a new I-9 form for an employee. This form can be generated and filled out manually by the employer and employee, or sent to the employee via email to complete and sign Section 1 of the I-9. Note that I-9 form ordering is not enabled for accounts by default. If you're interested in this service, please contact CRC at 877-272-0266.

Find Orders

  • The Find Orders tile enables quick searches for orders using specific identifiers such as order number, account, SSN, name, state, or county.

Order By SSN

  • The Order by SSN feature (also known as "Quickscreen") allows for quick report ordering with minimal information—primarily just an SSN. This SSN search occurs before order submission. It requires manual selection of names and jurisdictions from the subject's address history to add them to the order.

Reports

  • The Reports feature offers users a comprehensive overview of their order status updates. For more details, refer to the Checked Individuals List section above.

Subject TAT

  • The Subject Turnaround Time tile displays TAT on a 1–5+ day scale based on the overall order.

Criminal TAT by county

  • The Criminal TAT by County tile displays our turnaround times (TAT) by county over the last 90 days. The TATs are color-coded to show durations ranging from 1 to 5+ days.

Single Sign On

  • The Single Sign-On tile enables a one-click login, connecting you directly to Escreen without requiring a separate login to the Escreen system. Please note that this service isn't enabled by default. If you're interested in this feature, contact CRC at 877-272-0266.

Contact

  • The Contact tile displays CRC's business hours and customer support contact information.

Announcements

  • This tile displays important updates and announcements from CRC.

Ordering

The Applicant Quick Invite tile on the home page is generally the simplest way to create a new order. However, CRC offers multiple ordering methods that can be found under the “Ordering” tab at the top of the page.

For a breakdown of the most commonly used ordering methods, refer to “Order Reports” in our Quick Start Guide.

If you're interested in using our Applicant Quick Invite feature but don't see the option in your account, please contact CRC at 877-272-0266.

Ordering Types:

Online Order

  • The Online Order feature enables users to manually select a package and initiate their candidate's background check.

Order by SSN

  • The Order by SSN feature (also known as Quickscreen) simplifies the order entry process and helps you thoroughly screen your candidate. It works by researching your candidate's address history using their SSN, then presenting that history to you in an easy-to-use ordering form.

Form I-9 Ordering

  • The Form I-9 Ordering feature allows you to easily create a new I-9 form for an employee. This form can be generated and filled out manually by the employer and employee, or sent to the employee via email to complete and sign Section 1 of the I-9. Note that I-9 form ordering is not enabled for accounts by default. If you're interested in this service, please contact CRC at 877-272-0266.

Batch MVR Order

  • The Batch MVR Ordering feature allows users to order multiple Motor Vehicle Reports simultaneously through a CSV spreadsheet upload, streamlining the process and eliminating manual data entry.

Quick MVR Order

  • The Quick MVR Ordering feature allows users to manually order up to 10 Motor Vehicle Reports at once. Users can enter the subjects' information and select a package for each report.

Batch Orders

  • The Batch Ordering feature enables submission of multiple orders simultaneously through an Excel spreadsheet or CSV file upload. Sample templates are provided to facilitate this process.

Screenings

This section covers various screening-related features:

Checked Individuals

  • This page offers a well-organized, comprehensive overview of all individuals who have undergone background screening. It empowers clients to efficiently manage, track, and review the status of screening reports. Key features include:
    • Order Overview - A concise overview of each individual's order, featuring direct links to the screening summary, HTML, and PDF report formats for quick and easy access.
    • Status Monitoring - Clear status indicators (e.g., "COMPLETE," "IN PROGRESS") that display the current state of each individual's report.
    • Flags - Visual indicators that highlight specific areas needing attention or follow-up, based on predefined criteria.
    • New Updates - Any new data additions or report updates will be highlighted with a "YES" notification for your awareness.
    • Data Export Options - Users can export reports in CSV or XLSX formats for detailed analysis or record-keeping.
    • Custom Report Generation - Create and manage custom reports tailored to your specific needs directly from this tab.

Managing Outstanding Invitations

  • This page allows users to efficiently manage the applicant portal. Users can easily resend invitations or cancel them as needed.

Manage Outstanding Applicant Invitations (Deprecated)

  • This page provides enhanced options for managing the applicant portal, offering users more comprehensive control over the process.

Lookup Orders

  • Users can locate specific orders using various filters, including: Order Number, Account, SSN, Name, Product State, and Product County.

Automated Rescreening Report

  • Automated rescreening allows the platform to automatically order products for rescreening at defined intervals. This feature can be configured for each individual product within a package. It's advised to contact CRC before implementing automatic rescreening for subjects.

Bulk Report Export

  • This section allows for users to export PDF reports via a .ZIP file. Users can filter by:
    • Accounts: Comma-separated list of accounts to export. Wildcards such as '%' are allowed.
    • Email link to: Email address where the completed export will be sent (only editable through account settings)
    • Start Date (required field): The earliest date for which to run reports (must be today or earlier)
    • End Date (required field): The day after the last date you want included in the report (i.e., up to but not including this date)
    • With Attachments: Select this option to include attachments with each exported report
    • Include CSV: Generate a CSV index file for each account, containing one row per report
    • Use Time Completed: Use time completed (default is Time Ordered)

Docs and Forms

This section provides access to a list of PDF documents that include client educational information, as well state-specific sample documents and notice/disclosure information. These documents can be accessed by clicking the document name.

End-User Templates (Sample Documents)

  • This section contains sample documents pertaining to specific services outlined in the end-user agreement. These include pre-adverse and adverse action notifications, an Individualized Assessment Form, a Reference and Employment Verification Form, and an Education Form.

State Specific Forms

  • This section contains a list of state-specific forms that require a consumer's consent for particular services.

State Specific Notices / Disclosures

  • This section includes state-specific notices and disclosures that may need to be sent to consumers, depending on their state of residence.

Client Education (Federal Agencies)

  • This section contains a curated list of educational documents from federal agencies. These documents provide guidance on compliance with background screening regulations.

My Account

Account Management

  • This section allows users to manage their company information, user accounts, and passwords. Users can also modify settings for email notifications, viewing permissions, and integrations.

Applicant Portal / Invitation Management

  • This section enables users to customize the email types their applicants receive during the initial invitation process. Users can also manage pending invitations and generate a CSV report of all invitations sent.

Invoices

  • Users can access the invoices section to view all previous invoices sent by CRC. The invoice date is displayed, and three different views of the invoices are available. All invoices can be categorized based on billing identifiers entered on the report:
    • Detailed - This view provides the most comprehensive information, including subject details, a breakdown of conducted products, and associated prices—encompassing all data from the other two views.
    • Summary - This view displays only the total billed amount and a breakdown of conducted components. It doesn't include any subject information.
    • Name Summary - This view combines the Summary view information with the names of screened individuals. Unlike the "Detailed" view, it doesn't offer an in-depth billing breakdown.

Reporting

  • Users can access the Reporting section to generate detailed metrics on the following topics:
    • Subject and Component Reports
      • Search Result Report
      • Search Results by Product Type
      • Subject / Applicant Information report
      • Pending Individual Report
      • Subject Alert Report
    • Billing Reports
      • Show Billing
      • Get Billing Data in CSV Format #1 (1 row per order)
      • Get Billing Data in CSV Format #2 (1 row per product)

Account Setup

  • Update Company Contact & Billing
    • From the menu, click “Admin”. Then, in the Edit information section, click “Go” next to Company.
    • You can update your company's contact and billing information on this page whenever necessary.
    • Update Personal Contact Information
      • From the menu, click "Admin". Then, click "Go" next to User ID in the Edit information section.
        • Update your personal information this page at any time
    • Optional Steps for Adding New Users
      • Select Admin from the menu on the homepage
      • Under the Add User section, click “Go”
      • Fill out all requested information.
      • Click “Submit”