Castle Branch, Inc
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Transcript of Castle Branch, Inc
Castle Branch, Inc.
Making safe and informed hiring decisions
Presented by:
Katie GiacaloneClient Specialist
Session will be conducted in ‘Presentation Mode’
Attendee phone lines are muted
Questions may be submitted any
time
Q&A Session to follow
presentation; Any questions not
addressed during Q&A will be
answered via email after webinar
Note: Attendees with dial up connections will see a slower response.
Participant Instructions
Ask questions here
Key PointsKey Points
• Importance of Identifiers Importance of Identifiers • Advantages of submitting orders onlineAdvantages of submitting orders online• Advantages of retrieving orders onlineAdvantages of retrieving orders online• Why ordering online increases securityWhy ordering online increases security• Online Account DemoOnline Account Demo
Need the full name of the applicant The full date of birth of applicant is requested
• In most cases it is required
• Most records indexed by name and date of birth
The Social Security number of the applicant
• Used to run a Residency History
The current address of the applicant
• A cross referencing tool
The Importance of Identifiers
Advantages of Submitting Orders OnlineAdvantages of Submitting Orders Online
• Convenient Submitted immediately You control your own data Free and easy process
• Accurate Cuts down on errors Avoids processing delays Eliminates inaccurate product selection
Advantages of Retrieving Orders OnlineAdvantages of Retrieving Orders Online
• Ability to view orders as they are updatedAbility to view orders as they are updated• Can retrieve information 24 hours a day/7 days a weekCan retrieve information 24 hours a day/7 days a week• “ “Archive” abilityArchive” ability• Information can be accessed by multiple users Information can be accessed by multiple users
Why Ordering Online Increases SecurityWhy Ordering Online Increases Security
• Paperless information transferPaperless information transfer Faxing orders creates a physical record of applicant infoFaxing orders creates a physical record of applicant info
• Secure and long term storageSecure and long term storage ““Archive” functionArchive” function
• Controlled accessControlled access Unique user names and passwords for each individual userUnique user names and passwords for each individual user
• Thawte secureThawte secure
Online Account DemoOnline Account Demo
• Submitting OrdersSubmitting Orders
• Retrieving OrdersRetrieving Orders
From the CastleBranch home
page, click the“Order Online”
tab.
Click“Submit OnlineOrder Request”
Next, enter youruser name andpassword and click “submit.”
For demo purposeslets use:
username: AS70password: demo
* Note *
Passwords are casesensitive
Next, enter theapplicant's indentifying
information andclick “Continue.”
This is your order from request.
Let's select the“Standard Package”
from the list andclick
“Order My Package”
Now you will be askedto enter the requireddata for each searchthat is a part of your
package.
This is an example ofwhat is required
for a county- criminal search.
Once you have completedentering the data you
will be brought back tothe order form request.
If you are done with theapplicant, click “Continue.”
To edit information or delete an item,
click the respective icon
* Note *
All items orderedwill be shown to
the right.
1.If everything appears correct, enterany special
instructionsor notes and click
“Submit Order.”
2.Examples of
“notes” include
“Rush Order”“International
Order”
This is your orderconfirmation.
Click above to print your order
Click here toeither retrieveorder results orto place a new
order
Click“Retrieve OnlineOrder Results”
1.
This is your main accountscreen. From here you haveseveral options
2.First let's click
“All Orders.” Thiswill display a list
of all the applicants and the
status of thesereports
1.
Information can besorted by clickingon the tabs above
each column.
2.Note the “Record Scan”
column. This will indicate if a background
check requires yourattention to review.
Let's view John Smith'sresults. Click on his name
1.Here we have theorder details of
John Smith'sbackground check.
Here you can view a real-time status of
the results
2.Click here
to view results in a PDF
format.
“Search” allowsyou to search for
a particularapplicant.
Here you can view
the orders you have“hidden” from yourmain order screen.
Using the icons above, you can
“un-hide” or“delete” an order.
Orders will be “Archived”after being
completed forat least one
year.
Questions and Answers
Provided by:Katie Giacalone
Client Specialist
888-723-4263 Ext. [email protected]
What to RememberWhat to Remember
• Ordering online is convenientOrdering online is convenient• Ordering online is accurateOrdering online is accurate• Ordering online is secureOrdering online is secure
ThankYou
