VSys One: Volunteer Management Software

Universal Background Screening Preferred Configuration

While there are many ways to configure VSys to work with Universal Background Screening, these represent the recommended and preferred way of doing it.

Creating background check requests

Use VSys Live applications to create "Universal Screening" certifications, with either a status of "Ready to send" or "On hold".

• If "On hold", have a mechanism set up to check these applications (using the Applications Approval Manager, usually) to then change their statuses to "Ready to send" or "Cancelled".

Sending requests to Universal

Use the scheduled task, "Background check synchronization" as below. Set Vendor to "Universal Background Screening", Action "Send" ("Retrieve" is not applicable for Universal). Vendor login ID, Password and Password verify as appropriate??

Retrieving results from Universal

This is handled automatically: Universal returns the results directly to you rather than your retrieving it explicitly.

Scheduled task group setup

Configure a task group with these tasks. The exact schedule is up to you: you may want to send/receive more often, or every day.

It's important that someone be notified about the results of these tasks: any issues in sending (usually bad volunteer data) could go unnoticed for quite a while before you noticed that someone hadn't been sent out. Getting the notifications log will keep you updated on what's actually happening.

Finally, ensure that VSys is running its scheduled tasks on a regular basis; your IT department can help with this.