Entering Universal Background Screening Requests Using VSys Live
New volunteers who apply using VSys Live can have their background check requests automatically created by their application.
Set up VSys Live application
On your VSys Live online application for new volunteers (or applications if you have more than one),
Place the field Universal Screening --> Package on the application. (It doesn't matter where on the application you place it since it will be invisible to the volunteer.)
Right-click on the field and select Hidden in VSys Live.
Right-click on the field again and select Set default value. Choose the Universal Package to be used: this value tells Universal what types of checks to run and how the billing should be handled.
Place the field Universal Screening --> Status on the application. (It doesn't matter where on the application you place this one either.)
Right-click on the field and select Hidden in VSys Live.
Right-click on the field again and select Set default value. Choose Ready to send if you want VSys to send these requests to Universal at the first opportunity, or to On hold if you want to manually review these before they're sent to Universal.
Place the field Universal Screening --> Purposeon the application. (It doesn't matter where on the application you place this one either.)
Right-click on the field and select Hidden in VSys Live.
Right-click on the field again and select Set default value. Generally you'll select Volunteer here.
Note that you can safely ignore the warnings about Purpose and Package being required fields; the settings you've made above will ensure that they are not left blank by putting in values behind the scenes.
Click on Edit application properties (upper-left corner).
Scroll down to the bottom to the Options panel, and change the value for Create/reuse Universal Screening to Create a new one even if one exists.
Save the application's properties and its layout.
What does this do? Whenever this application is completed online via VSys Live, VSys creates a new background check request with the Package and Status you set. These fields aren't visible to the volunteer online, but VSys knows they're there and uses them to let you set the options for these requests.
