🔎 Tracking Your Check Requests

🔎 Tracking Your Check Requests

The Check Requests page is your central hub for monitoring every background check you've submitted. You can see the status of all requests, filter by different criteria, and drill into individual checks for full details.

🔑 Who can access this: Owner, Administrator, Manager, Verifier (own requests only)

📋 The Check Requests List

Click Check Requests in the sidebar to see your list. Each row shows:

  • 👤 Candidate Name, Email, and Phone
  • 🏷️ Status — Current stage of the check (Invited, Collating Report, Completed, etc.)
  • 📊 Reports Progress — e.g. "2 of 5 reports completed"
  • 📅 Request Date and Due Date
  • 💳 Credits — Credits allocated for this request

🔍 Filtering and Searching

  • Search — Type a candidate name, email, or request ID in the search bar
  • Filter by Status — View only Invited, Completed, Closed, etc.
  • Filter by Date — Narrow down by date range
  • Sort columns — Click any column header to sort

📄 Viewing a Request in Detail

Click any row to open the full details of that check request. You'll see:

  • 📅 Request date and due date
  • 🔗 The candidate's personal invitation link (in case they need it resent)
  • ✅ A list of all selected checks and the status of each one
  • 📊 Credits allocated, consumed, and refunded
  • 📧 Report settings (who receives the final report)
  • 🕐 Activity Timeline — A full log of everything that has happened on this request
  • 🤝 Partner assignment (if one has been assigned)

🕐 The Activity Timeline

The Activity Timeline at the bottom of each request's detail page shows a chronological history of all events — status changes, candidate actions, partner uploads, credit movements, and system updates. This is your audit trail.

💡 Tip: If a candidate says they didn't receive their invitation, find the request in this list, open it, and copy the Candidate URL to share with them directly.

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