Initiate background verification in First Advantage from ServiceNow using order

Initiate background verification of the required candidate by sending an email requesting for the essential information.

Before you begin

• Create a case in First Advantage from ServiceNow
  Note:

  Ensure that the Send Invite link and Use "Order As" options aren't selected.
• Role required: First Advantage admin or First Advantage user

About this task

An order is initiated when First Advantage has all basic information about the candidate and requires only some essential sensitive information.

Procedure

1. Navigate to All > First Advantage Spoke > First Advantage Cases.
2. Search for the required task.
3. Ensure that the Send Invite link and Use "Order As" options aren't selected.
4. Change the State of the task from Draft to Ready.
   • The First Advantage - Candidate Background Verification using Order flow is triggered.
   • State is changed to In Progress.
   • In the Order History tab, a record is created and its details such as Order ID, Number, Short Description and so on, are populated.
   • Real-time updates and System Administrator events are displayed in the Order Details tab.
     Note:

     The Order History tab displays all the order records created for the user.
   • An order email is sent to the candidate.

Result

A mail is sent to candidate requesting only the sensitive information. Real-time updates and guest events are displayed in the Order Details tab. First Advantage approves, cancels, or rejects the task after performing the background verification.

Note:

You must set up the webhooks to receive the guest event updates. See Set up First Advantage webhooks for information on setting up the webhooks.