How to add new checks to an order

You may want to add criminal, verifications, or health screening to an order. Please read below on how to do this.

Pre-requisites:

1. You must have permission to add new files to Vetty to be able to add new checks.
2. You must also have items added into your account as a la carte options to perform this action. Please write into your CSM or support@vetty.co to add items to your account if this is needed. Please be sure to include the items you'd like added into your account in the email. 

Process:

Once a file has gone into progress, you will be able to add new items to the file with Add New Checks. (This can be performed on files in Clear, Reviewed, Review Needed Pre-Adverse or Adverse status as well). Additional charges may apply to any new checks added to an order.

To add new items to the file: 

1. Click on the file of the person you would like to add items to. 
2. Click on Add New Checks at the top of the file
   
3. You will see 2 sections: Background Screening and Health Screening
   
4. Select the item that you would like to add to the order.
   1. Most items will have sections of additional information that you must fill out in order to complete your selection. Fill out the applicable fields and click
      ✔️ Add
   2. You can add multiples of the item here. If complete in your additions, click Return to checklist
      
      
5. Continue selecting items and following the steps above.
6. When finished, click Next at the bottom of the menu. 
   
7. You will be shown an order summary of the items you have placed. You can select ✔️ Confirm and Place Order if complete, or ✖️ Cancel to return to selecting items. 
8. The page will refresh and you will be shown a success message. The new items will be added to the file.
   
   1. If the file was in a completed status, the order will move back to In Progress automatically.