Documentation
Client dashboard documentation.
Guides for running, tracking, and reporting on background checks through the Information Direct dashboard.
Guides
Walkthroughs for the background check workflow end-to-end - from credentialing your account to reading your first report and handling adverse action. Each guide is a self-contained reference you can bookmark and hand to a new hire on your team.
Getting started
Account setup, credentialing, and your first background check.
Read guide
First search checklist
Pre-order checklist for candidate details, release forms, and role scope.
Read guide
Choosing searches
Pick packages and add-ons by role without over-screening.
Read guide
Running a check
Package selection, release-form confirmation, and tracking progress.
Read guide
Release forms
Handle disclosure, authorization, and sensitive candidate documents.
Read guide
Order status and delays
Understand pending source work, candidate follow-ups, and escalation.
Read guide
Reading reports
Report anatomy, source attribution, and interpreting findings.
Read guide
Operations handoff
What happens when dashboard actions create staff-reviewed tasks.
Read guide
Adverse action
FCRA two-step adverse action process with state-specific overlays.
Read guide
Bulk orders
Operations-assisted CSV planning for high-volume hiring.
Read guide
ATS integration
Integration planning for ATS-friendly workflows and future automation.
Read guide
API readiness
Approved implementation paths for API, webhook, and SSO workflows.
Read guide