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getting started with screening

Client Help Hub

This centralised hub brings together everything you need to get the most from Matrix Screening. From quick-start setup to advanced features, our guides are designed to help you and your candidates succeed – streamlining security screening, enhancing the candidate experience and maximising platform efficiency.

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How To Login and Submit Your DBS Application

Access this step-by-step walkthrough for candidates to successfully log in and submit their DBS application.

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How to Self-Register and Start your Application

This guide provides a straightforward process for candidates to self-register and start their application.

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How To Set Your Password and Login

A quick guide to setting up your password and logging into the Matrix Screening platform.

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How To Add a New Organisation

A step-by-step process for adding a new organisation to the Matrix Screening platform.

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How To Add Groups Within an Organisation

A step-by-step guide on how to add groups within an organisation, making it essential for users looking to segregate data or billing within an organisation.

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How To Configure Preset Job Roles for Organisations

Easily configure preset job roles within an organisation, so users can efficiently manage and assign roles.

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How to Add a New User

Add new users to the Matrix Screening platform.

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How to Add Additional Organisations to a User Account

This guide provides a straightforward process for managing user access to multiple organisations.

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How To Amend Default Admin Fees for Organisations

Read how Registered Bodies can amend default admin fees, allowing users to easily adjust their default service costs.

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How to Create & Amend Default Job Roles

This guide provides a straightforward process for creating and modifying default job roles within the Matrix Screening Admin Hub.

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How To Edit Default Comms Templates

Edit default communication templates, and ensure that your messaging aligns with your brand's voice and style.

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How To Add a System Banner

Make the platform your own! Add a system banner in the Matrix Screening platform.

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How To Amend Branding & Colours

Update your branding and colours in the Matrix Screening platform, ensuring your branding remains consistent throughout.

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How To View DBS Integration Transfer Logs

Access and view DBS Transfer Logs, an essential for users needing to manage or review screening data efficiently.

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How to View and Download Reports via SiSense

This guide provides a straightforward process for viewing and downloading reports, ensuring users can efficiently access and analyse important data.

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How To Invite Candidates to Submit Their Application

Invite candidates to submit their applications, and ensure a smooth and efficient recruitment experience.

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How to Send a Generic URL to Candidates

This guide provides a straightforward method for sending a generic URL to candidates outside of the platform, allowing you to invite individuals to register and submit their application.

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How To Edit an Application

Gain insights on editing application details, ensuring accuracy in candidate information

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How To Approve an Application

An easy process for approving applications in Matrix Screening, ensuring that users can efficiently navigate the approval workflow.

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How To Complete the ID Check on a DBS Application

An easy-to-follow process for completing the ID check on a DBS application, ensuring that users can navigate the system efficiently and accurately.

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How To Complete Section Y on a Standard/Enhanced DBS Application

Completing Section Y on a Standard or Enhanced application has never been easier.

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How To Add a Note on an Application

Quickly add notes to application records and ensure that important changes and updates are documented efficiently.

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How to View The Audit History of an Application

A straightforward guide for accessing the audit history of an application, ensuring users can easily track changes and updates.

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How to Flag a Query on an Application

This guide provides a step-by-step process for flagging and resolving queries within an application.

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How to Countersign an Application

This guide provides a step-by-step process for countersigning an application.

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How to Withdraw an Application

This guide provides a straightforward, step-by-step process for withdrawing an application.

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How to Track Progress of Standard/Enhanced DBS Applications

This guide provides essential insights on effectively tracking the progress of Standard and Enhanced DBS applications.

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How to View Completed Results and Download PDF Snapshots

This guide provides a straightforward process for accessing and downloading completed results from the Matrix Screening Dashboard.

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How To Download Candidate's Data to XML

A quick and easy walk-through on the process for downloading candidate data in XML format.

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