Client Help Hub
Matrix Screening: How-to-Guides
Explore our practical how-to guides, created to support you as you get started with Matrix Screening. Each guide provides a quick refresher on the everyday tasks you’ll use most, helping you feel confident and in control from day one. If you would like to download the guides, please scroll to the bottom of the page, where you will find the PDF versions available for download.
Candidate Guides
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.
ViewHow to Self-Register and Start your Application
This guide provides a straightforward process for candidates to self-register and start their application.
ViewHow to Login and Submit Your Right to Work Application
Access this step-by-step walkthrough for candidates to successfully log in and submit their Digital Right to Work check.
ViewAdmin Guides
How To Set Your Password and Login
A quick guide to setting up your password and logging into the Matrix Screening platform.
ViewHow To Add a New Organisation
A step-by-step process for adding a new organisation to the Matrix Screening platform.
ViewHow 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.
ViewHow To Configure Preset Job Roles for Organisations
Easily configure preset job roles within an organisation, so users can efficiently manage and assign roles.
ViewHow to Add and Remove Additional Organisations to a User Account
This guide provides a straightforward process for managing user access to multiple organisations.
ViewHow 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.
ViewHow 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.
ViewHow To Edit Default Comms Templates
Edit default communication templates, and ensure that your messaging aligns with your brand's voice and style.
ViewHow To Add a System Banner
Make the platform your own! Add a system banner in the Matrix Screening platform.
ViewHow To Amend Branding & Colours
Update your branding and colours in the Matrix Screening platform, ensuring your branding remains consistent throughout.
ViewHow To View DBS Integration Transfer Logs
Access and view DBS Transfer Logs, an essential for users needing to manage or review screening data efficiently.
ViewHow 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.
ViewApplication Guides
How To Invite Candidates to Submit Their Application
Invite candidates to submit their applications, and ensure a smooth and efficient recruitment experience.
ViewHow 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.
ViewHow To Edit an Application
Gain insights on editing application details, ensuring accuracy in candidate information
ViewHow To Approve an Application
An easy process for approving applications in Matrix Screening, ensuring that users can efficiently navigate the approval workflow.
ViewHow 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.
ViewHow To Complete Section Y on a Standard/Enhanced DBS Application
Completing Section Y on a Standard or Enhanced application has never been easier.
ViewHow To Add a Note on an Application
Quickly add notes to application records and ensure that important changes and updates are documented efficiently.
ViewHow 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.
ViewHow to Flag a Query on an Application
This guide provides a step-by-step process for flagging and resolving queries within an application.
ViewHow to Countersign an Application
This guide provides a step-by-step process for countersigning an application.
ViewHow to Withdraw an Application
This guide provides a straightforward, step-by-step process for withdrawing an application.
ViewHow to Track Progress of Standard/Enhanced DBS Applications
This guide provides essential insights on effectively tracking the progress of Standard and Enhanced DBS applications.
ViewHow 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.
ViewHow To Download Candidate's Data to XML
A quick and easy walk-through on the process for downloading candidate data in XML format.
ViewHow to Send a Digital ID Check Invitation after an Application has been Created
Learn how to initiate and send a digital identity verification request to a candidate through the Matrix Screening portal.
ViewHow to Monitor and Manage Applications with a Pending Digital Check
Learn how to manage and resend pending digital identity checks within the Matrix platform.
ViewHow to View and Download Digital Identity/RTW Results
Follow this guide to navigate the Matrix Screening portal and access digital check results.
ViewHow to View Completed Right to Work Results and Download PDF Reports
This guide provides a straightforward process for accessing and downloading completed Right to Work results from the Matrix Screening Dashboard.
ViewDownloads: PDF versions of the guides are available below for download.
Candidate Guides
How To Login and Submit Your DBS Application
Download PDFHow to Self-Register and Start your Application
Download PDFHow to Login and Submit Your Right to Work Application
Download PDFAdmin Guides
How To Set Your Password and Login
Download PDFHow To Add a New Organisation
Download PDFHow To Add Groups Within an Organisation
Download PDFHow To Configure Preset Job Roles for Organisations
Download PDFHow to Add a New User
Download PDFHow to Add and Remove Additional Organisations to a User Account
Download PDFHow To Amend Default Admin Fees for Organisations
Download PDFHow to Create & Amend Default Job Roles
Download PDFHow To Edit Default Comms Templates
Download PDFHow To Add a System Banner
Download PDFHow To Amend Branding & Colours
Download PDFHow To View Standard/ Enhanced DBS Integration Transfer Logs
Download PDFHow to View and Download Reports via SiSense
Download PDFApplication Guides- PDF
How To Invite Candidates to Submit Their Application
Download PDFHow to Send a Generic URL to Candidates
Download PDFHow To Edit an Application
Download PDFHow To Approve an Application
Download PDFHow To Complete the ID Check on a DBS Application
Download PDFHow To Complete Section Y on a Standard/Enhanced DBS Application
Download PDFHow To Add a Note on an Application
Download PDFHow to Flag a Query on an Application
Download PDFHow to Countersign an Application
Download PDFHow to Withdraw an Application
Download PDFHow to Track Progress of Standard/Enhanced DBS Applications
Download PDFHow to View Completed DBS Results and Download PDF Snapshots
Download PDFHow To Download Candidate's Data to XML
Download PDFHow to Send a Digital ID Check Invitation after an Application has been Created
Download PDFHow to Monitor and Manage Applications with a Pending Digital Check
Download PDFHow to View and Download Digital Identity/RTW Results
Download PDFHow to View Completed Right to Work Results and Download PDF Reports
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