OTES Help Center – How to Initiate Adverse Action

1. Step 1. Click on the applicant’s name. 

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2. When a report is complete, you can initiate the Adverse Action from the Orange Tree ClientConnect Portal.

Step 2. Click on Start Pre-Adverse Action to initiate adverse action. 

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3. Step 3. Click Yes, that you are sure you want to start the Pre-Adverse Action process.

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4. Orange Tree will generate the Pre-Adverse Action letter and notify the candidate of the important documents to view in CandidateConnect.

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Here’s an interactive tutorial

https://www.iorad.com/player/1772648/How-to-initiate-Adverse-Action