OTES Help Center – How to View Results in Progress and the Final Report

1. Click on the Candidate Name to view a high level overview of order details. 

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2. The SSN and Date of Birth are masked throughout the portal and report. 

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3. All the completed services and results are viewable as they are received. 

Green means no records, or discrepancies found. 
Red means a discrepancy was found. 

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4. Click on the ‘Complete’ icon or service to view the results. 

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5. Here we see a discrepancy, a record was found. 

Click on the ‘Complete’ icon or service to collapse details. 

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6. Click on the ‘Complete’ icon or service to view the results of another service.  

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7. Here we see a discrepancy, the information provided for a verification did not match.

Click on the ‘Complete’ icon or service to collapse details. 

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8. A comprehensive report of all completed services is available under’Attachments’. 

Click on ‘Report’ to download a pdf copy of the final report. 

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9. The first page of the report will provide the candidate’s name, your company name, and the location the order was submitted under.

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10. The ‘Personal Data’ section, provides the information that was received for the order. 
The dates when the order was received, completed, and sent are also provided. 

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11. The ‘Summary’ section provides all the services ordered. 

A status of ‘Complete’, or ‘Pending’ and service level results are provided for each service. 

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12. You will have the ability to view the details of each service completed.

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13. All criminal results follow the same reporting format: the area searched, name searched, completion date and service result.

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14. All employment and education verification services have the same reporting format.
The city and state the employer/school is located, details on who verified the information, and the service completion date is provided. 


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15. The ‘Provided’ column is the information provided for the order.

The ‘Actual’ column is the information verified. 

Any discrepant information will be in bold font.

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16. This concludes the ‘How to view results and final report’ tutorial. 

Thank you! 

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Here’s an interactive tutorial

https://www.iorad.com/player/1772620/How-to-view-results-and-the-final-report-