Read the organisation overview

Start with the summary #

Overview brings together check totals, work in progress and activity. In a demo, all figures are illustrative. In a real workspace, a total is a summary of the displayed scope, not a list of tasks you personally need to complete.

Use the action-needed area to find items requiring organisation input. A check being processed by ClearDBS or awaiting an applicant is different from a request waiting on your team. Open the underlying check before contacting an applicant.

Read the chart in context #

Check the selected period and the labels before comparing values. A change in date range or filter changes the population represented. Chart segments group workflow states; they are not official DBS results or guarantees of completion time.

Use Checks for record-level investigation. Searching for a reference is more reliable than estimating a count from a chart. If a filtered table does not match the overview total, clear the filter and compare the scope and period.

Use recent activity #

Recent activity explains what happened and when. Open an event where available to inspect its associated record. The latest event is not always the next action: an applicant may have completed one stage while another remains outstanding.

An invitation or notification event can mean the message was queued. It does not establish delivery or that the recipient read it. Look at the current invitation or check status before sending another reminder.

Choose the next step #

• Open Checks to investigate a specific applicant or status group.
• Open Members or Teams to review who is responsible.
• Open Billing for order and credit questions.
• Open Contracts for an agreement awaiting a named signer.

If the screen appears empty, confirm the selected organisation, filter and your access. Avoid creating a replacement check until you have searched for the existing reference.

Detailed walkthrough #

1. Decide what needs attention

Read Action needed from you before the totals. A high total does not tell you which request is blocked. Compare it with Active checks, then open Checks to identify the specific applicant and next action.

2. Read the stage distribution

Switch Check flow to Checks by status and compare the groups to see where checks are accumulating. It counts the checks started in the window you pick, not every check you have ever run. Several checks at the same stage may need different actions; use the chart as a starting point and confirm the next step on each record.

3. Follow an activity reference

Read the applicant name, check reference and time together in Recent activity. Match the reference before acting on a similar name. For a longer history or to investigate who made a change, use the Audit section.

Practise this section #

Open Help & tutorials, select this guide and choose Start practice walkthrough. Read each highlighted component before continuing. Use Back to revisit an explanation and Retry if a sample has not loaded. The walkthrough uses fictional records; do not enter real applicant information.

Use Exit tutorial to leave and keep your place, then Resume walkthrough in this guide to continue. When returning from practice to a real workspace, review the actual record and your permissions before making a change. Tutorial completion does not perform the underlying task.

Before using this guide #

Open Overview in the Organisation workspace. Use the totals as a starting point, then confirm any action on an individual check.

Worked example #

A large Active checks total with few actions needed from you can mean work is progressing elsewhere. Read the distribution and recent activity before deciding that the whole queue is blocked.

Guided component walkthrough #

Each component has one short guided step. Read the explanation, then choose Next; Back revisits the previous component. The cursor only demonstrates useful navigation or an explicit action. Replay action repeats that demonstration, and Skip animation keeps the explanation. Use this written guide for feature details.

Your checks, managed

• Your checks, managed: Action needed from you sits beside Active checks, Completed checks and Total applicants, so the one number waiting on you is never buried in the totals.
• Active checks: Active checks counts work still in progress. Read this alongside the next-action count: an active check can be waiting on the applicant or ClearDBS, so it does not always require your input.
• Completed checks: Completed checks is a summary count. Open the individual record to read its actual outcome and reference before using it in a recruitment decision. Demo completions remain sample workflow data.
• Decide what needs attention: Read Action needed from you before the totals. A high total does not tell you which request is blocked. Compare it with Active checks, then open Checks to identify the specific applicant and next action.

Check flow

• Check flow: Two views of the checks started in the window you pick. Checks over time draws what came in each day against what finished; the gap between the lines is your backlog. Checks by status groups the same checks by the stage they have reached.
• Read the stage distribution: Switch Check flow to Checks by status and compare the groups to see where checks are accumulating. It counts the checks started in the window you pick, not every check you have ever run. Several checks at the same stage may need different actions; use the chart as a starting point and confirm the next step on each record.

Recent activity

• Recent activity: The newest workspace events, each naming the applicant and the check reference. Audit holds the complete list.
• Read an activity entry: Each activity row combines an event, its subject and a time. Start with the event, confirm the named record, then use the time to establish the order of changes.
• Follow an activity reference: Read the applicant name, check reference and time together in Recent activity. Match the reference before acting on a similar name. For a longer history or to investigate who made a change, use the Audit section.

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