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Tip
Where required/enabled, the Identity Check screen also allows Landlord Registration and/or Right To Rent check information to be entered, these guides provide more information: Logging Landlord Registration information (UK only) Right to Rent (RTR) ID check - configuration option

1. ID Check icon

ID can be viewed/entered on an applicant, vendor, tenant, landlord or contact screen - shown top left of the record

From applicant, vendor, tenant, landlord or contact:

The Identity Check icon colour/type depends on its current status
Hover over the link to display its current status
Click the ID Check link to view the ID check screen, shown below
How the ID Check screen appears is dependent on configuration
For example, the left side of the screen is only shown when ID expiry functionality is enabled
When this is enabled, the panel on left displays information regarding current ID, details of ID that needs checking plus ID that is due to/has expired and/or failed

2. Add new primary & secondary ID details

From the ID check screen (shown above):

Click Add New (top left) and select New ID Check
Where enabled, Landlord Registration and/or Right To Rent check information can be entered, these guides provide more information: Logging Landlord Registration information (UK only)
Right to Rent (RTR) ID check - configuration option

From the Primary ID or Secondary ID field:

In Primary ID or Secondary ID - select the ID type
When selecting Passport and configuration is setup to allow the passport number to be entered, it is advised to use the MRZ passport code validation tool, outlined here: MRZ passport code validation when entering ID (available from version 12.177)
Where document expiry is enabled
Expiry: click the calendar icon and select the date the ID expires
Depending on configuration - both or either of these options can be enabled
In Details, enter the ID details (e.g. passport number)
In Document click Upload file to upload an electronic format ID document
Either details or a document usually need to be entered in order to save the ID detail
Click Save (top right)
The ID details are saved
Dependent on configuration, when returning to the ID Check screen, the details may be read-only (as shown below)

3. Complete ID Check status (where required)

The status of the ID check process is logged at the top of the screen

ID Check Status: choose from the drop down list to identify the current status of the ID check process
Options are Unchecked, In Progress, Successful, Failed
Enter the Date and who the ID was Checked by
Click Save to update the ID Check status

Tip
Once ID is saved as Successful, a Cancelled option may be made available

Tip
From version 12.181, ID Check reporting functionality has been enhanced to include more criteria options plus the ability to run ID Check reports as a report type, rather than as a sub-report within a contact record - click here for more information: ID check report enhancements - including RTR & Landlord Registration reporting

ID check information can be reported on using Power Reports

From main menu:

Click Reports, then Power Reports and select the report type of Contact Report
Select contact related criteria to narrow down the results returned in the report
For example, select Office and choose which office/s to report on
To allow ID related criteria to be used in the report - from Linked Records, click ID Check

The ID Check sub-report is added to the contact report criteria:

Use the criteria options shown to narrow down the contacts returned
Criteria options offered depends on configuration (for example, the RTR criteria shown below is custom criteria, added for Right To Rent reporting purposes)

To report on contacts where ID does not exist:

Example

Running this report will return contacts from the current office that do not have any ID entered

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