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Note

The process for overriding an ID check (introduced in AgencyCloud version 12.146) differs between using version 12.146-12.156 & 12.157+, the instructions below cover both processes

From AgencyCloud version 12.160, a manual override on an ID check can be carried out without entering any required ID data in the Primary and/or Secondary ID field, click here for more information:
No data needed when carrying out manual override ID check

1. Manually overriding a check

From a contact record:

  • Click Identity Check to access the ID Check screen

  • Click the link beside ID Check

    • Version 12.146-12.156: click Identity Check Override and mark the check as Passed or Failed

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    • Version 12.157+: click Identity Check Override

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2. Add override notes

The prompt to add notes is automatically displayed

  • Add override notes

  • Click Accept

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3. ID check complete

  • Version 12.146-12.156: ID Check status now shows as Successful/Failed (manual override)

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  • Version 12.157+: ID Check status now shows as Approved by Identity Check Override

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Tip

Override notes are shown in the panel to the right, along with who made the manual override and the date it was done

Manual overrides (and any ID changes) are also logged in the Activity Feed on the contact record

Info

The manual override option is available on new and existing checks, including those that have already expired or are cancelled

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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When using a third party for ID checking - this configuration option allows a user to manually override the check - marking it as passed or failed

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