Two types of Primary ID can be entered on an ID Check - configuration option

Owned by Fiona Hardy, created
Last updated: Oct 25, 2023
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which allows two types of Primary ID to be entered on an ID check

When enabled, this provides the ability to add ID check information as follows:

  • One type of Primary ID and one type of Secondary ID
    OR

  • Two types of Primary ID and one type of Secondary ID

For example, this configuration would be used when a company’s guidelines dictate that acceptable Primary ID can take the form of one type of ID from list 1 OR two types of ID, one from list 2 and one from list 3

The ID types offered in each list is dependent on requirements - each list content can differ or entries can be duplicated, as required - although the same ID type cannot be selected more than once

To enable this configuration option (including the types of ID to be entered for each list), click here to contact Reapit Support

1. Select whether to add one or two types of Primary ID

From ID check screen:

  • Click Add New (and select New ID Check, where applicable)
    In Primary ID the option to select whether one or two forms of Primary ID are to be entered

Where one type of Primary ID is being entered:

  • Select One

Where two types of Primary ID are being entered:

  • Select Two

2. Add one type of Primary ID

From ID check screen:

  • Select One

    • Enter the Primary ID details

    • Enter the Secondary ID details

The options offered in the Primary ID and Secondary ID menus is dependent on business requirements & configuration

3. Add two types of Primary ID

From ID check screen:

  • Select Two

    • Use Primary ID 1 and Primary ID 2 to enter details of the two types of Primary ID

    • Enter the Secondary ID details

The options offered in the Primary ID and Secondary ID menus is dependent on business requirements & configuration

4. Reporting on ID types & inactive ID types

All ID check types can be reported on via Power Reports

When an existing ID type is no longer required, configuration settings allow these ID types to be marked as inactive - this prevents the ID type from being added to new checks while ensuring the check can still be reported on

From Power Reports:

  • Select type of Contact Report and select any required criteria, e.g. Office

  • From Linked Records, select ID Check, then check ID Type

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