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Disclosure of Criminal Records

As of Cobalt 3.11+, we introduced the application requirement to disclose ongoing or unknown criminal matters prior to beginning or renewing an application. 

Set Up

Certification Type:

Solicit Criminal Involvement - Yes/No flag that determines if you would like to display the criminal records question when going through the initial/continuing certification application process.

Settings:

  1. In Dynamics open the cog wheel on the top right and navigate to the Advanced Settings
  2. Open the Settings section
  3. Open the system's setting record (there should only be one)
  4. On the settings record locate the Criminal Disclosure Product lookup field
  5. Add a Product to charge portal users when they have a criminal data to disclose

Page Texts:

  1. Within Advanced Settings navigate to the Page Text section
  2. Create/verify the two page text records below:
  • /Certification/Disclosure/HaltCertification.aspx
  • /Certification/Disclosure/PendingCertification.aspx

Process

Initial/Continuing Certification Application:

When a portal user is attempting to apply or renew for a certification that requires you to disclose any criminal information you will have to answer the criminal disclosure question on the first page of applying for a certification.

The portal user will them have to add supporting documents

The criminal disclosure product will be added to the cart and the portal user can check out

On the portal staff will notice a change on the contact record for this portal user. On the contact record there is a new field called Criminal Matters. Once the criminal disclosure product is paid for the field will be set to "Under Review". In this mode, staff can do the following options:

  • Additional Info Required - Portal user will have to submit more supporting documents on the portal(This is done by clicking the "Apply for X certification" link on the portal)
  • Cleared - Portal user's current matters have been review and have been cleared to apply. Portal user can now apply for the certification normally.
  • Halt Certification - User has been denied the right to be certified. Portal User will not be able to apply for the that certification.

Side Note: Awaiting Payment and Info Required are used when the portal user is going through the process on the portal.