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- This is a no-go.
- There can only be ONE advisor and lead critic designated at each school.
- Do not list multiple people in these roles, or Salesforce will break..
All other roles
- Please ensure that no "TBA" or "unsure" notes are added to the email field.
- Because of the integrations, we can NO LONGER support MULTIPLE e-mail addresses in the field.
- Previous: email1@gmail.com, email2@gmail.com
- It must REMAIN a single VALID e-mail account.
Background Screening
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VerifiedFirst takes approx. 5 business days to fully process the background screening once it’s completed. Even if they’ve submitted the information, it takes up to (generally) 5 days for the data to be gathered/reviewed/decided via the adjudication process to fully complete. It’s NOT an immediate decision and then posted to Salesforce for reporting.
DocuSign workflow has 3-4 individual e-mails that are sent throughout the life of its workflow depending if they’re a lead critic or not..
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- Signer 1: Parent
- Signer 2: Critic
- Signer 3: Advisor
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Please monitor your daily reports (sent to the Program Director by default) for progress updates/decision outcome.
| Warning | ||
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Please remember that data anomalies can AND do occur from items entered into the school applications. You as the program admin need to be VERY aware while reviewing school applications PRIOR to approving them. The roles that can only have ONE e-mail address associated with them are:
If any of the above roles match another role in the school via e-mail address, data loss will occur and manual intervention will be required to correct. Make note of any records that are duplicated with e-mail address regardless of the name entered. Most of the matching is done via e-mail address - so if you have people adding the same addresses for multiple contacts, you need to correct that school's database IMMEDIATELY or there will be major breakdown in the automation. |
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