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Add Items for Personnel and Members

You can background check and requirement items in each individual's Safe Environment section. Make sure you've added keywords in the Background Check Descriptions and Requirement Descriptions lists.

To add safe environment items for an individual

  1. Locate the individual's record.
  2. In the navigation pane, click Safe Environment.
  3. Under Background Check or Other Requirements, click the add icon , and enter the background check or requirements information. If you set up templates, click Use Template to quickly insert the necessary background check items or requirements.

    Useful Information

    These lists use entries from the Background Check and Requirement Descriptions keyword lists.

  4. Click Save.

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