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Safeguard Tasks let you manually track your background check process and results. 

Tasks consist of Task Descriptions and Task Statuses.

  • Task Descriptions describe tasks you're tracking related to background checks. For example: Signed Consent Form, Drive Church Vehicle, and Work with Children might be task descriptions. 
  • Task Statuses describe the results. For example, Yes, No, Pending, and Restrictions Apply could be task statuses.

You can enter comments for each task, which is helpful if you want to enter notes related to background checks or their results. You can also track dates on tasks, which is helpful if you want to track when a background check was completed so you'll know when to request a new one.

 To add a task description
  1. On the Home screen, click Define List.
  2. Under Safeguard, select Task Description.
  3. Click Add.
  4. Enter a task description, and click OK.
 To add a task status
  1. On the Home screen, click Define List.
  2. Under Safeguard, select Task Status.
  3. Click Add.
  4. Enter a task status, and click OK.


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