PreTrax
Instructions
April
2017
Welcome to the PreTrax
background screening system "getting started" instructions.
Conceptually, the system is used to launch background cases, review
any work-in-progress (WIP), review finalized cases and review
invoice details. Below are some basic instructions followed by some
illustrations that show the system.
To enter an
Order: Click on New Order, just below Home Tab, in the
upper left corner.
To invite an applicant to complete an Order: Click
on New Applicant Order, just below Orders Tab, in the upper left
corner.
For a list of Recently Received reports: Click on
one of the links under Recently Received Reports. Then click on the
Applicant ID to view the desired report.
For a list of Work in Progress: Click on one of
the links under Recently Submitted Reports. Then click on the
Applicant ID to view the desired report.
To view a list of older completed reports: Click
on the Applicants tab. Select "Received" in the dropdown menu
labeled Status. Enter a date range. Click on GO.
To find a report by SSN or Last Name: Click on the
Applicants tab. Enter the SSN or Name. Click on GO.
To review your invoices: Click on the Invoices
tab. Select desired date range from the dropdown menu. Click on
GO.
Need Help?
You can always call us at 440-247-1600
Below are some step by step images:
PreTrax, Inc.
Cleveland, Ohio 44022
P: 440-247-1600
F: 440-247-1611
TF: 800-281-5260
All Rights Reserved 2021, PreTrax, Inc.
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