Create a case in First Advantage from ServiceNow
Initiate the background check of the required candidate using invite or order from ServiceNow.
Before you begin
- Set up the First Advantage spoke
- Synchronise First Advantage accounts and packages with ServiceNow
- Create users in the User [sys_user] table. Background check can be performed only for these users.
- Role required: First Advantage admin or First Advantage user
Procedure
Navigate to All > First Advantage Spoke > Create New First Advantage Case.
Form to provide the First Advantage case details is displayed.
On the form, fill these values.
| Field | Description |
|---|---|
| Use Distribution Email for getting invite email from First Advantage | Option to send invitation email to all users in the distribution email. |
| Select User | User in the User \[sys\_user\] table. |
| First Name | First name of the selected user. The value is auto-populated based on the user selected in Select User. |
| Last Name | Last name of the selected user. The value is auto-populated based on the user selected in Select User. |
| Email address of the selected user. The value is auto-populated based on the user selected in Select User. | |
| Select An Account | First Advantage account to perform the background check. |
| Select A Package | First Advantage package to perform the background check. |
| Short Description | Brief description about the background check. |
| Agent Name | Agent to perform the background check. |
| Send Invite link | Option to send an invite email. When selected, a request to complete an application is sent to the candidate through an invite email. If this option isn't selected, an order email is sent to the user. An order record is created and request to provide essential details is sent to the candidate. Note:
|
| Use "Order As" | Option to place order on behalf of the required user. |
| Email \(Order As\) | Email ID of the required user. This field is available only when the Use "Order As" check box is selected. |
| Account ID \(Order As\) | Account ID of the required user. This field is available only when the Use "Order As" check box is selected. |
| User ID \(Order As\) | User ID of the required user. This field is available only when the Use "Order As" check box is selected. |
Click Submit.
A First Advantage task is created in your ServiceNow instance with State as Draft. The case can be accessed by navigating to First Advantage Spoke > First Advantage Cases.