Managing Organizational Information

Organization Setup includes the following information to be managed my an account manager:

Subscription details. This is read-only information regarding the details of your subscription to the system.

Organization logo. This is an image file of your organization's official logo. The image should be set to a 1:1 aspect ratio (square). If necessary, you may need to place your logo into a square canvas area. You should also keep the image at around 200 by 200 pixels. If you have difficulty attaining this, contact POBITS support.

Organization details. This is basic contact information for you organization. Most of this information is used when sending automated messages to candidates and references.

Locale. This is where you declare your time zone and include your state name spelled out. The POBITS server is set to Eastern time and is updated for daylight savings time. Whenever POBITS places a time stamp on a record, it will adjust for your time zone based on the value you enter here. Simply enter a number, positive or negative, that represents your time zone relative to the POBITS system time. Think of POBITS system time as zero. In that case, California time would be -3, three hours less than Eastern time.

Blank Forms. Create a list of forms that will be provided to each candidate. Optimally, these should be Acrobat forms or MS Word documents with fill-in fields. These should be forms that you want every candidate to complete as part of the background investigation. The intent is for the candidate to download the form, complete it, and upload it back to the system. This will be dependent on the candidate's ability to access a scanner. If they do not have such access, then the completed forms can be delivered to the Investigator for upload. Note that today's network copiers often include the ability to scan to email, in which case the recipient receives a PDF document.

Blank Form Rules:

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Each form has an attribute called Display on Questionnaires. When checked, this form will be presented on all questionnaires completed by all references using the system. The primary intent of this function is to provide a Release Authorization, signed by the candidate that can be viewed by all persons completing a questionnaire.

•	The candidate will see the Instructions field. Be as clear and succinct as possible to ensure the candidate understand what to do with each form.

•	When a candidate is created, a copy of each form is placed into their record. If you change a form after a candidate is completed, you will have to modify the candidate's forms accordingly. You can do so on the Forms tab of the Candidate form.