Learn to work a pending verification request by closing it out with dates of attendance.
This session is intended for post-secondary institutions active with DegreeVerify.
Transcript
Focusing on completing a pending transaction, we will use this transaction as an example. You can click anywhere on that specific request to move on to the next screen. You will see we have the screen sectioned into request status and request details. Request status provides your school the next steps on how to complete the request by clicking manage request. Whereas the request detail shows the information provided by the requestor that will aid you along with your research as well as the transaction timeline. We suggest reviewing the request details for the student first to determine how you can proceed under the manage request drop down menu. This drop down menu is dynamic so you will see different options depending on request type, if there is a potential match or even if the requestor is looking for a specific degree.
We are going to complete the transaction by clicking close with dates of attendance. This will bring you to the student record page. This page is again broken down into different sections. We will start with student information. This information is pre-populated based off what the requestor has provided. Please review the information carefully and ensure that what is included matches the information that is in your school records. You will notice asterisks listed. This indicates a required field.
All requestors will provide the student's name and have the option of providing the student's date of birth. Only our contracted members will be able to provide the student's social security number. If a requestor provides the social security number in another field, for example, if they provided the social security number as part of the student's last name, we ask that you please not use the social security number because the requestor may not have obtained permission from the student in order to use it. While the social security number and date of birth are not required, we recommend that you provide them because they will be used as matching logic in our system for future inquiries.
If the student has a financial block, meaning they have an unfulfilled financial obligation to your school, please click the on for the financial hold. When the block has been identified, the requestor's verification will be closed as unable to respond and we will instruct the requestor to have the student contact your school so they may take care of the hold.
If the student has a FERPA block on their records, then please click the off button to turn on the FERPA block. The requestor will be prompted to provide the student's signed consent and the information will not be released until they do so.
The next section will be attendance information. You do have the option to uncheck no degree awarded which will allow you to add a degree if you need to. Here you will add in the dates of attendance. This is required and any additional information to complete the record. We will highlight the Privacy block setting which only applies to GDPR students. In order to use this block information it does require an addendum be signed with our legal team.
Pre-populated comments will always be available if there is additional information that you would like to pass to the requestor.
Once you have provided the complete record and all the required fields have been completed, then the submit button will appear and you can submit the record. The transaction will then be removed from your queue and you can move on to the next pending transaction.