Step 1: Confirm Who Was Served
After tapping "Served," you will be prompted to select the person who received the documents.
Only choose the defendant’s name if you personally spoke with them and handed them the documents.
Step 2: Verify Identity
Next, you’ll need to confirm how you verified the recipient’s identity.
In most cases, you should select one of the first two options:
✅ "Subject stated their name"
✅ "Subject said yes when named"
As a process server, it is your responsibility to ensure the correct person is served. Have a conversation, ask direct questions, and document your verification method accurately.
Step 3: Document a Physical Description
IMPORTANT: Always record a full description of the person you served. This should include:
Gender
Race
Age
Height & Weight
Hair color & style
Any other identifiable features (tattoos, glasses, scars, etc.)
👉 If you're unsure about exact details, make you best estimate based on observation.
Note: Remember to complete the service log with the attempt reporting requirements!