Core has three additional methods for screening that staff can do manually.

Selecting RSO under 'Member Actions' on the Member profile will update the 'Last Fetched' status for those previously screened or perform an initial screen for members not already included in a batch scan.

The Trusted Screening Quick Scan Widget can be added to the Dashboard by selecting 'Customize Dashboard' and then selecting 'Trusted Screening - Quick Scan' under the Other category.

Staff with the View permission will be able to perform instant screenings for guests, potential members, or participants and view potential matches. Users with the Manage permission are able to access the Member page in order to review and edit the status.

The Bulk Scan feature can be accessed via the Junk Drawer's Mass Update/Import Tool. Instructions are provided on what to include in the CSV file in order to perform the scan.

Users can review whether the upload was successful and the results of the scan. The report will indicate if the member was already found in Core or if a guest profile was created and display if any matches were found. Clicking on the member's name will take staff to the Trusted Screening portal where the status can be verified or changed.

Note:

Both the Quick Scan and Bulk Scan will create guest profiles for those not already found in Core. Staff can leave the profile as is or choose to activate the unit.