Getting started
Confirm the Trusted Screening module is Enabled (admin only - bubble in to get assistance with enabling this service).
Set Send Trusted Screening notifications to Enabled.
Add recipients under All branches and any branch-specific lists your organization needs.
Optionally narrow Notification preferences per recipient to control alert volume.
Click Save.
For more background on Trusted Screening in Core, see the Trusted Screening help collection.
Trusted Screening settings tab
Trusted Screening configuration now lives on its own tab under Association Settings, separate from Membership settings.
Navigate to Association Settings → Trusted Screening to manage module options and notification recipients in one place.
Module enablement
Daxko Administrators can turn the Trusted Screening module on or off for the association upon request. When the module is disabled, screening checks and notifications are inactive.
Send notifications
When the Trusted Screening module is enabled, users with permission to Manage Trusted Screening can enable or disable outbound notifications. When notifications are disabled, no emails or text messages are sent, but your recipient lists are preserved so you can re-enable sending without re-entering contacts.
Notification recipient lists
When notifications are enabled, you can maintain who receives alerts and how they receive them.
All-branches vs. branch-specific lists
Recipients are organized by scope:
All branches — Association-wide contacts who should be notified regardless of where a member belongs or checks in.
Individual branches — Contacts who should only be notified for activity tied to that branch.
When an alert is sent, the system combines the All branches list with the member’s home branch list and, when applicable, the check-in branch list (if the member attempted to check in at a different branch than their home branch).
Use the Edit recipients for dropdown to switch between All branches and each branch’s list.
Adding and editing recipients
For each recipient, provide:
Field | Details |
Name | Required display name for the contact. |
Optional if a phone number is provided. Used for email alerts. | |
Phone # | Optional if an email is provided. 10-digit US number for text alerts. |
Notification preferences | Optional filter for which alert types this person receives. |
At least one of email or phone is required per recipient. You can supply both to receive alerts on both channels.
Click Add recipient to add a row to the current scope’s list.
Use the trash icon to remove a recipient.
Click Save at the bottom of the Association Settings page to apply changes.
Each list supports up to 50 recipients.
Filtering notification volume per recipient
By default, leaving Notification preferences empty means the recipient receives every notification type listed below. Select one or more types to limit alerts to only what that person needs—for example, routing nightly summaries to leadership while front-desk staff receive check-in alerts only.
Permissions
Access to this tab depends on your role:
View Trusted Screening — View module status and recipient lists; cannot save changes.
Manage Trusted Screening — Configure notifications and edit recipient lists.
Notification types
Each alert includes action-oriented context: what happened, which member is involved, links to the member record and screening details, and—for check-in events—the branch and staff account involved.
Notification type | When it is sent |
New Possible Match | A member’s screening status becomes Possible Matches or new match data is identified outside of a check-in—for example during membership signup, a program registration, a staff scan, or another automated screening run. |
Check-in Attempt w/ Match Identified | A member who is already marked Match Identified attempts to check-in. Staff are alerted so they can respond at the facility. |
Check-in w/ Possible Matches | A member with Possible Matches on their record checks in or attempts to check-in. |
Match Identified by Staff | A staff member updates a member’s Trusted Screening status to Match Identified after review. This reflects a deliberate status change, not an automated scan result. |
Nightly Scan Report | The automated overnight batch scan finds new possible matches for one or more members. This is a summary digest—not tied to a live check-in or manual scan—sent separately for the association-wide list and for each branch that had new findings. |
Email notification example
SMS notification example
Staff SMS Opt-In
If a phone number entered for a recipient is found to be set on a Staff user’s account, the SMS Opt-In setting on the Staff user’s account must be set to yes in order to receive these notifications.
A warning message will be displayed explaining this Opt-In requirement with a link to the user’s capability page for further information on which staff to contact to either change their SMS preference or update their phone number.
Where is the SMS Opt-In Interface?
The SMS Opt-In status is only available to edit via an individual staff user’s profile, accessible from the Profile option in the user dropdown in the upper right hand corner of the Core interface.
On that page, the radio buttons designating the Opt-In status can be altered. If a phone number is present, a selection is required. If a number has not been input, then the Opt-In status may be left blank as well.
