How to add a past Criminal Background Check (CBC) record

To add a past Criminal Background Check record for a member of your council you must have Site Admin permissions and SEP Director permissions:

1. Go to KofC SEP > Background Checks
2. Click on Add New Background Check button on top of page
3. Leave the title blank, it will fill in automatically after you select/enter the details at the bottom of the page
4. Scroll to the bottom of the page to “Background Check Details” and go to Member and click on Select one… then start typing the member’s last name, that will scroll the list closer to his name for you to select it
5. Enter a date under “Date Submitted” and "Date Returned"
6. Under Status select either “Cleared" or "Not Cleared” depending on the results sent by the investigative agency
7. Select the Provider from the dropdown list, currently Accutrak Investigative Agency
8. Leave Background Check ID # blank or you can enter some notes there if you'd like
9. Add any detailed description you wish to record about this member’s background check in the large text editor window, for instance you can copy and paste the emailed result from Accutrak and even add a PDF Attachment
10. By now the title of the page should have been filled in and you can edit it if you wish
11. Press “Publish” to save it