Agency Admin

The Agency Admin tab allows you to adjust settings that will apply to all activity conducted under your agency. Select "Agency Admin" in the menu.

TABLE OF CONTENTS

• Trigger Status
• Agency Mail Files
  • Create a New Layout
  • Modify a Layout
  • Emails and Phone Numbers
• Agency Notifications
• Agency Suppressions
• Reports

Trigger Status

For the bureaus to which you have access, a note for the day's date will say "Complete" or "Incomplete" indicating if the file has loaded and is ready to order. You can also use "Notifications" to receive an email automatically when the trigger file updates.

You can also use "Notifications" to recieve an email automatically when the trigger file updates.

Agency Mail Files

All orders will/must have a specific mail file layout associated with them. These are created and managed under "Agency Mail Files". 

Create a New Layout

A new layout can be created by clicking "New Layout" or by selecting the "clone" action. The clone action will duplicate the selected layout.

Important Note: If a field is on your mail file layout, it will be included on your final order file. This is especially important to note for extra cost attributes. If you use a layout that contains these fields, they will be on your final order file. 

1. Click "New Layout"
2. Select the data source, either Prescreen or Trigger. This mail file will only be available for use for the chosen data source.
3. The new layout will pre-populate with any DPD required fields (in grey)
   • To add additional fields, drop down the section in which the attribute is located under "optional attributes" and select the check box next to the desired field(s)
   • To re-order fields, drag and drop from the mail file summary or select "output order" and drag and drop from the selection box
   • To re-name fields, select "rename headers" 
   • The "Base Layout" consists of the fields that will show up when a user selects “New Layout”. To make a layout a "Base Layout", select or un-select “Make this your base for new templates?" Having a "Base Layout" is NOT required.

Modify a Layout

Any layout can be edited. To edit, click on the paper and pencil icon next to the name. Any adjustments made will override the previous layout. To view the layout without editing, select the "download" action.

Emails and Phone Numbers

Emails and phone numbers must be added to the mail file layout in order to be included in the final file. Simply adding "phone number available" and/or "email available" will not add the field to your file. It is an indicator that the records may have phones/emails.

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• To add email or phone fields to your layout, drop down the section "Demographics/Property/Other" under "Optional Attributes" and select the check box next to the desired field(s).
• Your mail file layout will append those attributes to the end. See Create a New Layout above to learn how to rearrange and modify your field order and names.

All orders will/must have a specific mail file layout associated with them. 

Agency Notifications

Send notifications to email addresses when system actions have been taken. An email does not need to be a DPD Access user to be notified. 

• New Data Available: Prescreen, Trigger, Prescreen and Trigger
• Scheduled Count Refreshed
• New Count is Saved
• Order Submitted
• Order Complete

To edit the Notification settings:

1. Click "Edit Notifications"
2. Click the dropdown or check boxes for existing email addresses
3. Click "Add New Email" to add an additional email for notifications
4. Enter the email address and click "Submit"
5. Click the dropdown or checkboxes to set notifications
6. Click "Save"

Agency Suppressions

Create/view any external file suppressions

• All suppressions files for all clients under your agency will be shown here
• Search by client or date range
• Each file will show a summary of the below values
• CASS Verified refers to the number of records that were able to be verified as a proper address according to CASS
• Upload Suppression allows you to create a new file suppression. Refer to the article "Upload a Suppression" for information on creating file suppressions. 

Reports

This allows users to pull a detailed Prescreen Order report for all agencies and clients under their agency. You must select a Date Range and the Report Type in order to download a report. If you leave agency and clients blank it will give you all agencies, sub-agencies, and clients under your agency.

There are two order report types available

• Both report types have an “Agency” and “Client” column included
• Order Total will give you detailed information about each order, including PO, QTY of records, credit score version used, and count for any additional cost fields
• Daily Total will be a roll-up of all orders for each day (PO# and credit version are not available for the roll-up count report)