Welcome to the Guardian Platform! This page was designed to guide you in configuring your Guardian Account for the first time. Setup is a fairly straightforward process, but we’ll take it step-by-step. Here is an overview of the steps we will complete.
Once the above setups have been completed, you will be ready to invite and investigate your first applicant with the Guardian Platform.
1. Configure Agency Settings
The first step is to configure some basic settings in your Guardian account. Your agency settings can be located in the main menu under “Configuration. Please view the videos below to learn how to verify your agency contact information, add your logo, setup classifications, and more.
Click an image below to launch the video.
3. Add Agency Documents
Add your agency documents to the Document Library to make them accessible to your applicants.
Click an image below to launch the video.
4. Add Custom Forms
Let’s take a look at how to manage custom forms that will be be presented to applicants and their references.
Click an image below to launch the video.
5. Configure Approval Ladder
Guardian’s Approval Ladder (Located in the Approval Center) allows you to create custom chain-of-command sign-offs for completed investigations.
Click an image below to launch the video.
6. Using Tags
It’s time to invite your first applicant! In these videos, you will learn how to invite your first applicant, how to view their PHQ and forms, and finally , how to assign them to an investigator.
Click an image below to launch the video.
7. Using Classifications
Coming Soon! Classifications are a great way to segment groups of applicants. Once applicants are assigned to a Classification, you use it to hide/show applicants in lists and reports, as well as provide custom forms or documents to applicants that belong to a specific classification.
Click an image below to launch the video.
8. Merge Tags and Templates
Merge Tags and Templates help speed up and reduce the time it takes investigators to insert text into emails and final reports.
Click an image below to launch the video.
9. Add Personnel
Coming Soon! It’s time to invite your first applicant! In these videos, you will learn how to invite your first applicant, how to view their PHQ and forms, and finally , how to assign them to an investigator.
Click an image below to launch the video.
