In the following solution article we will display the process of receiving consent from a student in order to perform an ITC Check.
Preference setting:
- In the Preference setting we have added a setting called Consent Required.
- None
An ITC check can be ran without requesting/ receiving consent from the student to do so.
- Main-Student
The student will receive an SMS requesting approval of an ITC check whereafter he/ she will be able to approve the credit check by replying "Yes" to the SMS.
Student Consent Requests:
- Navigate to the Student Consent Requests by selecting it from the menu items
- Here you will be able to see all the relevant Student Consent Requests including the current status of each.
- Use the Quick Filter to display Consent requests according to a specific status:
- Completed
- This consent request has been sent out,
- consent has has been given by the student, and the
- ITC check has been run by the agent upon receiving approval.
- The system has also successfully updated the Student's relevant details according to the data received from the ITC check.
- Consent-received
The student approved the Consent Request indicating that the Agent will now be able to run the ITC check.
- Expired
In case no reply / consent has not been received the Consent request will expire - In this case you would need to re-send the Consent SMS to receive consent.
- Pending
The consent request has been sent to the student and the system is currently waiting on the student's response.
ITC Check Process:
Step 1:
- Ensure that your preference setting is setup correctly
- As well as the Consent SMS Template
Step 2:
- Click on
on the dashboard
- and fill in the student details, as displayed below.
- Click on the Run Check on Student button.
Step 3:
- An SMS will now be sent to the student - requesting consent for the ITC Check to be run.
- The student will give consent by either clicking on the link in the SMS or by replying "Yes" to the SMS.
- As soon as the student has given consent - the status type of the Consumer Consent Statuses will update to Consent-received
Step 4:
Once consent has been given
- Navigate into the relevant record displayed on the Consumer Consent Requests (menu item) as displayed earlier in the article.
- Once you are in the record you will be able to see the following information:
Step 5:
- To perform the ITC check - Click on the
button.
- The Quick Capture Student screen will be displayed - simply accept the Terms & Conditions and click on
to complete the ITC check.
- The previously entered student details will already be pre-populated on this form.
After the ITC Check Process:
Once the ITC check has successfully been run:
- In case the preference setting is ticked - The Student who the ITC check was done on will receive an SMS as confirmation that the check was done.
If this preference setting is not ticked - Nothing will be communicated to the Student upon successful ITC check. - The Student can navigate to the link provided in the Consent SMS (refer to Step 3) where he/ she will be able to download their ITC check file.
- 7 Days after Consent has been given - the above mentioned file / link will expire - whereafter you need to re-send the Consent SMS to receive consent again.
- In case no reply / no consent has been received the Consent request will also expire - whereafter you need to re-send the Consent SMS to receive consent.