We use a service to perform background checks called ReVera. We've built the ability for our internal users to generate a report of students that we need background checks for to send to ReVera
The ReVera report can be generated by accessing the following page: https://johnson.lightning.force.com/lightning/n/ReVera_Report
To access the page that generates the report, users will need the "Revera" permisssion set assigned.
On that page a user can generate a ReVera Report, or a ReVera recall report.
ReVera Report
The ReVera report is the standard process by which we provide student information to ReVera. We begin by selecting a program and entry year to filter the students we want to generate in the report.
The "Preview Applications" button can be used to get a list of students that will be generated in the report without actually running it.
The "Generate Report" button will generate the actual report, and provide it as a downloaded CSV file.
The following fields are provided in the report with matching headers:
DECISION_EMAIL_SENT_DATE__C
CURRENT_STATUS
SALESFORCEID
FIRST_NAME
LAST_NAME
EMAIL_ADDRESS
H_PHONE
W_PHONE
CELL_PHONE
DOB
SSN
HOMEADDRESS1
HOMEADDRESS2
HOMEADDRESS3
HOMECITY
HOMEPOSTALCODE
HOMESTATE
HOMEADDRESSCOUNTRY
EDU1_INSTITUTION_NAME
EDU1_START_DATE
EDU1_END_DATE
EDU1_CITY
EDU1_STATE
EDU1_COUNTRY
EDU1_GRADUATE
EDU1_DEGREE
EDU1_MAJOR_1
EDU1_MAJOR_2
EDU2_INSTITUTION_NAME
EDU2_START_DATE
EDU2_END_DATE
EDU2_CITY
EDU2_STATE
EDU2_COUNTRY
EDU2_GRADUATE
EDU2_DEGREE
EDU2_MAJOR_1
EDU2_MAJOR_2
EMP1_NAME
EMP1_JOBTITLE
EMP1_CITY
EMP1_STATE
EMP1_PROVINCE
EMP1_COUNTRY
EMP1_START_DATE
EMP1_END_DATE
EMP2_NAME
EMP2_JOBTITLE
EMP2_CITY
EMP2_STATE
EMP2_PROVINCE
EMP2_COUNTRY
EMP2_START_DATE
EMP2_END_DATE
REC1_FIRSTNAME
REC1_LASTNAME
REC1_EMPLOYER
REC1_TITLE
REC1_EMAIL
REC1_PHONE
REC1_CITY
REC1_STATE
REC1_COUNTRY
REC2_FIRSTNAME
REC2_LASTNAME
REC2_EMPLOYER
REC2_TITLE
REC2_EMAIL
REC2_PHONE
REC2_CITY
REC2_STATE
REC2_COUNTRY
Application Selection
The report selects students to send based on the application. The criteria for application selection is as follows:
- The associated program academic plan matches the selected program. Currently these options are available:
| Program Name | Academic Plan Code |
|---|
| Cornell Executive MBA Americas | CQEMBA-MBA |
| Cornell Executive MBA (Metro NY) | EMBA-MBA |
| Executive MBA/MS in Healthcare Leadership | WJMBA-MBA |
| Two-Year Ithaca MBA | BADM-MBA |
- The entry year on the application matches the selected entry year from the form.
- Must have a Decision Email Sent Date value earlier than the date the report is being run.
- The application Internal Status field is one of 'Accepted', 'Offer', 'Contingent Offer', 'Deposit Required', 'Enrollment Form Required'
- The application has not been sent to ReVera previously, which is recorded as the date sent in the application Revera Send Date field
ReVera Recall Report
For some applications, there can be cases where the application has been sent for a background check but we no longer want to perform that check. This is typically due to a change in application status. This report uses the following criteria:
- The application status is not in the list 'Accepted', 'Offer', 'Contingent Offer', 'Deposit Required', 'Enrollment Form Required'
- The "Revera_Send_Date__c" field is not empty
- The "Revera_Recall_Date__c" field is empty
This report provides a much smaller list of fields, namely:
SALESFORCEID
FIRST_NAME
LAST_NAME
EMAIL_ADDRESS
DOB
Common Problems - for SF Support Staff
Missing Application
The most common issue with the ReVera report is students not being included. This is usually the result of either an application status that doesn't match the values we're looking for, or an application having been sent in a previous report.
Given an application ID, these can both be checked with the following SOQL query:
SELECT Name, Current_Status__c, Revera_Send_Date__c
FROM Adm_Application__c
WHERE Name = 'A-531556'
We can then verify the status is in the list above, and that the Revera_Send_Date__c field is empty.
Want to send application again
If an application has already been sent and the Revera_Send_Date__c field is not empty, setting this field to NULL will allow them to show up in a subsequent report. This can be accomplished with the following anonymous Apex:
String appId = 'A-531556';
Adm_Application__c app = [SELECT Name, Current_Status__c, Revera_Send_Date__c
FROM Adm_Application__c
WHERE Name = :appId LIMIT 1];
app.Revera_Send_Date__c = NULL;
app.Revera_Recall_Date__c = NULL;
update app;