Syndesi PAM User Guide

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

Revised February 6 2014 1

Program Area Manager (PAM) Step-by-Step Instructions The following document is a step-by-step instructional guide on how to conduct security screening checks, utilizing Syndesi Identity Services under the Vendor of Record (VOR) arrangement. To access the Syndesi VOR site, click or type in the following URL into browser: https://verify.synde.si/index.html You are now on the Syndesi VOR site.

Step 1 Click on PAM tab, you will be directed to input your username and password. The first time using the VOR, both your username and password will be your email address ([email protected]).

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

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If it is your first time accessing the Syndesi VOR site, you will be prompted to choose a new password. Please remember your password as you will need it to access the site in future by entering your username ([email protected]) and your password.

Step 2 Syndesi system will generate an email that will be sent to your MS Outlook email account containing a one-time-use PIN (OTP) number that will be required to access the system. Note: if do not find the email in your inbox right away, please check your junk mail folder in case it went there inadvertently.

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

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Type or copy the OTP number from the email you received, into the Enter OTP field.

Important Note: Your PIN number will be valid for only 5 minutes from time of issue. If user account login is successful, proceed to Step 3. If user account login is not successful, the following notification will appear. You may request another OTP number by clicking Request OTP.

If the request fails, Email [email protected], to address user account issues and provide the following information:

VOR name PAM name, ministry, email address Telephone number

NSB, ERD will work with the VOR to resolve any user account issues. Step 3 The system will proceed to the PAM page that shows the dashboard, and a link to create a new Security Screening Check. To request a security screening check, click on Initiate New Security Screening Check

Step 4 Complete the following fields online:

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

Revised February 6 2014 4

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

Revised February 6 2014 5

Note: The applicant email address will be used for the invitation generated by the Syndesi system to complete screening check process. If the individual does not have an email address, the PAM can check the box Go Offline before clicking Start Security Screening Request and download the paper-based form from the PAM dashboard that can be sent to the individual to complete in the paper-based process. See screenshot below:

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

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Step 5 Click start to initiate the screening check request. A Syndesi File Number is generated.

Step 6 The system will generate an electronic invitation that will be sent to the Applicants email account containing a link to the Syndesi VOR site and a token to complete the screening check process. This link and token are valid for this individuals Security Screening. It will permit access to this screening request only. There is no expiry for the link provided to the individual.

Instructions for Accessing Syndesi Identity Services to Conduct Contractor Security Screening

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Step 7 PAM is re-directed to the PAM Dashboard where PAM can view the file status.

File Status Definitions

New security screening check created, and individual has not accessed the file In-Progress security screening check request currently being processed by the VOR Withdrawn screening check has not been completed, file has been withdrawn Complete by Syndesi screening check completed by VOR, results have been sent to

NSB, ERD for evaluation and screening clearance decision. Step 8 Individual completes the security screening process online (see Individual User Guide) Important Note: Statuses on VOR site are not security clearance decisions. The PAM will be notified of screening check clearance decisions by NSB screening official.