Tracking checks
How to monitor your reference checks from the dashboard.
Dashboard
Your dashboard shows a table of all checks with:
- Candidate name
- Role
- Status
- Referees (replied / required count)
- Date raised
- Report link (once available)
Check statuses
| Status | Meaning |
|---|---|
| Awaiting consent | The candidate has been asked to consent. No referee has been contacted. |
| In progress | The candidate has consented. Referees have been invited and the checks are running. |
| Completed | All required referees have responded and the report is ready. |
| Closed | The check has finished — either the closing date passed or the check was cancelled. |
| Cancelled | The check was cancelled by the employer or the candidate declined or withdrew consent. |
Check detail
Click a check to see:
- Referee cards — each referee's name, employer, status, and their check results
- Reminder schedule — when we will next write to a referee who has not answered, while the check is open
- Send a reminder now — on a referee who has not answered yet, writes to them straight away. You can do this once a day per referee: after a press, the control names the time it comes back rather than a button that would only be refused
- Replace — swap a referee who cannot or will not answer for someone else. You do not have to wait for the candidate to do it
- Activity — every event from consent requested to the report being issued
- View report — link to the completed report (once available)
- Cancel check — cancels the check
The same two referee actions, Send a reminder now and Replace, are on Needs attention in the left-hand navigation, so you can clear a stuck referee without opening the check.
Replacing a referee yourself
While the check is in progress, a referee whose invitation bounced, who declined, or who has not replied yet can be replaced by you or by the candidate — whichever happens first. A referee who stays silent is reminded on the reminder schedule until the closing date. On that date the check closes with the replies it has, and from then on no referee can be replaced.
- Open the check, or Needs attention.
- Find the referee and click Replace.
- Enter the new referee's details and save.
The new referee is invited as soon as you save, and the referee they replaced is not contacted again — their link stops working. A referee who has already replied, or who was already replaced, cannot be replaced.
Referee statuses
| Status | Meaning |
|---|---|
| Nominated | The referee has been named but not yet invited |
| Invited | The referee has been sent an invitation |
| Replied | The referee has completed the reference |
| Declined | The referee declined to provide a reference |
| No response | The referee did not respond by the closing date |
| Undeliverable | The invitation could not be delivered to that address |
| Replaced | The referee was replaced, by you or by the candidate |