Adding an Applicant

How to Add a New Applicant

This guide provides a step-by-step procedure for adding a new applicant to the system to begin the credential enrollment process. A checklist is included to help you track your progress.

Prerequisites:

• You must have successfully logged into the IDMS application

• You must possess the ApplicantCreatorOperator role.

• The IdExchange Applicant Directory system has been added to the system connections. APLCNTLDAP

Step-by-Step Procedure

1. Navigate to the "Add Applicant" Page:

   • From the main dashboard, locate the left navigation pane.

   • Under the IDENTITY section, click on "Add Applicant".

   • The "Add a New Applicant" form will load.

2. Enter Applicant's Information:

   • Fill in the applicant's personal information in the following fields:

     • First Name

     • Last Name

     • Either, add the Last 4 of SSN (or an External Identity Linking Key if applicable).

3. Select a Credential Type:

   • In the "CREDENTIAL TYPE" dropdown menu, select the policy type for the credential you want to request. For example, in the video, "PIVII - Policy for PIV-I enrollments" is selected.

4. Add the Applicant:

   • After you have entered all the required information, click the "Add Applicant" button at the bottom of the form.

   • A confirmation pop-up titled "Applicant added successfully" will appear.

5. Complete the Process:

   • Click the "Close" button in the confirmation pop-up.

   • The form will reset, and you are ready to add a new applicant.