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 Applicant Creator Operator role.

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

Procedures

Step 1: Navigate to the "Add Applicant" Page

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

2. Under the IDENTITY section, click ADD APPLICANT

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

Expected Result: The "Add a New Applicant" form is displayed

Step 2: Enter Applicant's Information

1. Fill in the applicant's personal information in the following fields:

   1. First Name

   2. Last Name

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

Step 3: Select a Credential Type

1. In the CREDENTIAL TYPE dropdown menu, select the policy type for the credential you want to request

2. For example, select PIVII - Policy for PIV-I enrollments

Step 4: Add the Applicant

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

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

Expected Result: Confirmation message displays indicating successful applicant addition

Step 5: Complete the Process

1. Click the Close button in the confirmation pop-up

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

Expected Result: The form is cleared and ready for the next applicant