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ID Verification Types

ID Verification Types

The ID Verification Types page within the Maintenance area allows authorised users to manage the list of acceptable identity verification document types used within SurfGuard.

View ID Verification Types

To view the list of verification types:

  1. Open the menu

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  1. Next, you have two options:

  • Scroll to the Maintenance section to find the ID Verification Types section

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  • Search for “ID Verification Types” in the search bar at the top right hand side of the page

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  1. Select the ID Verification Types option

  2. View the ID Verification Types page which shows a list of information including:

    • ID Verification Type

    • Requires State of Issue - i.e. if selected, users will be prompted to select the state in which the ID was issued.

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  1. Enter the ID type into the Search bar and select “Search”

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  1. The list will update with the search results

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Add/Edit ID Verification Types

You can add or edit the list of ID types only if you have the relevant permission to do so.

Option A: Add ID Verification Type

  1. Select the “Add ID Verification Type” button

  2. The Add ID Verification Type drawer opens

  3. Add details

  4. Select Save to save your changes

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  1. If successful, a confirmation message appears:

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Option B: Edit ID Verification Type

  1. Select one of the ID types in the list

  2. The Edit ID Verification Type drawer opens

  3. Update the details

  4. Select Update to save your changes

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  1. If successful, a confirmation message appears:

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Delete ID Verification Types

You can delete ID types only if you have the relevant permission to do so.

  1. Tick at least one of the ID types in the list

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  1. Select the three vertical dots (kebab) in the top right of the screen

  2. Select “Delete selected records”

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  1. Select “Delete”

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  1. If successful, a confirmation message appears

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Troubleshooting

Issue

Possible cause

Action

I can’t see the ID Verification Types option in the Menu

The ID Verification Types section is only visible under the Maintenance menu item if:

  • You have Can View permission, and

  • You are on the National level, and

  • You are viewing the Memberships application

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  • SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.

An ID type I deleted still appears in reports

Deleting an ID type prevents it from being selected for new or updated records. But deleted ID types that are currently attached to existing member records are retained for historical accuracy

  • This is working as expected.

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