Client Services Salesforce

Adding a Background Check to a Client's Make Progress Files

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As clients near eligibility for JSW, Make Progress or @Work staff need to perform Background Checks and upload them to the Client's Make Progress files for reference.

This article describes how to add a background check to a client's Make Progress Files. 

From the Client's Make Progress Program Engagement.

1. Scroll down to Files.

2. Click Add Files.

3. Click Upload Files.

4. Doubleclick the File you want to add to the Client's Make Progress files.

You can upload jpgs, pdfs, docx, xlsx, pngs, and other file types.

5. Wait until the file uploads and and the green checkmark appears.

6. Click Done.

The file has been added to the Client's Files!

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