FAQs

Adding Employees Individually
1. Navigate to the Employees page.  2. Select the Add Employee button 3. Complete the form with all pertinent information: Email First Na...
Thu, 3 Dec, 2020 at 1:48 PM
Best Practice for Bulk Updates
Read before performing a bulk update: A bulk update is when multiple student/employee/contractor records are updated using a CSV file. Such as upd...
Tue, 16 Feb, 2021 at 10:02 AM
Bulk Change of a Unique Identifier
Unique Identifiers Email address Cell phone number Employee/Student/Contractor ID Our system uses any one of these Unique Identifiers to find any ...
Tue, 13 Oct, 2020 at 11:54 AM
Bulk Importing Employees / Students / Contractors
1. Navigate to the Employees or Students or Contractors page. In this example we will import Employees, but the process for Students and Contractors is the ...
Thu, 3 Dec, 2020 at 2:30 PM
Capacity Tracking
From the Locations page, each location can be setup to monitor the capacity and alert select individuals once a threshold has been met. This feature works f...
Wed, 17 Feb, 2021 at 3:20 PM
Case Management
The Case Management page is for keeping track of all of your past and current cases and screenings. Users with the "Manage Cases" permission can a...
Tue, 16 Feb, 2021 at 10:40 AM
Conversation - Case Management
It's important to keep an open line of communication with the subject of a case. If the subject has downloaded the mobile app, they can report an illne...
Tue, 16 Feb, 2021 at 10:45 AM
Creating Locations
Locations are a way to organize your students/employees/contractors. Each location can be setup to monitor capacity tracking and activity using geofencing. ...
Tue, 16 Feb, 2021 at 10:50 AM
Deactivating an Employee/Student
Sometimes an administrator will want to remove an employee/student from screening and notifications but keep them in the system. This can be done using the ...
Tue, 16 Feb, 2021 at 4:18 PM
Groups
Groups are your way to further classify employees based on your organization structure. A replacement for Departments, Groups allows additional flexibility ...
Wed, 17 Feb, 2021 at 8:49 AM