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...
Wed, 13 Jan, 2021 at 11:38 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...
Thu, 3 Dec, 2020 at 2:31 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...
Thu, 3 Dec, 2020 at 2:36 PM
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...
Fri, 8 Jan, 2021 at 9:19 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. ...
Thu, 3 Dec, 2020 at 2:37 PM
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 ...
Thu, 3 Dec, 2020 at 2:39 PM
Groups
Groups are your way to further classify employees based on your organization structure. A replacement for Departments, Groups allows additional flexibility ...
Mon, 21 Dec, 2020 at 10:17 AM