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...
Wed, 14 Oct, 2020 at 9:22 AM
Best Practice for Bulk Updates
Read before performing a bulk update: A bulk update is is when multiple student/employee/contractor records are updated using a CSV file. Such as ...
Tue, 13 Oct, 2020 at 11:53 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 ...
Wed, 14 Oct, 2020 at 9:40 AM
Case Management FAQs
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...
Wed, 30 Sep, 2020 at 3:24 PM
Creating New Locations
Locations are way to organize your students/employees/contractors. 1. Navigate to the Locations page. 2. Select Add Location. 3. Enter the locat...
Fri, 16 Oct, 2020 at 12:28 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, 15 Oct, 2020 at 1:02 PM
Groups
Groups are your way to further classify employees based on your organization structure. A replacement for Departments, Groups allows additional flexibility ...
Tue, 29 Sep, 2020 at 11:53 AM
How Do We Handle Scheduled Visitors?
Many organizations have a need to screen and store records of people that entered/exited the facility and when. A visitor is neither an employee, student, n...
Mon, 14 Sep, 2020 at 11:10 AM
How Do We Handle Unannounced Visitors
Not all visitors come on a planned schedule, the unannounced visitor process will allow these guests to send themselves a screening, that will than be added...
Wed, 21 Oct, 2020 at 11:35 AM