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, 25 Mar, 2021 at 4:28 PM
Announcements
It's important to keep your users informed and aware of new policies, upcoming events, cancelations, or simple reminders. This can easily be accomplish...
Fri, 19 Mar, 2021 at 11:09 AM
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, 9 Mar, 2021 at 2:41 PM
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 ...
Tue, 9 Mar, 2021 at 2:42 PM
Bulk Update 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, 9 Mar, 2021 at 2:42 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...
Tue, 14 Sep, 2021 at 1:49 PM
Case Instructions - Case Management
Provide your users with instructions to follow while they have an open case. You can send custom instructions on the fly, or send predefine instructions bas...
Wed, 30 Jun, 2021 at 10:02 AM
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, 9 Mar, 2021 at 2:44 PM
Compliance Checklists
Some county & state regulations require employees to meet certain criteria in order to be present on-site. You can customize what requirements will be p...
Thu, 9 Sep, 2021 at 10:42 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...
Fri, 12 Mar, 2021 at 4:07 PM