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, 9 Mar, 2021 at 2:43 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, 9 Mar, 2021 at 2:44 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, 12 Mar, 2021 at 4:07 PM
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, 9 Mar, 2021 at 2:44 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 ...
Tue, 9 Mar, 2021 at 2:47 PM