Assigning/Un assigning a User from an Enrollee

Assigning/Un assigning a User from an Enrollee

The Importance of Assigning a user to an Enrollee

It is important to assign a user to an enrollee because you want someone to be notified when a non compliant event or alarm occurs for the enrollee. The assigned user will receive automated email reports and/or texts when an alarm or non compliant event occurs.  

Assign One or More Users to an Enrollee

To assign one or more users to an enrollee:
  1. Search for the desired enrollee by name using the main search field
  2. Once on the enrollee's profile, go to the Profile tab>Basic Information section
  3. Select the Edit button
  4. After selecting edit, go to the Assigned User(s) drop down field in the enrollee details
  5. You can assign one or more users to the enrollee by selecting the users name in the list. Enrollees can be assigned to as many users as you would like.
  6. Once you have selected the desired users, select save. The assigned user(s) will receive an email notification letting them know they have been assigned to the enrollee. You will now see these new users noted in the assigned user(s) field on the enrollee profile. 
If Shadowtrack is integrated with your caseload management program, you may be restricted from manually assigning /un assigning users. 
    

Un assign a User From an Enrollee

To un assign a user(s) from an enrollee (Please refer to the images above for a visual reference):
  1. Search for the desired enrollee by name using the main search field
  2. Once on the enrollee's profile, go to the Profile tab>Basic Information section
  3. Select the Edit button
  4. After selecting edit, go to the Assigned User(s) drop down field in the enrollee details
  5. Un select the users that are selected in the drop down list
  6. Select Save

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