Compliance Tab for an Enrollee

Compliance Tab for an Enrollee

Introduction

The steps below can help you efficiently locate and review compliance information for a specific enrollee and generate a report for record-keeping or compliance review purposes.

Step 1: Log In to the System

  1. Begin by logging in to the ShadowtrackONE platform.  

Step 2: Select the Enrollee

  1. Methods for searching for an enrollee
  2. If you are assigned to the enrollee, they should appear on the login page
  3. In the search field at the top of the page, you can type in your name or identification number.
  4. Clicking on the logo at the top of the page will always bring you to the sign-in page.

Step 3: Accessing the Compliance Tab

  1. Selecting the enrollee will automatically bring you to the History tab.
  2. Under the History Tab, you will see three options:  Location, Compliance, and Alarms.
  3. Select the Compliance tab

Step 4: Use Show Filters to Refine Data

  1. To narrow down the information displayed, click on the Show Filters option.
  2. You can filter the data by dates, compliance type, or other categories.
  3. Apply the desired filters to find specific compliance records or statuses quickly.

Step 5: Export the Compliance Report

  1. Once you've filtered the data as needed, look for the Export button, usually located at the top right corner of the Compliance tab.
  2. Click on Export to generate a report in PDF format.
  3. Save or download the PDF to your computer for further review or documentation.

Step 6: Compliance

  1. The Compliance tab will show any scheduled or unscheduled calls the enrollee receives. 
  2. Critical Reminder calls will also be displayed here for calls not 
  3. If the enrollee's phone has the location turned on, it will provide you with the area at the time of the call.
  4. For sobriety calls, all attempts and results associated to the call will be displayed within the event details. 
  5. Logged In and Logged Out events are listed in the Compliance tab. Logged Out events are listed as Non-Compliances.

Location Evaluation Logic for Enrollees

  1. Location Obtained During Scheduled Period, Received After:

    • The location will be compared to the assigned zone.

    • The comparison is made using the zone that was in effect at the time the location was obtained.

  2. Location Obtained Outside Scheduled Period, Received During:

    • The location will not be compared to any zone.

    •  Since the location was captured outside of the monitoring window, it is disregarded for zone comparison, regardless of when it was received.

All Inbound Verification calls will expire after 10 minutes. If the verification is not completed within the 10-minute time frame, the call will be marked as "Non-Compliant/Request Expired".
If an unscheduled call takes place outside of curfew hours, a location will be obtained but not compared to any schedule zones.
If an Unscheduled Location Request expires, but the location is retrieved after the expiration, the call will be marked as delayed, and a Note will be created reflecting this. This can be found within the enrollee's Compliance Tab.
If an enrollee fails to log back in within the allotted time period specified in the entity settings, and we detect that they have deleted the app, this will be reflected in the compliance report.

Info“Facial Verification Error: The call or enrollment image is distorted or not visible.” - This message will appear in the compliance report for a Facial Verification call if the image is blurry, distorted or the lighting is not adequate.
By double-clicking on a specific row within the compliance log, it will allow you to view the call information. By selecting "+Note" the user can input a note, and change the compliance by pressing "Result of Note" and making a selection from the dropdown menu. 
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