Create an Interview Schedule Template for an Entity

Create an Interview Schedule Template for an Entity

Benefits to Using an Interview Template

Interview templates are recommended for all entities utilizing the ShadowInteractive solution
Creating an interview schedule manually can be cumbersome for some officers. Templates are designed to standardize the interview schedule so that officers only have 1 or 2 fields to enter to create a new interview schedule.   

The benefits of using an interview schedule template are:
  1. Prevents officers from making mistakes and/or entering incorrect schedules
  2. Prevents officers from enabling certain features that shouldn't be enabled
  3. Creates a more user friendly experience for the officer creating schedules
  4. Allows the entity to make changes to the template as needed when scheduling requirements change

Accessing Schedule Templates

Only tenant admin users have access to the templates tab
To Access the Interview Schedule Templates:
  1. Go to the Templates tab from the main navigational menu
  2. Select the Schedule Templates sub tab here
  3. Next select the + Template button to create a new template


Creating a New Interview Template

  1. Enter a Template title
  2. Select which Entities you would like to share the template with
  3. Under the Schedule Type field select Interview
  4. After selecting Interview as your schedule type, you will see the following additional fields:
    1. Language - The language selected should be the same language the interview questions were typed in
    2. Interview Duration - Allows you to designate the length of the interview period. It is recommended to enter more than 1 day for the duration
    3. Protocol - this is the list of pre designated questions the enrollee will be asked during their interview
    4. Disable Location Verification - Select Yes if you are not concerned with where the enrollee is when they complete their interview
    5. Allow Calls from Any Number - Only applied to landlines
      1. Allows the enrollee to call in for their interview from any phone number, otherwise, they will be expected to call in from the phone number entered in their profile. 
    6. Location - Only applies to enrollees using the EnrolleeApp
      1. Select a location if the enrollee is required to be at a certain place during the interview. Many agencies utilize a statewide location for low risk individuals that do not ave to be home but cannot leave the state
    7.  Radius Override (Miles) - Only applied to enrollees utilizing the EnrolleeApp
      1. The radius entered will override the enrollee's current zone location. This feature is helpful when an enrollee has to be at home during curfew hours but can be in a zone other than home when they report for their interview. 
    8. Recurrence - How often the interview occurs
    9. Sent Interview Reminders (Optional) - allows you to send the enrollee a reminder to complete their interview
      1. Repeat reminders on a daily basis - applies to interviews that are longer than one day. If yes is selected, designate when the reminders should recur
      2. Reminder Method - SMS, Call, Email, and Push. Ensure the method chosen matches the type of phone the enrollee is using
      3. Message - Type the reminder message. Ex- Please check in for your interview
    10. Enable Quick Checks (Optional) - Only applied to enrollees utilizing the EnrolleeApp
      1. Allows you to randomly locate the enrollee during the monthly period
      2. Enter a start and end time frame you want the quick checks scheduled during the month
      3. Quick check type  - the location verification can be done silently so the enrollee does not know or it can be paired with voice verification to ensure the enrollee is with the phone
  5. Select Save Template








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