Add a New Enrollee: EnrolleeApp

Add a New Enrollee: EnrolleeApp

Introduction

This article provides a step-by-step guide on how to add a new enrollee to the ShadowtrackONE platform using the EnrolleeApp. By following these simple steps, you'll ensure the enrollee is set up with the necessary information, services, zones, and schedules.
Info
Important: Enrollees must have a smartphone to enroll using the EnrolleeApp.

Alert
Always be sure that the Enrollee has the latest version of the EnrolleeApp downloaded. It is best to encourage enrollee's to turn on Automatic Updates for the EnrolleeApp.

How to Add a New Enrollee on the ShadowtrackONE Platform

To add a new enrollee, follow these steps:

  1. Navigate to the Enrollee Dashboard

    • The dashboard is the default landing page after login and is also accessible from the left navigation menu under the 'Enrollees' tab.
    • Alternatively, you can add a new enrollee from the 'Entities' tab.

  2. Start the Enrollment Process

    • Click the +Enrollee button to open the Enrollment Wizard, which consists of four steps.

Step 1: Enrollee Info

  • Enter the enrollee's basic information (name, gender, phone number, etc.).
  • Phone Number: If not added, you’ll be prompted later to either add one or continue without it.
  • Required Fields: Fields marked in red are mandatory.
  • Address: Entering an address here will automatically create a Default Zone for the enrollee in Step 3.
  • Timezone, Entity & Assigned User: The timezone defaults to the logged-in user’s timezone, the entity defaults to the user’s entity and the assigned user defaults to the user logged in. Update these if necessary.

Step 2: Add Services

  • Phone Service: Select 'EnrolleeApp' from the dropdown.
  • Optional Settings: Enable settings such as Sobriety Inbound, Hearing Impaired, or Persistent Locations.
  • If enrolling on the EnrolleeApp only, click 'Next'.
  • If assigning hardware, select the device under 'Device Service'.

Step 3: Add Zones

  • If an address was entered in Step 1, a Default Zone will be automatically created.
  • You can modify or add more zones (options include Circle, State/County, or Polygon).
  • Set the zone properties, such as:
    • Default Location: Whether this zone is the default for schedules.
    • Exclusion Zone: Mark Yes or No.
    • Home Zone: Mark Yes to track time spent in this zone.
  • Save the zone after entering the address and resizing it as needed.

Step 4: Setup Schedule

  • Select a day on the calendar or click +Schedule to create a new schedule.
  • Choose the type of schedule for the enrollee, then click 'Save' in the bottom-right corner.

Finalizing Enrollment

  • After completing the four steps, the enrollee will receive an SMS with:
    • A link to download the app (Apple App Store or Google Play Store).
    • Instructions for getting enrolled, login credentials, and an instructional video.
Info
If an enrollee is utilizing TextNow or similar WiFi service, the enrollee will receive their login credentials text when connected to WiFi. The enrollee can then install the enrollee app and complete their enrollment. The EnrolleeApp will function as normal anytime the enrollee is connected to WiFi. 
Alert
A phone number must be input in Step One and a phone type selected in Step Two in order for the enrollee credentials to be sent via text. 

    • Related Articles

    • Add a New Enrollee: ShadoWatch

      If the user's entity has integrated their case management software with the ShadowtrackONE Platform, the user will not be able to manually add a new enrollee in the application. Additionally, the following fields will not be editable on the ...

    • Add or Edit a Phone Number for an Enrollee

      Accessing the Enrollee Phone Number You can add or update a phone number for an enrollee in one of two ways: Using the globe icon (portal) from the main enrollee list No Phone Service Currently Selected - If an enrollee is not assigned to a phone ...

    • Transferring Enrollee(s) and Case Loads to other Users/Entities

      Transferring an Enrollee(s) from One User to Another The ShadowtrackONE software allows users to transfer an enrollee from one user/entity to another. All users must be unassigned from the enrollee before you can transfer them to another user/entity. ...

    • New Enrollment - ShadowCuff

      Creating the Enrollee Profile To create a new enrollee profile: Go to the Enrollees tab from the main navigational menu Next select the +Enrollee button Enrollee Info The 4 step enrollment wizard will open, complete the following steps: Enrollee Info ...

    • New Enrollment - ShadowDevice

      Creating the Enrollee Profile To create a new enrollee profile: Go to the Enrollees tab from the main navigational menu Next select the +Enrollee button Enrollee Info The 4 step enrollment wizard will open, complete the following steps: Enrollee Info ...