How to Set Up ShadowVisit
ShadowVisit Set Up
To set up ShadowVisit for an entity, follow the steps outlined below. This configuration is done within the entity's settings.
Setting Up ShadowVisit
- Navigate to the entity's profile.
- Select "Settings"
- Within "General Settings" select "Update Address"
- Fill out all information relative to the address and also enter a radius of 328 ft (100m) or more.
- Select "Save"
- Go to Service Settings
- Click on ShadowVisit.
- Under Protocol, click Edit.
- The standard protocol name is "Office Visit".
- For English Protocol, select an Interview Protocol that is standard for office visits.
- For Spanish Protocol, select the corresponding Spanish version of the English Protocol chosen.
- Click Save.
Additional Check-In Types
- You can create custom "Check-In Types" (e.g., Drug Testing, Polygraph, Travel Permits) from this page.
- Relevant questions for these "Check-In Types" can be added in the "Interview Protocol" section of the entity's profile page.
- To assign check-in notifications to someone other than the enrollee's assigned user, you can either create a new check-in type or edit an existing one. When selecting "No" for "Notify Assigned Officer", a field will display, allowing you to enter a custom phone number. When the enrollee checks in using that check-in type, the person will the configured phone number will receive notification.
To create and assign Interview Protocol Questions please refer to the article Here
When enrollees use the Office Visit button in the EnrolleeApp, they can select multiple check-in types. The app will present the full set of questions for one check-in type before proceeding to the next. All questions and answers are recorded, and all selected check-in types are displayed within the "Ready", "Pending" and "Complete" tabs in the Lobby Status page.
An address must be entered in the entity profile in order to create the GeoZone for enrollees to check in. This can be added in "Settings" > "General Settings" > "Update Address". A radius must also be entered here and cannot be less than 100m.
If an address and radius are not configured in the entity profile, the check-in button will not appear for the enrollee in the EnrolleeApp. If the radius is configured to "0" this will also cause the check-in button not to appear for the enrollee within the EnrolleeApp.
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