How to Set Up ShadowVisit

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

  1. Navigate to the entity's profile.
  2. Select "Settings"
  3. Within "General Settings" select "Update Address"
    1. Fill out all information relative to the address and also enter a radius of 328 ft (100m) or more.
    2. Select "Save"
  4. Go to Service Settings
  5. Click on ShadowVisit.
  6. 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.
  7. 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.
Info
To create and assign Interview Protocol Questions please refer to the article Here
Alert
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.
Alert
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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