Creating Interview Questions and Protocols 

Creating Interview Questions and Protocols 

What Are Interview Questions and Protocols 

A Protocol should be assigned to the Enrollee so that someone is notified in the event of an Alarm. Questions are made of two parts, the primary question and the follow up question. Questions must be created prior to creating the protocol, scheduling the interviews, and applying the template to the enrollee.
Notes
You can only see protocols for your entity and any of your sub-entities.

Info
All verifications are defaulted to Facial Verification (ShadowFace). Voice Verification (ShadowVoice) will  initiate in the event that a facial verification fails, or if the "Facial Image Not Required" setting is set to "Yes".

Creating Interview Questions

  1. From the green navigational menu, select the select the  "Templates" tab.
  2. Select the "Interview Protocols" sub tab
  3.  Select the "+Question" button.
  4. Enter a Name for the question. Titling it something that identifies the content in the question is helpful (Ex - Employment)
  5. Enter the question text. If the enrollee is Spanish speaking, type the question in Spanish.
  6. Add Optional Notes if needed.
  7. Select an Entity to share the protocol with. You can share questions with as many entities as you like. This is ideal for multiple entities that will have the same standard questions. 
  8. Select the follow up question from the drop down menu at the bottom of the form, if you have already created the follow up question. If you have not created the follow up question, you can create the primary question without appending a follow up for now. You will associate the primary question with the follow up question when you create it. 
  9. Click Save. Next, create your follow up question. Please refer to the steps in the next section for details on how to do this.
Things to remember when creating interview questions:
  1. The primary question must be worded so that it warrants a yes or no response (Ex - Has your address changed since your last interview)
  2. The follow up question should be worded so that it prompts the enrollee to respond with an answer (Ex - Please give us your new address)
  3. Every primary question must have a follow-up question associated with it. Please ensure you do not miss this crucial step when creating new questions. 

       
 

Creating Follow-up Question

  1. To add a Follow-Up Question Click "+Question" under follow up tab .
  2. Name and Enter the Follow-Up Question, linking it to the primary question.
  3. Click "Save".
Alert
You MUST link your follow-up question to the primary question.
Alert
Word the question so that the enrollee can provide more information in regards to the primary question

 

Creating Protocols

  1. Create an Interview Protocol Click "Protocols", then "Interview Protocol".
  2. Click on +Interview Protocol
  3. Name the Protocol.
  4. Choose a Language and Entity.
  5. Link Questions by clicking them on the right.
  6. Click "Save".

               

Interview Schedule Template

  1. After creating the interview questions and the protocols, the schedule template must be made.  Please use this link to create an interview schedule.

Applying the template to enrollee

  1. The last step in the process is applying the template . This step applies the questions and protocols to the enrollee. Please use link to create.
You’re all set! Follow these steps to manage your interview protocols efficiently.








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