Team Supervision
The Team Supervision identifier helps officers and administrators easily distinguish cases that are managed by a team of officers, rather than by a single officer. This also allows for configurable reporting frequencies for enrollees assigned to Team Supervision, ensuring clear expectations and streamlined appointment management.
Enabling Team Supervision Flag
To enable the Team Supervision Flag for an enrollee, navigate to the enrollee dashboard and select the enrollee's name
- Select the "Profile" tab in the enrollee's profile
- Select the "Details" subtab and select "Edit"
- Select "Yes" for the Team Supervision setting within the pop-up
- Select the desired reporting frequency from the dropdown (Bi-Monthly, Monthly, or Quarterly)
Once saved, the Team Supervision flag will appear in red at the top-right of the enrollee profile, right next to their name. This displays "Team Supervision - (Frequency Selected)"
When creating an appointment for an enrollee who is marked as Team Supervision, the Team Supervision flag will appear at the top of the appointment creation window, displaying the reporting frequency for reference.
Creating an Appointment for Team Supervision Enrollees
When creating a calendar appointment, either from the Navigation Menu Calendar or the User Calendar, a filter has been added to search for enrollees based on their Reporting Frequency.
- Create New Appointment
- Field in all necessary fields
- Select +Enrollee
- Use the Reporting Frequency Filter by typing "Monthly", "Bi-Monthly" or "Quarterly"
Related Articles
Creating New Registers and Payment Types for an Entity
Understanding Registers and Payment Types Only Shadowtrack sys admins can access this setting. This service and other settings referenced in the article here must be set up by the Shadowtrack team before a customer can use the ShadowPay service. In ...Enrollee's Profile Tab
The Profile tab within the enrollee profile will display information such as Basic Info, Case Details, Enrollment Information and Phone Services. Below are all of the fields displayed in each of these sections and subtabs. Basic Information First, ...ShadowVisit Trouble Shooting Guide
ShadowVisit Trouble Shooting Guide Things to Check The following items should be checked in the event the enrollee experiences an issue with checking in for their office visit: Make sure the enrollee has the Enrollee App installed on their mobile ...ShadowPay Features
What is ShadowPay ShadowPay allows you to collect payments from enrollees for supervision fees, fines, restitution, and more. A register on the enrollee profile allows users to track balances due and payments made. Users can collect payments from ...Interview Exceptions Report
Accessing the Interview Exceptions Report To view and manage the Interview Exceptions Report, follow these steps: Navigate to the Reports Section: From the left navigational menu, click on the Reports tab. Select the Interview Exceptions Tab: Within ...