Transferring Enrollee(s), Inmate(s) and User(s) to other Users/Entities

Transferring Profiles in ShadowtrackONE

The ShadowtrackONE software allows users to transfer an enrollee/inmate/user from one user/entity to another.

All users should be unassigned from the enrollee/inmate before you transfer them to another entity. For details on how to assign or unassign a user from an enrollee/inmate, please refer to the article here

Enrollees

To transfer an enrollee:

1. Go to the Enrollees tab (Dashboard) from the main navigational menu
   
2. Here, you will see an icon that looks like two arrows listed next to each enrollee's name in the list
   
3. Select the arrows to transfer the enrollee to the desired entity
   
4. Select the desired entity from the drop-down list. You will only see entities you have access to in this list.
   
5. Select Save
   

When transferring an enrollee with assigned hardware to another entity, the hardware will also be moved into the new entity. A message will appear stating "This enrollee has hardware assigned that is currently not in the destination entity. To ensure billing accuracy, the assigned hardware will also be moved to the new entity along with the enrollee.''

After transferring the enrollee, make sure you reassign the new user and/or protocol if applicable. Please refer to the article linked above for instructions on assigning a new user to an enrollee. Please refer to the article here for instructions on assigning a protocol to an enrollee. 

To transfer a user's entire case load:

1. Go to the user's profile page
   
2. Select "Enrollees" tab
   
3. Select "Select All" 
   
4. Select "Reassign"
   
5. Select assigned user(s) from the dropdown menu
   
6. Select "Reassign"

Inmates

To transfer an inmate:

1. Go to the Inmates tab (Dashboard) from the main navigational menu
   
2. Select the "Active" tab 
3. Here, you will see an icon that looks like two arrows listed next to each inmate's name in the list
   
4. Select the arrows to transfer the inmate to the desired entity
   
5. Select the desired entity from the drop-down list. You will only see entities you have access to in this list.
   
6. Select Save
   

Users

To transfer a user:

1. Go to the user's profile by searching the name in the universal search bar, or select the user's profile from the Entity's page > Users tab
   
2. Select "Edit" from the "Details" section
   
3. Select the "Entity" dropdown, select the entity you wish to move the user to
   
4. Select "Save"

• Related Articles

• User Permissions and Access Details

  User Roles HospitalAdmin: Ability to view the ShadowAlertness Dashboard based on entity assigned hospitals When a Corrections Officer logs into ShadowAlertness and selects one of the HospitalAdmin's assigned hospitals, they will see the following ...

• Create a New User Profile

  To add a new user to the application: Search for the desired entity you would like to associate the user with from the main search field On the user profile, select the Users tab Next, select the +User button Enter the following information for the ...

• Assigning/Unassigning a User from an Enrollee

  The Importance of Assigning a user to an Enrollee It is important to assign a user to an enrollee because you want someone to be notified when a non compliant event or alarm occurs for the enrollee. The assigned user will receive automated email ...

• Transferring Inventory In ShadowtrackONE

  These steps will guide you through the process of transferring inventory within ShadowtrackONE. Prerequisites Log in to ShadowtrackONE with a TenantAdmin or SysAdmin account. Steps Navigate to the "Devices" section on the website. Click on the ...

• Deactivate an Inmate That Is Active

  Deactivate an Inmate that is Active in the ShadowtrackOne Platform To deactivate an inmate, follow the steps below. Search for the desired inmate by name using the universal search. Once on the inmate profile, click on the Profile tab> Basic ...