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Ce Check-in Web Training & Product Guide

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Page 1: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Ce Check-in Web Training & Product Guide

Page 2: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff to monitor their compliance. The core features of the Client and Officer Portal are described below.

Client Portal for Supervised Individuals

● Secure user registration with PIN and password● Ability to check-in from any web-enabled device such as a desktop computer or mobile device● Multi-language support for English and Spanish● Capture an image for identification via webcam● Complete a required questionnaire assigned by Community Corrections Staff● Receive reminders via e-mail regarding upcoming report dates, missed reports and reporting schedule changes

Officer Portal for Community Corrections Staff

● Secure user registration with email verification and password setup● Ability to login from any web-enabled device such as a desktop computer or mobile phone● Access to Officer Dashboard with key metrics of automated reporting● Receive desktop notifications via a news feed when important events occur, such as missed reports and answers to flagged

questions● Client list screen to view check-in history, registration status and eligibility for reporting methods ● Agency specific client questionnaires and client reporting schedules● Increase reporting compliance through SMS text, phone or email reminders, as well as SMS chat● Receive the most up-to-date data through an integration with Caseload Explorer such as client demographics, caseload

assignment and classification● Automatically record contacts and missed check-ins in Caseload Explorer through an integration with Ce Check-in

| DESCRIPTION & CORE FEATURES

*Ce Check-in also provides Kiosk functionality through a separate subscription. Contact [email protected] for details on Ce Check-in Kiosk. 2

Page 3: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

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TOPICS

1. About Client Reporting

2. Client Portal

3. Client Email Notifications

4. Officer Portal

5. Caseload Explorer Integration

6. Ongoing Support

For details on the SMS Chat and Reminders functionality click here:

SMS Chat and Reminders

Page 4: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Ce Check-in can automatically enable a reporting schedule for a client assigned to a caseload flagged to automatically report based on the client’s supervision level (classification). Alternatively, a client’s reporting schedule can be set manually to report by supervision level if they are on a caseload that is not set to automatically report. The available reporting schedules are listed below, as well as the rules and outcomes regarding the client reporting window, client reminder email and missed check-ins. Note: All events and notifications are based on the client’s time zone.

| CLIENT REPORTING

Schedule Client Reporting Window Client Reminder Email Missed Check-in Notice to Officer and Client

Daily Begins at midnight every day and ends at 11:59pm each day.

If a check-in has not occurred by noon, an email reminder is sent to the client.

If a check-in has not occurred before midnight each day, the officer receives a missed check-in notification in the News Feed and the notice is emailed to the client.

Weekly Begins at midnight on Sunday every week and ends at 11:59pm on Saturday that same week.

If a check-in has not occurred by midnight on Wednesday, an email reminder is sent to the client.

If a check-in has not occurred before midnight on Saturday, the officer receives a missed check-in notification in the News Feed and the notice is emailed to the client.

Monthly Begins at midnight on the 1st of every month and ends at 11:59pm on the last day of that same month.The end day changes to the 10th of that month when “Days 1 through 10” is selected.

If a check-in has not occurred by midnight 7 days before the last day of the month, an email reminder is sent to the client. When “Days 1 through 10” is selected, the reminder email is delivered 3 days before the end of the 10th day.

If a check-in has not occurred before midnight on the last day of the month, the officer receives a missed check-in notification in the News Feed and the notice is emailed to the client.

Quarterly Begins at midnight on the first day of each quarter and ends at 11:59pm on the last day of each quarter.

If a check-in has not occurred by midnight 7 days before the last day of the quarter, an email reminder is sent to the client.

If a check-in has not occurred before midnight on the last day of each quarter, the officer receives a missed check-in notification in the News Feed and the notice is emailed to the client.

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Page 5: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Client Portal

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Page 6: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

In order for a client to gain access to Ce Check-in, the client must have the required information in Caseload Explorer. Ce Check-in will sync clients from Caseload Explorer when the following requirements are met. If the client belongs to a caseload that is automatically setting reporting schedules, he/she will be assigned a reporting schedule based on his/her classification level and the mapping provided to AutoMon.

1.Client must be on an active caseload (client cannot be on a closed caseload).

2.A valid value for the following fields on the client’s property sheet: PIN, Date of Birth, Gender, Race, Last Name and First Name.

For Clients on Caseloads that are not Automatically Setting Reporting Schedules:

Once the client is synched and appears in Ce Check-in, you must go to their Client Overview and do the following two steps:

1.Click “Change” from the “Reporting Status” panel.

2.Select “Web Reporting” from the Reporting Options dialog.

3.Select either “Use Classification Schedule” or “Custom Schedule”

4.Now, the client can be instructed to complete his/her setup from www.cecheckin.com.

NOTE: If there is no mapping for the particular classification /supervision level, then the option for “Use Classification Schedule” will not be available in Ce Check-in.

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| CLIENT PORTAL: CREATING A CE CHECK-IN USER

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Page 7: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

For Clients on Caseloads that are not Automatically Setting Reporting Schedules, you will need to enable Web Reporting and set their reporting schedule.

Once the client is synched and appears in Ce Check-in, you must go to their Client Overview and do the following two steps:

1.Click “Change” from the “Reporting Status” panel.

2.Select “Web Reporting” from the Reporting Options dialog.

3.Select either “Use Classification Schedule” or “Custom Schedule”

4.Now, the client can be instructed to complete his/her setup from www.cecheckin.com.

| CLIENT PORTAL: CREATING A CE CHECK-IN USER

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NOTE: If there is no mapping with Caseload Explorer for the particular classification /supervision level, then the option for “Use Classification Schedule” will not be available in Ce Check-in.

Page 8: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Once a client meets the requirements in Caseload Explorer listed here. Once a client meets the requirements in Caseload Explorer listed here, he/she will be eligible to enroll in Ce Check-in. First, navigate to www.cecheckin.com. To enroll, the client must select the “New to Ce Check-in? Sign up” button below.

| CLIENT PORTAL: STEP 1 - ENROLLING IN CE CHECK-IN

To change the language from English to Spanish at any time, select “Language” from the top right menu. Then, select “Spanish” from the drop-down list.

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The next step for Account Setup is to verify your identity. Provide your last name and Date of Birth in the space provided. Note: Date of Birth must be formatted as MM/DD/YYYY. Once verified, you will navigate to the final step of the Account Setup.

| CLIENT PORTAL: STEP 2 - ENROLLING IN CE CHECK-IN

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This final screen will display your PIN; please write this down as it will be needed for future logins. To complete the Account Setup, create a password, select a security question and answer, and include your email address to receive important notifications. You will then be logged into Ce Check-in. Next time you return to www.cecheckin.com, you will you will use your PIN and password combination to log in.

| CLIENT PORTAL: STEP 3 - ENROLLING IN CE CHECK-IN

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Page 11: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

To access Ce Check-in’s Client Portal, go to www.cecheckin.com from a supported web browser (Internet Explorer 8 or greater, Google Chrome, Firefox or Safari). Enter your PIN and password.

| CLIENT PORTAL: LOGGING INTO CE CHECK-IN

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Page 12: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Once you are successfully logged in, you will be navigated to the welcome screen shown below. To begin, select the “Check-in” button.

| CLIENT PORTAL: NAVIGATING TO CE CHECK-IN

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Page 13: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

During a check-in you must elect to allow your location and/or GPS to be tracked. It is required that GPS is enabled on your device and that you elect to share location information when prompted. An example of a prompt to share your location is shown in the screenshot below. Please see your device’s manual for how to enable GPS on your device and ensure this is enabled prior to completing a check-in.

| CLIENT PORTAL: ENABLING LOCATION & GPS

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This screenshot is an example of a prompt to share location. This will vary depending on the browser being used by the client.

Page 14: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

To reset your password, follow these steps:

1.Select “Forgot password” from the “Need help?” link

2.Select your Jurisdiction (the agency who supervises you) and your PIN.

3.Provide the answer to the security question.

4.Create a new password.

| CLIENT PORTAL: RESETTING YOUR PASSWORD

STEP 1 STEP 2

STEP 3 STEP 4

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Page 15: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

To retrieve your PIN, follow these steps:

1.Select “Forgot PIN” from the “Need help?” link

2.Select your Jurisdiction (the agency who supervises you), enter your last name and your Date of Birth.

3.Provide the answer to the security question.

4.Write down your PIN.

| CLIENT PORTAL: RETRIEVING YOUR PIN

STEP 1 STEP 2

STEP 3 STEP 4

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The check-in is comprised of up to four steps. The first step is capturing an image so that the Probation Officer may verify your identity. When you have your webcam ready, or the camera accessible from your mobile device, you will be able to take a picture. The webcam relies on HTML5 with a flash fallback so that most operating systems and browsers are supported.

| CLIENT PORTAL: CHECK-IN STEP 1 – TAKE A PHOTO

To retake an image using the webcam, select the “Take Photo” button. This will restart the webcam feed and allow you take a new image.

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| CLIENT PORTAL: CHECK-IN STEP 2 – READ MESSAGE

If the client has a message or multiple messages to read, the message(s) will be displayed as Step 2 of the check-in.

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| CLIENT PORTAL: CHECK-IN STEP 3 – CONTACT UPDATES

If your agency has elected to allow a client to update their contact information during a check-in, Step 3 will present the client’s most updated information from the system of record.* The client can update his/her home address, mailing address, phone number and email. Any changes made to the client’s information will be updated in the agency’s system of record.* Additionally, a notification will be created and displayed on the officer’s News Feed with details about the updated information.

*This requires an integration with Caseload Explorer or an alternate case management system.

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| CLIENT PORTAL: CHECK-IN STEP 4 – QUESTIONNAIRE

The final step of the check-in is answering the questionnaire. All questions displayed require either a “Yes” or “No” answer.

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| CLIENT PORTAL: CHECK-IN SUCCESSFUL

Once the client has completed all the required steps for a check-in, he/she will click the “Check-in” button from the screen. If the check-in was successful, the client will see this message displayed below with a message including their next check-in date.

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Client Email Notifications

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| CLIENT PORTAL: NEXT CHECK-IN REMINDER

Based on the rules listed here, Ce Check-in will automatically send reminder emails to clients who have not completed a check-in by a certain time during their reporting window. An example of this email reminder is displayed below.

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| CLIENT PORTAL: MISSED CHECK-IN NOTIFICATION

Based on the rules listed here, Ce Check-in will automatically send missed check-in notices via email to clients who did not complete a check-in by a certain time during their reporting window. An example of this email is displayed below.

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Page 24: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

| CLIENT PORTAL: REPORTING SCHEDULE CHANGE

Whenever a client’s reporting schedule changes, Ce Check-in will automatically send a notice of the change via email to clients. This will describe what the new reporting schedule is. An example of this email is displayed below.

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Page 25: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Officer Portal

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Page 26: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Ce Check-in’s Officer Portal is part of the Ce Connect Suite. Before you can access the Officer Portal, you must first complete the registration for Ce Connect. Once you receive the email below, simply click “Confirm Now” to set up a password.

| OFFICER PORTAL : CONFIRMING YOUR REGISTRATION

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When completing the Ce Connect registration, a password must be at least 7 characters long and contain one special character, such as !, @ or #. Once you are successfully registered, you will automatically be redirected to the Ce Connect login screen.

| OFFICER PORTAL: CREATING YOUR PASSWORD

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Page 28: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

To access Ce Check-in’s Officer Portal, go to www.ce-connect.com from a supported web browser (Internet Explorer 8 or greater, Google Chrome or Firefox). Enter your User Id (email address) and password from Ce Connect. If at any time you forget your password or wish to reset it, go to the lower left corner of the page and click “Forgot password.” This will generate an email with instructions on creating a new password.

| OFFICER PORTAL: LOGGING INTO CE CONNECT

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Page 29: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

After you have successfully logged into Ce Connect, select the “Ce Check-in” icon highlighted below to navigate to the Officer Portal. Note: Users will only see icons the agency has subscribed to and have permission to view.

If you or your agency has access to only Ce Check-in, you will not see the Ce Connect screen shown here. Instead, you will be taken directly to the Ce Check-in Officer Portal.

| OFFICER PORTAL: NAVIGATING TO CE CHECK-IN

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Page 30: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

When you first log into Ce Check-in, you will be presented with a reporting dashboard that reflects several metrics updating in real-time. These metrics include the number of completed check-ins, excused check-ins, suspended check-ins and sporadic check-ins (referring to clients who have a pattern of not checking-in). Other metrics include Failure to Report (FTR) Statistics and trends along with percentage of compliance and check-in trends.

|OFFICER PORTAL: UNDERSTANDING THE DASHBOARD

If your agency uses both Kiosk and Web Check-in, you can filter your dashboard to show only Web Reporting data or Kiosk Reporting data, or both. Also, select a date range to view data for a specific time frame.

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Page 31: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Once you have entered the desired date range into the dashboard, you will have the ability to click on a metric to access the tabular data, which consists of a listview of clients that are populating that specific metric.

|OFFICER PORTAL: ACCESSING TABULAR DATA

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|OFFICER PORTAL: EXPORTING DATA

Once you have opened an individual report from the dashboard, the data will show up on your screen and give you the option to export it for your records. The default program will always be Microsoft Excel, but other options are available to you based on your needs.

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Page 33: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

| OFFICER PORTAL: UNDERSTANDING THE NEWS FEEDTo view the news feed, select the news icon from the menu on the left of your screen. Once you click on this icon, you are presented with a News Feed of important events that occur regarding the clients you supervise. There are three different types of notifications that will appear here: missed check-ins, answers to flagged questions and updates to contact information.* Whenever there are new notifications, these will be flagged as “new” each time you visit your News Feed. To sort the list by name or by date, you must click on either column header.

To quickly access a client’s check-in history, details about a specific check-in or to manage the client’s eligibility, click on their name from the News Feed.

*Contact Information Updates functionality may require an integration with Caseload Explorer or an alternate case management system.

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Page 34: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

| OFFICER PORTAL: VIEWING ANOTHER CASELOAD

From the News Feed, you have the ability to search for another caseload if you wish to see the notifications generated for those clients. To do so, click in the “Add a caseload” search box and begin typing the Caseload Name you wish to add. Once you find the caseload, select it from the results to see the notifications generated for that caseload. Note: By default, the News Feed will populate with the caseloads assigned to you.

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| OFFICER PORTAL: MISSED CHECK-INS

Whenever a client you manage misses a required check-in, a missed check-in notification will be displayed on the news feed. The notification includes how many consecutive check-ins were missed and the percentage of total number of required check-ins missed since the client was enrolled in Ce Check-in. If the client has completed a check-in prior to the missed check-in, the last check-in date will also be displayed.

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| OFFICER PORTAL: ANSWERS TO FLAGGED QUESTIONS

Whenever a client you manage answers a question that is flagged for a “Yes” or “No” answer, a notification will be displayed in the News Feed. The notification will include the answers given and the questions that were flagged during the check-in.

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| OFFICER PORTAL: UPDATES TO CONTACT INFORMATION

Whenever a client you manage makes a change to his/her home address, mailing address, phone number and/or email address, a notification will be displayed in the News Feed. The notification will include the details of what changes were made during the check-in.*

*Contact Information Updates functionality may require an integration with Caseload Explorer or an alternate case management system.

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| OFFICER PORTAL: SENDING A MESSAGE TO A CLIENT

From the News Feed, you can send a message to a client on any caseload. To send a message, click “Compose Message,” in the upper right corner in news feed. Search for the client by entering the first name, last name or PIN. After you have entered the message body, click “Send Message.” The message will then be displayed to the client at his/her next check-in.

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| OFFICER PORTAL: SEARCHING FOR A CLIENT

From anywhere in Ce Check-in, you can search for a client from the header. To begin your search, enter the First Name, Last Name or PIN for the client you wish to find. As you type, the search results will filter based on the search criteria you have entered. Once you have found the client, select his/her name to navigate to the Client Overview screen.

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Page 40: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

| OFFICER PORTAL: CLIENTS LIST SCREENThe third tab of Ce Check-in is called “Clients.” The Clients List Screen will display all clients assigned to the caseloads you supervise. This screen includes the client’s name, PIN, eligibility status/registered status, phone number, caseload assignment, number of FTRs (Failure to Report), Last Report date recorded in Ce Check-in and the percentage of compliance from 0-100%. To view the Client Overview, click on the client’s name. To view details about the Last Report, click on the last report date. You can also sort this list by Name, Registration, Status, Caseload, FTRs, Last Report and Compliance by clicking on any of the column headings.

To view another caseload’s client list, search for the caseload by name in the search box provided. This will add the clients assigned to that caseload to your Clients List Screen.

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Page 41: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

| OFFICER PORTAL: CLIENT OVERVIEWThe Client Overview screen is accessed either by search or by clicking on the client’s name from any screen. This screen will include the client’s reporting history with the ability to view the date/time, status, duration, method, location of where the check-in occurred and the photo capture. To sort by any of the fields, just click the column heading of preference. To view by status type, click on the status drop down list found on the top right of the reporting history grid. To view details about the check-in, select the date from the date column. You can also select the location link, which will show you the approximate location of where the check-in occurred. To view the image captured, you can click on the thumbnail to view it in a larger format.

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| OFFICER PORTAL: REPORTING METHODS

A client’s access to web reporting is managed from the Client Overview Screen. To allow or disable a client’s access to web reporting, select the “Change” button from Reporting Status. From the Reporting Options dialog, deselect or select “Web Reporting” to grant access or restrict access for the client. Note: By default, a new client will be inactive so you will need to ensure you have “Web Reporting” selected if you wish to grant a new client access to Ce Check-in.

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| OFFICER PORTAL: REPORTING SCHEDULE

To manage a client’s reporting schedule, select the “Change” button from Reporting Status on the Client Overview screen. A “Classification Schedule” can be configured by your agency to automatically schedule reporting requirements based on the Classification of a client in Caseload Explorer (i.e. Low Risk clients must check-in once a month) and for eligible caseloads. A “Custom Schedule” allows you to specify the frequency and rate (i.e. once per day, week or month). WIth the “Reporting Window,” you can allow a client to check-in at anytime during the reporting schedule, or restrict them to report within their birthday week or just Days 1 through 10. And with “Reporting Window Behavior,” you can choose whether the reporting schedule is to be considered recommended or required by the client.

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Recommended: Client can report outside of the reporting scheduleRequired: Client cannot report outside of the reporting schedule

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| OFFICER PORTAL: RESETTING A CLIENT’S REGISTRATION

If a client forgets his/her answer to the security question and the password cannot be retrieved, you can reset a client’s registration so he/she can complete the account setup again. To do this, select “Reset Registration” from the Client Overview screen. Once the registration has been reset, the client can now be instructed to complete the account setup process here. Note: All reporting history is saved when a client’s registration is reset.

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| OFFICER PORTAL: EXCUSING CLIENT CHECK-INSIn the event that you wish to excuse one or more scheduled or missed check-in(s) for a client, you may select the “Excuse” button on the right. This will exclude the selected check-in(s) from being calculated in the client’s compliance and FTR count. The “Excuse Occurrences” dialog will prompt you to select the date range, provide a reason and leave details in the comment field. In Caseload Explorer, this “Excused” check-in will show as “Missed” from the Events screen, but will not have an FTR (failure to report) flag on it and will have comment stating: “Check-in was Excused.”

From the reporting history grid, the data can be sorted by clicking on column headings which includes Date, Status, Duration and Method.

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| OFFICER PORTAL: REPORTING DETAILS SCREENTo view the details of a completed check-in, click on the date of the check-in from either the News Feed, Last Report date on the Clients List Screen, or the date from the Client Overview Screen. You will be able to view: Report Details, Location Details, Questionnaire and Contact Information Updates.*

*Contact Information Updates functionality may require an integration with Caseload Explorer or an alternate case management system.

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| OFFICER PORTAL: UNDERSTANDING LOCATIONS

In order for Ce Check-in to capture the client’s IP address/location during a check-in, the client must elect to allow his/her location to be tracked

when prompted. If this is not enabled, then Ce Check-in cannot capture the location information for that client. For this reason, we recommend

that the agency require that GPS is enabled on the client’s device and that the client elects to share location information when prompted.

Ce Check-in uses the W3C Geolocation API to determine the location of a client's check-in device. The W3C Geolocation API is agnostic to the

method the browser used to locate a device because devices vary on how they determine location. A check-in device determines its location by one

of the following methods: GPS, WiFi triangulation, cell tower triangulation, or IP-based geolocation. Each of these methods provides a varying

degree of accuracy, from GPS as the most accurate, to IP-based geolocation as the least accurate. Methods with a high degree of accuracy, e.g., GPS,

will be accurate within a few meters. Methods with a low degree of accuracy, e.g., IP-based geolocation, will only be accurate within several miles.

Ce Check-in records the coordinates of a check-in device, but it also records the accuracy of that location.

If the location is captured for a client’s check-in, Ce Check-in records the coordinates of that check-in and the accuracy of that location. The radius of

the circle indicates the accuracy of the geo location, while the center represents the latitude, longitude coordinates. If GPS is not enabled then we

will not be able to provide the GPS location.

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This screenshot is an example of a prompt to share location. This will vary depending on the browser being used by the client.

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| OFFICER PORTAL: VIEWING ACTIVE CHECK-INS

To view a list of clients who have started a check-in, navigate to the last tab from the header called “Web.” The Web screen will display in a card view all the clients assigned to you who have started a check-in.

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Caseload Explorer Integration

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| CASELOAD EXPLORER: POPULATING THE CONTACT EVENT

When missed check-ins or completed check-ins occur in Ce Check-in, this data is automatically populated in Caseload Explorer to reduce duplicate data entry and save time. Under the “Events” tab from the client’s property sheet in Caseload Explorer, all completed, excused and missed check-ins will be recorded. These will be shown as entered by “System Manager” to distinguish which events were created by Ce Check-in. The status column will show if the check-in was completed or missed. The “Missed” status will include both standard misses and misses that were excused. Additionally, the event details will display the method of reporting (Web Check-in) and the approximate location of where the check-in occurred (IP address).

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| CASELOAD EXPLORER: COMPLETED CHECK-INS

To see the details of a Completed Check-in in Caseload Explorer, expand the row from the Event list. “Contact With Offender” will be displayed as “Yes.”

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| CASELOAD EXPLORER: MISSED CHECK-INS

To see the details of a Missed Check-in in Caseload Explorer, expand the row from the Event list. “No Contact” will be displayed as “Failure to Report” and “Contact with Offender” will be displayed as “No.”

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| CASELOAD EXPLORER: EXCUSED CHECK-INS

To see the details of an Excused Check-in in Caseload Explorer, expand the row from the Event list. “No Contact” will be displayed as “Negative” and “Contact with Offender” will be displayed as “No.”

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| CASELOAD EXPLORER: CLIENT INFORMATION UPDATES

If your agency is configured to allow clients to update their home address, mailing address, phone number and email address while completing a check-in, these changes will be updated in your system of record. This requires an integration with Caseload Explorer *

As a Caseload Explorer user, you can configure your tree to display an alert whenever a client you manage has an update to his/her contact information.

Update made from Ce Check-in

Update made from Ce Check-in

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Page 55: Ce Check-in Web - AutoMon · Ce Check-in* Web is comprised of a web-based reporting system for individuals on supervision and an administration portal for Community Corrections Staff

Subtopics:

1.Release Notes

2.Reporting Issues

3.Knowledge Base Articles

4.Feature Requests

TOPIC 11: ONGOING SUPPORT

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OVERVIEW

RELEASE NOTES

To view the release notes, log into Ce Check-in and select “Release Notes” from the User Menu located in the header on the far right of the screen.

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REPORTING ISSUESAny questions/issues/problems found should first be reported to your Supervisor. If your Supervisor is unable to answer the question and/or resolve the issue, then the Supervisor will report the issue to IT or your agency’s designated contact. All relevant information will be necessary to relay to AutoMon (i.e. staff with the question/issue, client and instrument being used at the time of the issue, any error message, what troubleshooting the Supervisor/Probation Officer has completed, etc). If IT is unable to resolve the issue, IT will then report the issue to AutoMon via AutoMon’s support portal, TeamSupport.

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KNOWLEDGE BASE ARTICLES

OVERVIEW The Knowledge Base is a forum for customers to easily search for answers to questions they have about Ce Assessments. A link to “Search Knowledge Base” is available on the right side of the Release Notes screen. When a user clicks the link, they will be directed to the Knowledge Base login screen shown below.

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KNOWLEDGE BASE - REQUESTING ACCESS

OVERVIEW If the user has not used Knowledge Base before, they must first request

access. To request access, the user must enter their email address and

click “Request Access”. The user will receive an email with a user ID and

temporary password. The email will include a link to login and change

their temporary password. That link will direct the user back to the login

screen where they can enter the user ID and password to login.

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KNOWLEDGE BASE - CHANGING PASSWORD

OVERVIEW After signing in to the Knowledge Base with their User ID and temporary

password, the user can customize their password by clicking “Account

Settings” in the upper right corner of the Knowledge Base home screen.

This link will direct the user to a page where they can update their name

and contact information. They will also be able to choose and confirm a

new password.

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SEARCH KNOWLEDGE BASE

OVERVIEW Knowledge Base has a search field at the top of the screen. A user can

type a keyword into the field and click “Search”. The search will reveal

any Knowledge Base articles related to the keyword. The user can select

the row of the article to access the article which will include text and

screenshots to help the user find the answer to their question.

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FEATURE REQUESTS

We want to hear from you! If you have ideas for new features, please forward these ideas to your Manager. The Manager will then consult with IT, who will consult with AutoMon as needed. Below is an example of a Customer Request for Enhancement Form that will be filled out when requesting new features for Ce Assessments.

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COPYRIGHT© 2016 AutoMon, LLC. All rights reserved. No part of this publication may be reproduced without the prior written consent of AutoMon, 10450 N. 74th Street, Suite 210, Scottsdale, AZ 85258.

COMMENTSYour feedback is important to us and will help us to provide the most accurate and high quality information possible in our documentation. Send us comments or suggestions by e-mail to [email protected].

CHANGESThe material in this document is for information only and is subject to change without notice. AutoMon makes no representation or warranty, expressed or implied, as to its completeness, accuracy, or suitability, and assumes no liability resulting from errors or omissions in this document or from the use of the information contained herein. AutoMon reserves the right to make changes in the product design without reservation and without notification to its users.

CONTACTAutoMon, LLC 10450 North 74th Street, Suite 210Scottsdale, AZ 85258Phone: 480.368.8555Fax: 480.718.7322

For Technical Support, visit AutoMon Support Portal

For Product Information, please email [email protected]

| ADDITIONAL SUPPORT & CONTACT INFORMATION

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