Overvie

Use the following process to get started with the COVID-19 module. 


System Prerequisites

PREREQUISITES: You must have System Administration permissions to complete these tasks.

  1. Verify you have Business Hierarchy established (Administration / Business Hierarchy)
  2. Verify you have all User and Contacts uploaded and assigned to the proper Business Entity and Position (Administration / Users and Contacts)


Adding COVID-19 Vaccination Status

In order to collect information about employee vaccination status:

  1. Select the COVID-19 Vaccination Form
  2. Click the Add Vaccination Status button
  3. Proceed to fill out the Form details which detail the User's vaccination status. Currently, this module will not track unmanaged contacts. Selecting an unmanaged contact will result in a Validation error.

Adding COVID-19 Test Results

In order to collect information about employee test results:

  1. Select the COVID-19 Test Results Form
  2. Click the Add Test Result button
  3. Proceed to fill out the Form details which detail the User's test results. Currently, this module will not track unmanaged contacts. Selecting an unmanaged contact will result in a Validation error.