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Group 43

Using The Personal Protective App (PPA)

Learn how the PPA works with our quick in-app demos.

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Vaccine Tracker

Tailor the Vaccine Tracker to your organization with approvals and customization settings.

Customizing Your Vaccine Tracker

Enable the Vaccine Tracker and customize its settings.

Creating Custom Notifications and Messaging

Create email notifications and custom messaging for users based on their vaccination status.

Setting Up Approvals & Reviews

Enable vaccine record reviews and give additional users permission to approve or deny requests.

Test Tracker

Customize your COVID-19 Test Tracker with adjustable testing requirements and permissions.

Customizing Your Test Tracker

Enable the COVID-19 Test Tracker and customize its settings.

Creating Custom Notifications and Messaging

Customize email notifications for users based on their test results and setting required intervals between test record uploads.

Setting Up Approvals & Reviews

Enable test record reviews and give additional users permission to approve or deny requests.

Self-

Assessment

Allow employees to assess their own symptoms with customizable screening questions and more.

Setting Up Your Self-Assessment

Enable self-assessments and create customizations.

Customizing Screening Questions

Enable and customize screening questions for self-assessments.

Visitor Screening

Choose from 3 types of Visitor Screening to safely screen anyone outside your organization.

Types of Visitor Screening

Review the 3 types of visitor screening available through the PPA.

Setting Up Your Visitor Screening

Enable and customize your visitor screening.

Customizing Visitor Screening Questions

Enable and customize visitor screening questions.

Resource Centre

Share important health and safety information with employees directly through the PPA.

Using Your Resource Centre

Enable and customize your organization’s Resource Centre.

User Management

Easily view, edit, and update user access and their health records through the PPA’s administrative controls.

Managing Your Users

Manage user access to your organization’s PPA.

Creating User Records

View and manage users’ self-assessment, vaccination, and test records.

Accessing In-App User Reporting

Review users’ daily onsite reporting directly
in the PPA.

Adding Users Using Templates

Add and edit users with a simplified template.

Additional Administrative Controls

Your organization’s administrators can customize access permissions and other settings at any time.

Customizing Your Temperature Settings

Enable and customize temperature checks in the PPA.

Adding Manager Permissions

Give additional managers permission to access and edit user information.

Exporting Reports

Use Google’s Data Studio to view records and export reports.

Try Go Evo’s

Vaccination Tracking App Today

Find out why we’re trusted by over 500 organizations.

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize Email Notifications and Create Custom Messaging for the Vaccine Tracker.

For Each Vaccination Status:

  • Customize Messages to Users after Vaccine Record Upload
  • Customize Email Notification Messages

How to Enable a Vaccine Record Reviews & Approvals Process.

  • Enable/Disable Vaccine Record Approval Process
  • Select Users with Permission to Approve/Deny

Notifications:

  • Select Users to Receive Approved/Denied Notifications
  • Customize Email Notification Messages

Vaccine Exemption Customization

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Enable/Disable the Test Tracker and Configure General Settings.

  • Enable/Disable the Test Tracker
  • Select User Access

Customization Options:

  • Customize Testing Intervals
  • Customize Frequency of Test Record Submission Requirement
  • Positive Test Record Exemption & Exemption Length

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize Email Notifications and Create Custom Messaging for the Test Tracker.

For Each Test Status (Positive/Negative):

  • Enable/Disable Notifications
  • Select Users to Receive Notifications
  • Customize Notifications (In-App & Email) for each status
  • Email Reminders to Submit Test Records & Frequency

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Enable a Test Record Reviews & Approvals Process for the Test Tracker.

  • Enable/Disable Test Record Approval Process
  • Select Users with Permission to Approve/Deny

Notifications:

  • Select Users to Receive Approved/Denied Notifications
  • Customize Email Notification Messages

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize the Self-Assessment.

  • Enable/Disable the Self-Assessment Icon
  • Select Users to Provide Access to the Self Assessment Icon.
  • Select Users to Complete an Assessment

Customization Options:

  • Enable/Disable the Onsite Question
  • Customize Locations for Onsite
  • Enable/Disable Temperature Checks in the Self-Assessment

Notifications:

  • Enable/Disable Email Notifications for each Screening Status
  • Select Users to Receive Email Notifications
  • Custom Messaging for each Screening Status (In-App & Email)
  • Custom Messaging for users Unable to Continue a Self-Assessment

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Enable & Customize Self-Assessment Questions.

Assessment Version/Updates:

  • View Current Version Being Utilized
  • Leverage the Latest Recommended Questions (Click ‘Create New’)
  • Create a New or Edit a Previous Self-Assessment
  • Customize Visibility Settings for each Question

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

Defining the 3 Types of Visitor Screening Options to Leverage.

3 Types of Visitor Screening:

  • In-Person Screening
  • User Screening on Behalf of a Visitor
  • Visitor Web Forms

  • In-Person:
    • Shared Device in a Lobby (i.e an iPad)
  • User Screening on Behalf of a Visitor
    • Visitor Screening Permissions Provided to Users to Facilitate on Behalf of Visitors (In-App)
  • Visitor Web Forms
    • Unique URL Address
    • Sent to Visitors Prior to Arrival
    • Priced Per Form ($) – Contact your Sales Rep!

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize the Visitor Screening Feature.

  • Enable/Disable Visitor Screening Access
  • Select Users to Provide Access to the Visitor Screening Icon.
  • Enable/Disable Vaccination Question
    • Determine if Vaccination is Mandatory
    • Determine Your Definition of ‘Fully Vaccinated’
    • Enable/Disable Vaccination Question
  • Enable/Disable Mandatory Negative Test Record Requirement
    • Determine the Number of Days a Test Result if Valid
  • Enable/Disable Temperature Checks in the Visitor Assessment

  • Additional Info to Collect:
    • Visitor Phone Numbers
    • Visitor Emails
    • Visitor’s Company
  • Customize Locations for Onsite

  • Notifications (Clear/Not Clear):
    • Enable/Disable
    • Select Users to Receive Notifications
    • Custom Messaging (In-App & Email)

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize the Visitor Assessment Questions (In-App).

  • View Current Version
  • Leverage the Latest Recommended Questions (Create New)
  • Create a New or Edit a Previous Self-Assessment
  • Customize Visibility Settings for each Question

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize the Resource Centre.

  • Enable/Disable the Resource Centre Icon
  • Select User Access
  • Add a New Default Document or Share Your Own
  • Upload as a File or URL

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Add & Remove Users, and Edit a User’s Information.

Add New User:

  • Complete All Required Fields for a New User
  • Additional Info Useful for Reporting and Filtering Purposes
  • Assign User Permissions
  • Customize & Provide a Temporary Password

Editing an Existing User:

  • Cannot Edit an Email Address. Deactivate & Create a New User (Saved Info Will Not be Transferred)
  • Status: ‘Inactive’ Removes Users from Google Dashboard Reports

Reactivate a User:

  • Add a New User to Reactivate a Previous User (Use Same Email Address)
  • Reactivate vs Reset Password
    • Reactivate: Users Who Have Not Logged Into the App Previously
    • Reset Password: Users Who Cannot Sign Back Into the App

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder
  1. How to View Vaccination & Test Records and Submit on Behalf of a User.
  2. View Self-Assessment Records and Overwrite Workability Status.

Within a User’s Profile:

  • View a User’s Records (History Tab)
  • Add/Delete Vaccination & Test Records (History Tab)
  • Update User’s Self-Assessment Status (Admin Tab)

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How Admins Can Access Reporting for all Users in your Organization.

Admins Can View the Following Reports for All Users:

  • Self-Assessments
  • Test Records
  • Vaccination Records

Self-Assessment Reports:

  • View Reporting for Users who have: Reported In & Not Reported In Today
  • Send Reminder Emails to Complete Assessments

Testing Compliance Status:

  • View Reporting for Users who are: Overdue & Not Required to Test
  • Submit Test Records on Behalf of Users
  • Send Reminder Emails to Upload Test Records

Vaccination Records:

View Reporting for Users who are:

  • Fully Vaccinated (with Booster)
  • Fully Vaccinated
  • Partially Vaccinated
  • Exempt

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Complete your User Template.

Required Data Notes:

  • One Row for Each User
  • Select User Permissions
  • Admin Access Provides Organization Overview
  • Important – Data must be accurate!

Email Notes:

  • Email Address = Unique Identifier for Users
  • Vanity Emails
  • Single or Multiple Managers can be Listed
  • A User can be Listed as their Own Manager

Where to Find Instructions Sheet

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize the Temperature Feature.

Enable/Disable:

  • Actual vs Simple Temperature Options
  • Photo Record Upload

Customize Temperature Thresholds (C/F)

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Customize Access & Permissions for Managers.

Enable/Disable for Managers:

  • The Manager Icon
  • The Ability to Add, Edit, or Deactivate User Profiles
  • The Ability to View Current & Historic Self-Assessment Records
  • The Ability to Override User’s Self-Assessment Status
  • The Ability to View Vaccine/Test Records & Add Records for their Direct Reports
  • The Ability to Send Email Reminders to their Direct Reports (Self-Assessment & Overdue for Testing)

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder

How to Utilize the Google Data Studio Dashboard & Export Reports.

Status Overview:

  • Overall Health Status
  • Reported In/Not Reported In Today

Self-Assessment Records:

  • History of Completed Self-Assessment

Vaccine/Test Records:

  • All Historical Records
  • Photo Documentation via URL

Exporting:

  • Right-Click the Report
  • Excel or Google Sheets

Refresh Data:

  • Click ‘Refresh Data’.
  • Refreshing your Browser will not work.
  • Check Time-Stamp in the Bottom-Left of the Dashboard

Summary

How to Enable/Disable the Vaccine Tracker and Configure General Settings.

Notes

  • Enable/Disable the Vaccine Tracker
  • Select User Access

Customization Options:

  • Vaccine Type
  • User Vaccination Status Selection
  • Default Country
  • Lot Number
  • Vaccine Location
  • Vaccination Record (Photo/Upload)
  • Next Vaccine Email Reminder