Set Up Daily Pre-Screening Using a Template

As part of your reopening plans, you can pre-screen students and determine whether or not they can come to campus.

Based on a student’s answers to the pre-screener form, you can update a student’s Health Pass in the campus app. You can give a green Health Pass, meaning cleared to come to campus. Or you can give a red Health Pass with instructions on what to do next. 

Here are the steps you will take to set up daily pre-screening:

1. Make a daily pre-screening form using a template
2. Put the pre-screening form into the campus guide
3. [Optional] Feature the daily pre-screener in the campus guide
4. Set up a daily reminder
5. Preview the experience / Inform students

 Make a Pre-Screener Form Using a Template

Students will answer questions that are grouped together into a form. By answering questions and submitting the form, students give you the data you need to decide whether they should be admitted to campus, or told to stay home.

First, create a form with questions students will answer. Contact Trace Plus includes three forms you can use as a template, including “Daily Pre-Screening.” Later, you can set a daily reminder that will appear in each student’s campus app, each morning Monday through Friday.

Follow the steps in this article and select the “Daily Pre-Screening” template:

• Create a form using a template

You can use the template with no modifications. The pre-screening template is based on CDC guidelines and we recommend using it without modifications for now. If you do wish to change the form, please see:

• Edit a form

To come back to this step later, click “Save as Draft.”

 Put the pre-screening form into the Campus Guide

When you are done making any changes to the pre-screening form, click “Publish.” You are now ready to share the form.

You will want to share the pre-screening form using the campus guide, where it is easily accessed in the mobile app by students and visitors to campus. You will use Campus Cloud Studio to create a tile in the campus guide, linked to the form. You will access the form by tapping the tile.

The campus app uses “Experiences” -- for example, students, alumni, and visitors -- to show different information to different people. If you want a form to be available to those different groups, be sure to add your form to each experience where you want to share.

For more information:

• Share a form

[Optional] Feature the daily pre-screener in the Campus Guide

You can place the daily pre-screener at the top of the Campus Guide by making it a

featured tile. As a featured tile, the daily pre-screener will appear at the top of the campus guide. Here is how you can set it up:

• Featured Content in Campus Guide

Set up a daily reminder

You can now set up notifications or reminders for students to fill the form each day before coming to campus. The reminder for a form is sent at 7:00 AM in your school’s time zone, Monday to Friday.

Students receive the notification in the Notifications Center of the campus app, where they can respond and answer your form.

To set up a daily reminder, please see:

• Send a daily app reminder to complete a form

Health and Wellness

If a student uses the campus app to scan the QR code and fill out the form, two additional things happen: 

• Their Health Pass is updated based on the answers to the questionnaire;
• An entry is created in the student’s Health History, recording the student’s answers to the questions

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We're all in this together. If you have questions about Contact Trace Plus, or if you want to help others by sharing how you're using the Ready platform to safely reopen campus, please leave a message in the comments below.