How to manage supervision checkins

Track, verify, and report on supervision check-ins to maintain compliance and keep stakeholders informed.

Track, verify, and report on supervision check-ins to maintain compliance and keep stakeholders informed.

Overview

  • What it is: The Check-ins page under Supervision gives you a detailed log of every client check-in, including location data, device information, timestamps, and verification status.
  • Why it matters: Accurate check-in tracking is critical for compliance reporting, court documentation, and early intervention when clients fall out of contact.
  • Who uses it: Supervision officers, probation staff, compliance teams, and agency administrators.
  • Expected outcomes: A complete, filterable record of all check-ins that supports compliance audits, court reporting, and proactive client management.

Prerequisites

  • An active eCourtDate account with supervision permissions
  • Clients enrolled in a supervision program with check-in schedules configured
  • Client devices with the eCourtDate app installed and location services enabled

How-To Steps

Step 1: Open the Check-ins Page

  1. Click Supervision in the main navigation.
  2. Click Check-ins to view the full check-in log.

Step 2: Filter Check-ins

  1. Use the filter bar to narrow results by client name, date range, or check-in status (confirmed, pending, missed, flagged).
  2. Select a specific status from the Status dropdown to focus on items needing attention.
  3. Click Search to apply your filters.

Step 3: Review Check-in Details

  1. Click on any check-in entry to open its detail view.
  2. Review the client's reported location on the map.
  3. Check the device details, including device type, operating system, and IP address.
  4. Review the timestamp to confirm it falls within the scheduled window.

Step 4: Confirm or Flag a Check-in

  1. After reviewing the check-in details, click Confirm if the data is accurate and the check-in is valid.
  2. Click Flag if the location data seems inaccurate, the timestamp is suspicious, or further investigation is needed.
  3. Add a note explaining the reason for flagging, then click Save.

Step 5: Identify and Act on Missed Check-ins

  1. Filter the check-in list by Missed status.
  2. Review each missed entry to determine the client and the scheduled time.
  3. Click Contact Client to send a reminder via SMS, email, or push notification.
  4. If the client remains unresponsive, escalate by creating a violation record from the check-in detail view.

Step 6: Share Status Reports

  1. Apply the filters that define the report scope (date range, client, status).
  2. Click Export to generate a CSV or PDF of the filtered results.
  3. Share the report with supervisors, court officers, or other stakeholders as needed.

What to Expect

Confirmed check-ins are marked green in the log. Flagged entries are highlighted for review. Missed check-ins trigger alerts to the assigned supervisor. Exported reports reflect the exact filters applied at the time of export.

Best Practices

  • Process pending check-ins daily to maintain an up-to-date compliance record.
  • Always add a note when flagging a check-in so other staff understand the concern.
  • Export weekly status reports for supervisor review and court documentation.
  • Set up automated alerts for missed check-ins so you can respond within hours rather than days.
  • Review flagged check-ins with the client during their next scheduled meeting.

Frequently Asked Questions

Q: What information is captured with each check-in? A: Each check-in records the client's GPS coordinates, timestamp, device type, operating system, IP address, and whether the check-in was manual or automated.

Q: Can a client check in from a different device? A: Yes, but the system logs the new device details. If the device change is unexpected, you may want to flag the check-in for review.

Q: How long are check-in records retained? A: Check-in records are retained according to your agency's data retention policy. By default, records remain available for the duration of the client's supervision period plus any configured archive window.

Q: What is the difference between a flagged and a missed check-in? A: A missed check-in means the client did not check in during their scheduled window. A flagged check-in means the client did check in, but something about the submission (location, timing, device) requires further review.

Troubleshooting

Issue Symptoms Solution
Check-in shows wrong location Map pin does not match the client's expected area GPS accuracy varies by device and environment. Ask the client to check in from an open area with a clear sky. If the issue persists, review the device's location settings.
Cannot confirm a check-in Confirm button is grayed out Verify you have the correct supervision permissions. Only assigned supervisors and admins can confirm check-ins.
Export produces an empty file CSV or PDF has no data Your filters may be too narrow. Widen the date range or remove status filters and try again.
Missed check-in alert not received No notification for a missed check-in Confirm that notifications are enabled in Supervision > Settings and that your notification preferences include the correct delivery method.

Related Articles

Track, verify, and report on supervision check-ins to maintain compliance and keep stakeholders informed.

### Overview

- **What it is:** The **Check-ins** page under **Supervision** gives you a detailed log of every client check-in, including location data, device information, timestamps, and verification status.
- **Why it matters:** Accurate check-in tracking is critical for compliance reporting, court documentation, and early intervention when clients fall out of contact.
- **Who uses it:** Supervision officers, probation staff, compliance teams, and agency administrators.
- **Expected outcomes:** A complete, filterable record of all check-ins that supports compliance audits, court reporting, and proactive client management.

### Prerequisites

- An active eCourtDate account with supervision permissions
- Clients enrolled in a supervision program with check-in schedules configured
- Client devices with the eCourtDate app installed and location services enabled

### How-To Steps

#### Step 1: Open the Check-ins Page

1. Click **Supervision** in the main navigation.
2. Click **Check-ins** to view the full check-in log.

#### Step 2: Filter Check-ins

1. Use the filter bar to narrow results by client name, date range, or check-in status (confirmed, pending, missed, flagged).
2. Select a specific status from the **Status** dropdown to focus on items needing attention.
3. Click **Search** to apply your filters.

#### Step 3: Review Check-in Details

1. Click on any check-in entry to open its detail view.
2. Review the client's reported location on the map.
3. Check the device details, including device type, operating system, and IP address.
4. Review the timestamp to confirm it falls within the scheduled window.

#### Step 4: Confirm or Flag a Check-in

1. After reviewing the check-in details, click **Confirm** if the data is accurate and the check-in is valid.
2. Click **Flag** if the location data seems inaccurate, the timestamp is suspicious, or further investigation is needed.
3. Add a note explaining the reason for flagging, then click **Save**.

#### Step 5: Identify and Act on Missed Check-ins

1. Filter the check-in list by **Missed** status.
2. Review each missed entry to determine the client and the scheduled time.
3. Click **Contact Client** to send a reminder via SMS, email, or push notification.
4. If the client remains unresponsive, escalate by creating a violation record from the check-in detail view.

#### Step 6: Share Status Reports

1. Apply the filters that define the report scope (date range, client, status).
2. Click **Export** to generate a CSV or PDF of the filtered results.
3. Share the report with supervisors, court officers, or other stakeholders as needed.

### What to Expect

Confirmed check-ins are marked green in the log. Flagged entries are highlighted for review. Missed check-ins trigger alerts to the assigned supervisor. Exported reports reflect the exact filters applied at the time of export.

### Best Practices

- Process pending check-ins daily to maintain an up-to-date compliance record.
- Always add a note when flagging a check-in so other staff understand the concern.
- Export weekly status reports for supervisor review and court documentation.
- Set up automated alerts for missed check-ins so you can respond within hours rather than days.
- Review flagged check-ins with the client during their next scheduled meeting.

### Frequently Asked Questions

**Q: What information is captured with each check-in?**
A: Each check-in records the client's GPS coordinates, timestamp, device type, operating system, IP address, and whether the check-in was manual or automated.

**Q: Can a client check in from a different device?**
A: Yes, but the system logs the new device details. If the device change is unexpected, you may want to flag the check-in for review.

**Q: How long are check-in records retained?**
A: Check-in records are retained according to your agency's data retention policy. By default, records remain available for the duration of the client's supervision period plus any configured archive window.

**Q: What is the difference between a flagged and a missed check-in?**
A: A missed check-in means the client did not check in during their scheduled window. A flagged check-in means the client did check in, but something about the submission (location, timing, device) requires further review.

### Troubleshooting

| Issue | Symptoms | Solution |
|-------|----------|----------|
| Check-in shows wrong location | Map pin does not match the client's expected area | GPS accuracy varies by device and environment. Ask the client to check in from an open area with a clear sky. If the issue persists, review the device's location settings. |
| Cannot confirm a check-in | **Confirm** button is grayed out | Verify you have the correct supervision permissions. Only assigned supervisors and admins can confirm check-ins. |
| Export produces an empty file | CSV or PDF has no data | Your filters may be too narrow. Widen the date range or remove status filters and try again. |
| Missed check-in alert not received | No notification for a missed check-in | Confirm that notifications are enabled in **Supervision** > **Settings** and that your notification preferences include the correct delivery method. |

### Related Articles

- [How to Use the Supervision Dashboard](/how-to-use-supervision-dashboard)
- [How to Manage Violations](/how-to-manage-violations)
- [How to Manage Clients](/how-to-manage-clients)
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