General

Announcements <iframe allowfullscreen="" frameborder="0" height="315" src="//player.vimeo.com/video/846001674?...

Questions <iframe allowfullscreen="" frameborder="0" height="315" src="//player.vimeo.com/video/846001674?h=da...

Case Management Case Management can be utilized to track various case types within your organization. It helps...

Case Questions Case questions that end users see when reporting an illness can be customized. That provides an...

Case Types <iframe allowfullscreen="" frameborder="0" height="315" src="//player.vimeo.com/video/849601939?h=6...

Case Workflow

What Happens When a Case Is Created? When a case is opened, several things happen: 1. Case managers and staffi...

Case Instructions Via the Case Management system, you can send instructions to all of your users who open case...

Illness Reporting/ I'm not feeling well <iframe allowfullscreen="" frameborder="0" height="315" src="//player....

How do I export data on a routine basis? Let's say that you need to export data on a daily basis about what is...

Workforce/Student Well Being (Pulse) It's important to know how your workforce and/or students are feeling. Wo...

Supported file types (formats) for document upload. Multiple features across the system allow document upload...

Data Retention Many state and county compliance regulations require that data be deleted after a period of tim...

Visibility Settings Each employee who has access to the PrevailHQ web or mobile app may see different modules...

Organization Settings To find this page: Your Name Settings Organization Settings Admin users of an organizati...

Creating Locations To navigate to your Locations page, go to Your Name Settings Locations. By default, one loc...

Launchpad Launchpad is your home page of the Prevail HQ app. Here you can see all the features that are availa...

Personal Settings Users with access to the Prevail HQ web platform can use the Personal Settings Page to adjus...

Roles and Permissions To find this page: Your Name Settings Roles \ \ \ We provide six roles that can be manip...

Groups Separating your users into groups is an excellent way to classify them, based on your organizational st...

Visibility and Notifications Three things affect your visibility and notifications: 1. The permissions you hav...

In/Out (Team Status Board) <iframe allowfullscreen="" frameborder="0" height="315" src="//player.vimeo.com/vid...

Rules Engine Overview Certain features of PrevailHQ require the selection of multiple people from your organiz...

Onboarding Report Go to Your Name Reports Onboarding Report This report provides a centralized view of the onb...

Reports All reports can be found by going to Your Name Reports. You can download most of the reports in CSV fo...

Making Use of the Dashboards PrevailHQ offers multiple Dashboards to allow your organization statistical data...

Employee On boarding Email (Example) Hello [First Name], Starting from DATE, ORGANIZATION NAME will be using t...

Notifications Here is a comprehensive guide to our notifications and what they mean for your organization: \ \...

Send HRIS Data through SFTP This guide covers how you can send your HRIS data as a CSV to PrevailHQ through an...

Adding Employees Individually To add employees individually, head to Workforce Employees. Click the "Add Emplo...

Managing Contractors To get to the Contractors page, head to Workforce Contractors. Contractors in our system...

Deactivating Users There are two ways to deactivate users: 1. Individually. Navigate to Worforce Employees/ St...

Bulk Importing/Editing Users 1. Navigate to the Employees/Students/Contractors page. For this guide, we'll foc...

Bulk Update of a Unique Identifier and Best Practices Unique Identifiers Email address Cell phone number Emplo...

Personal Data PrevailHQ (PHQ) acts as a Data Processor according to GDPR definitions. The control of what happ...

Problems Receiving Notifications? How am I notified? Clear to Go! notifies individuals on an ongoing basis via...