Aguardion Documentation
Introduction to Invoicing
Introduction to Invoicing In addition to the traditional pool-payment method of managing participant finances, Aguardion includes a full feature invoicing system designed to provide users maximum flexibility when managing collections. Note that more ...
Auto Payments
Feature Introduction Automatic Payments is a global feature of Aguardion and is available to all customers as a no-cost feature upgrade. Invoices must reference a client in order for automatic payments to be made. Auto Payments can be setup on all ...
Screenshots of the Client Portal
Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...
Swapping Packages & Changing Rates on Active Events
Introduction Packages and Daily Rates are intrinsically linked in that; packages define not only the device type for the participants, but also what their daily rate will be. Each package that is active on an agency can only have one price point - ...
Custom Note Types
Aguardion Custom Note Types Custom Note Types are Admin-configurable only. To configure custom note types - an admin user will need to expand the Administration tab and select 'Manage Note Types'. On this screen, users will be able to add, delete, ...
Portal User Setup (Online Payments)
For Aguardion Users: Setting Up a Participant to Access the Portal Search for the participant under the Clients tab. Open their account using the 'Edit' button. On the right side of the screen, under 'Send SMS notifications', check the box for 'Allow ...
Configuring and Utilizing the Supervision Module
Configuring the Supervision Module Once the Supervision module is enabled within your instance, a few new sections will appear: the 'Supervision' dashboard and the 'supervision type' and 'Supervision Status' configuration pages. Defining Supervision ...
Configuring and Utilizing the Drug Testing Module
Configuring the Drug Testing Module Once the Drug Testing module is enabled within your instance, a few new sections will appear: a 'Drug Testing' Dashboard, a 'Drug Tests' and 'Drug Packages' under administration and a 'Drug Testing' section within ...
Devices & Packages
Devices Within the Aguardion platform, 'devices' refers to the specific device types that your program utilizes. For example, if your organization owns five SCRAM Remote Breath & five BI LOC8 GPS devices, you would have two listings under 'devices' ...
Invoice Items, Custom Fee's and Tax Zones
Please note that 'Invoice Items' in the Aguardion platform are generally referred to as "Billing Codes" in standard accounting practice. Invoice Items Invoicing is a new feature designed to give organizations greater flexibility with how they ...
Agencies
Creating, Viewing and Editing Agencies For private monitoring organizations, ‘Agencies’ in the Aguardion system represent entities you hold a contract for services with like a court, county or bail bondsmen. For public-sector Aguardion customers, the ...
Interface Navigation
Navigating the Aguardion User Interface Aguardion was built from the ground up with the user experience in mind and incorporates a mobile-friendly, dynamic interface designed to maximize compatibility, usability and accessibility. Navigation ...
First Time Login
Video Tutorial Alternative Method Please see the attached PDF for an alternative first time login and password reset method.
Creating, Managing & Concluding a Monitoring Event
NOTE: many of the images in this document haven't been updated to include some of the latest system changes, but still serve as useful illustrations for the purpose of this document. Please keep this in mind when consulting the images. Video ...
Activating Monitoring Events on Existing Clients
Activating Legacy Client Monitoring Events A major part of the on-boarding process is taking existing clients and adding them to the Aguardion system. Much of this is accomplished by the Aguardion onboarding team, but a few steps are still required ...
Dashboards Overview
Dashboards Video Tutorial:
Inventory
Video Tutorial Inventory in the Aguardion System The vast majority of inventory related actions are preformed via the inventory dashboard, which can be navigated to via the left-side navigation pane. Adding Inventory- Single Unit Select ‘Add ...
Clients
Video Tutorial Client Creation and Management Client Dashboard Clients, otherwise known as offenders or participants, can be viewed, created and edited from the client dashboard. Easily find a client by filtering the list or by using the search bar. ...