Agency Management
Creating and managing programs, services, funding, assessments, and agency sites.
Attendance and Reservations
Agencies
Services
- Introduction to Services
- Creating and Editing Service Items
- Service Item Options: Geolocation
- Creating Outreach Contact Services
- Service Item Options: Time Tracking
- Service Item Options: Funding
Funding
Programs
- Program Setup: Automatic Exits
- Custom Program Setup Screen Configuration
- Program Configuration: Sites
- Programs Tab Overview
- Moving Program Enrollments
- How To Set Up A Program: Detailed Instructions
Assessments
Sites
Staff
Sharing Settings
- Introduction to Sharing Client Data
- Sharing the Client Record
- Making the Client Record Private
- Working with Sharing Groups
- Agency Exceptions
- Sharing Departments