Creating a Program Template To create a Program Template, go to Setup > Templates and select the Programs Templates link in the right sidebar. To create a Program Template, select the  Add New Program link toward the top right of the screen. After clicking the Add New Program link will take you to the Create A New Program Template Screen. Program Template Name Begin by entering the Program Name for the new templ...

label_outline System Administration label_outline Templates label_outline Assessment Notification label_outline Annual Assessment

It is possible to automate the creation of Goals for repetitious programs. Some programs require the exact same Goals, and the creation of these Goals must be replicated when creating the programs—which can make program creation tedious and time-consuming. The Automated Provisioning feature saves time by eliminating the need to manually configure Goals (as well as Services/Service Items, Documents, and Chart Field...

label_outline System Administration label_outline Templates label_outline For System Administrators label_outline Animation label_outline Goals label_outline Measure label_outline Goal Editor label_outline Goal Templates

What is an Assessment Measure? Assessment Measures created in Setup > Templates > Assessments can be implemented into assessments created in Manage > Assessments. They can then be used to track changes in the specified variables longitudinally over time. In the example below, ‘Earned Income Amount’ was chosen as an Assessment Measure for the AMI Assessment (in Setup > Templates > Assessments). This Assessment Mea...

label_outline System Administration label_outline Templates

When the assessment due date nears, an Assessment Due notification appears in the right sidebar of the Program tab in the client record to notify the user that a Status Assessment is due. The timeframe for which a program assessment needs to be completed (and the resulting Assessment Due notification) can be configured by the System Administrator for any program. To modify the timeframe for a Status Assessment of...

label_outline For System Administrators label_outline Animation label_outline Project Status Assessment label_outline Annual Assessment