• Assessment Processors

    It's important to create the Assessment prior to working with the Processor. Creating the Assessment beforehand will save time when assigning the points to fields within the Assessment. If you are looking for information about setting up a General Assessment visit: How to set up a General Assessment. The Assessment Processor feature allows System Administrators to assign custom scoring to fields and sections of As...

    label_outline Assessments label_outline Referrals label_outline Community Queue label_outline Assessment Processors label_outline Coordinated Entry label_outline CE label_outline processor
  • Settings Tab Glossary

    Settings The following sections are the initial group of settings for the system. System Configuration System Name Indicates the implementation name of the system setup. System URL Is the Internet address for the system/implementation. System Internal IP Indicates the internal server the system/implementation is working on. Time Zone Set the time zone for the system/implementation that is appropriate to w...

    label_outline System Administration label_outline Data Analysis label_outline Settings Tab label_outline Configuration label_outline Settings label_outline Advanced Options label_outline User Policy Enforcement label_outline System Labels label_outline Report Queue label_outline Report Library label_outline Theme Manager label_outline Client Forms label_outline Navigation Profiles label_outline System Variables label_outline Clear Cache label_outline Global IP Whitelist label_outline File Categories label_outline Release of Information label_outline Referral Settings label_outline Assessment Processors label_outline System Messages label_outline Account Settings label_outline System Configuration
  • Advanced Settings Overview

    Accessing the Advanced Settings Area To work with Advanced Settings, click the Launchpad icon  and choose Setup.  Click the Settings tab and the Advanced Settings section can be found listed in the right sidebar. Two-Factor Authentication Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to...

    label_outline System Administration label_outline Settings Tab label_outline For System Administrators label_outline Animation label_outline Advanced Settings
  • File Categories

    File Categories can be used to organize files that are uploaded into a client record. To manage File Categories, go to Setup > Settings > Advanced Options (right sidebar) > File Categories. Adding a New File Category To add a new File Category, select the Add Category link at the top right corner of the center screen.  This will take you to the Create A New File Category screen, where you will enter the name of ...

    label_outline System Administration label_outline Settings Tab
  • Global IP Whitelist

    To find this section, go to Launchpad > Setup > Settings > Global IP Whitelist link (located in right sidebar). Selecting the Global IP Whitelist link will take you to the IP Whitelist screen where you can add by clicking on Add New Address . You can also delete IP addresses from the system by clicking on the trashcan icon. To search for an existing IP address in the empty search bar enter address, or a portion ...

    label_outline System Administration label_outline Security label_outline Settings Tab
  • Navigation Profiles

    The Navigation Profiles feature will allow you to control the visibility and order arrangement of the various tabs within your system.  Once configured the Navigation Profile can then be assigned to an agency. To learn how to assign the new Navigation Profile to an agency, please refer to the How to Set Up An Agency page. Accessing the Navigation Profiles Settings To access the Navigation Profile settings, click t...

    label_outline System Administration label_outline Settings Tab
  • Client Forms

    To begin working with Client Forms, go to Launchpad icon  and select Setup.  Next, click the Settings tab. Then Select Client Forms from the Advanced Options section to the right of the screen. When you select the Client Forms link, you will be directed to the Client Forms Templates screen.  Here you can add, edit, or delete a client form template. Adding a Client Form Template To create a new Client Form templ...

    label_outline Forms label_outline System Administration label_outline Settings Tab
  • The Report Queue

    Accessing the Report Queue The Report Queue is accessed by clicking the Launchpad icon  and selecting Setup. Click the Settings tab.  In the right sidebar, click Report Queue. The Report Queue screen is divided into two sections: Pending and Processing Scheduled and Pending Processed Pending and Processing The Pending and Processing section shows any reports that are currently processing or in line to be proces...

    label_outline System Administration label_outline Settings Tab
  • System Labels

    System Labels are static comments located throughout the system. For example, “Your recent client searches accessed” shows up in the right side of the search screen, and “You are banned” appears when users try to log in with an incorrect password 3 times or more. System Labels can be managed by going to Setup > Settings > Advanced Options (right sidebar) > System Labels. This link will take you to the System Label...

    label_outline System Administration