• Settings Tab Glossary

    This section provides definitions for all fields included in the system's settings area, and are available in the Launcher icon  > Setup > Settings tab. 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...

    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
  • Working With Advanced Settings – Overview

    This section provides brief descriptions for all fields included in the Advanced Settings section. Further details can be found in each field's corresponding page. These links accompany each of their associated fields. 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 ...

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

    This section discusses how to add/edit File Categories & File Names. 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 ...

    label_outline System Administration label_outline Settings Tab
  • Advanced Settings: Working With Global IP Whitelist

    This section discusses the Global IP Whitelist feature. To find this section, go to 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/delete IP addresses to/from the system. To search for an existing IP address, enter the IP address, or a portion of the IP address in the search box and ...

    label_outline System Administration label_outline Security label_outline Settings Tab
  • Advanced Settings: Working With Navigation Profiles

    This section discusses how to create and manage Navigation Profiles. Selecting the “Navigation Profiles” link will take you to the Navigation Profiles screen where you can add a new Navigation Profile or modify an existing Navigation Profile. The Navigation Profiles feature will allow you to control the arrangement of the various tabs of your system. The Navigation Profiles screen contains a list of Navigation P...

    label_outline System Administration label_outline Settings Tab
  • Advanced Settings: Working With Client Forms

    This section discusses how to add or edit the client forms made available in the files tab of the client profile. To begin working with Client Forms, go to Setup > Settings > Advanced Options Then Select ‘Client Forms’ from the ‘Advanced Options’ Selecting the ‘Client Forms’ link will take you to the screen where you can store your agency’s preloaded forms that are used in the Files tab of the Client Recor...

    label_outline Forms label_outline System Administration label_outline Settings Tab
  • Advanced Settings: Working With Report Queue

    This section discusses the Report Queue. This feature allows System Administrators to view all pending, processing, and processed reports, and deleted any pending reports if necessary. The main Report Queue screen is accessed by going to Setup > Settings > Advanced Options (right sidebar)> Report Queue. The Report Queue screen is divided into two sections: Scheduled and Pending Processed The Scheduled ...

    label_outline System Administration label_outline Settings Tab
  • Advanced Settings: Working With System Labels

    This section discusses how to modify System Labels. Selecting the 'System Labels' link will enable you to assign specific messages to different parts of the system. 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 tim...

    label_outline System Administration