• Working with Assessment Processors

    This section discusses how to setup and edit the Assessment Processors tool. 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 allow...

    label_outline Assessments label_outline Referrals label_outline Community Queue label_outline Assessment Processors label_outline Coordinated Entry label_outline CE
  • 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 tak...

    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 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 existin...

    label_outline System Administration label_outline Security 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 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...

    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. 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: ...

    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