Solution Center

Agency Settings 20

• View Custom Fields
• Create Saved Custom Field (Use on Future Forms)
• Edit Custom Field
• Create Custom Field
• Default Fields

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Assessments 13

• View Assessments
• Edit Assessments
• Create Assessments
• View Assessment Scales
• Delete Assessments

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Files 8

• Navigate Files
• Download File
• Edit Folder Name
• Move File From a Folder
• Remove (Delete) a Folder

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Financial 20

• Add Funding Stream
• Edit Funding Stream
• Add Eligibility Calculator
• Set Up Eligibility Calculator
• View Income Types

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Forms 6

• Create a New Form
• Create a Custom Field on a Single Form
• Edit Form
• Know Your Field Type!
• Know Your Form Choices!

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General 6

• Agency Logo
• Agency Type
• Default Next Assessment Date
• Count Employment Wage as Income
• Auto-assign Caseworkers

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Intake Fields 4

• View Intake Fields
• Enter Intake Fields
• Edit Intake Fields
• Create Client Types

Programs 6

• Add Program
• View Programs
• Tie Services to a Program
• Tie Assessment to a Program
• Edit Program

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Roles and Permissions 12

• Roles and Permissions: Getting Started
• Roles and Permissions: Full Creation Walk-Through
• Create New Role
• Copy Existing Role
• Establish Tabs for a Role

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Reports 1

• Agency Administrators! Read Before You Begin Building Reports!

Services 23

• Add Agency Services
• Add Item Groups
• Add Referral Services
• View Agency Services
• View Referral Services

View all 23

Trainings 7

• View Trainings
• Add Training Group
• Add Training
• View Training Groups
• Delete Training Groups

View all 7

Navigators 3

• Manage Navigator Role and Status
• Restrict User Access to Specific Clients
• Remove User Restriction Access to Specific Clients