The SCORE Assessment Report will enable you to view the previous SCORE Assessments for an Attendee on a Case. This is a great way to view any SCORE Assessments that have been created in the CRM to assist with entering paired data. Typically this would be accessed when entering a…
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and their permissions. Managers are able to create new users, change passwords if required, restrict or provide access to features/records and deactivate users. Managers are able to:– Edit User Permissions – restrict or…
The Withdrawn field on the Regular Attendee record allows you to exclude Regular Attendees from the Nominated Attendees multiselect on the Session. It does not affect your past sessions. Some scenarios of when you might use the Withdrawn field include: 1. The Client is no longer attending the Group or…
The CRM database Community Obligations functionality can be tailored to each organisation. Although each installation may differ slightly, the following information will generally be included: Client/Volunteer – the client or volunteer that the case relates to Case – the individual case information (a client may have more than one case) Approved Activities –…
The Community Obligations functionality allows for the recording of various programs for adults, young people and volunteers by linking their client/volunteer record, obligation details and related activities within a single case. The CRM database Community Obligations functionality is tailored to each organisation. Your Community Obligations pages may have a slightly…
Community Obligations provides a way of managing and recording approved activities for adults, young people and volunteers by linking their client or volunteer records, individual details and activity records within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for…
Community Obligations provides a way of managing and recording approved activities for adults, young people and volunteers by linking their client or volunteer records, individual details and activity records within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for…
Family Preservation functionality provides holistic case management for children and adults by linking their client or child records, individual details and session notes within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Family Preservation from the top menu Step…
Family Preservation functionality provides holistic case management for children and adults by linking their client or child records, individual details and session notes within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Family Preservation from the top menu Step…
The Family Preservation functionality provides case management for children, adults and other household members by linking their client records, individual details and session notes within a single case. The CRM database Family Preservation functionality is tailored to each organisation. Your Family Preservation pages may have a slightly different appearance. Instructions…