• How to add Carer Household Case Note/Event

    The Carer Household Case Note/Event is where you can record a note/event relating to the Carer Household. In the Carer Household Record on the Sub-Panel, you will see Carer Case Note/Event listed. Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1.   Log into your…

  • How to add Carer Household Documents

    The Carer Household Documents is where you can upload a files relating to the Carer Household. In the Carer Household Record on the Sub-Panel, you will see Documents listed. Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1.   Log into your CRM database (refer…

  • How to create Carer Household

    The Carer Household record holds all the relevant information from Enquiry through to Authorisation for a Carer Household. The Carer Household record can also be used to keep track of any ongoing activity associated with managing an Active Carer Household. Record keeping for Out of Home Care (OOHC) in Permanency…

  • Add a User to a Team

    The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users or teams within the database. If you have access to manage team membership, you will see the Team link in the top menu of your database. Instructions Step 1.   Log into…

  • Remove a User from a Team

    The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users or teams within the database. If you have access to manage team membership, you will see the Team link in the top menu of your database. Instructions Step 1.   Log into…

  • How to add Carer (Individual) Training

    The Carer Training Completed is where you record and track training programs your workers have completed in order to perform their duties within your organisation. These programs may include: Child Safe Environments, Cultural Awareness, and Police Check. In the Individual Record on the Sub-Panel, you will see Carer Training Completed listed. Record keeping for…

  • Add a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Additional dashlets can be added as required. Instructions Step 1.    Log into your CRM database (refer to Logging On for further information). Your homepage is displayed with your current dashlets. Tip: Already logged in, click on Dashboard at the…

  • Dashlets

    Dashlets are smaller, floating windows shown on the main screen i.e. your Dashboard. The Dashlets shown in the example below are My Personal Counselling My Contract My Client Assessments My Case Session Dashlets provide a quick overview of useful information, available at a glance when on the home screen. Further…

  • Move a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be moved around the homepage to the order that works for you. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Your homepage is displayed with your current dashlets. Step 2….

  • Edit a Dashlet

    Smaller, floating windows shown on the main screen are called Dashlets. Dashlets can be edited to alter how they display information. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Your homepage is displayed with your current dashlets. Step 2. To edit the dashlet…