• CommunityBI Reports – saving a report search

    Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.  …

  • CommunityBI Reports – creating report search category

    Community BI is a Business Intelligence Reporting system.For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.   Community BI – Dedicated Community BI – Light In your Community Data Solutions CRM Database by…

  • CommunityBI Reports – change a report search status

    Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.  …

  • CommunityBI Reports – edit report purpose

    Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.  …

  • CommunityBI Reports – exporting a report

    Community BI is a Business Intelligence Reporting system.Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of Community BI available.  What you have as a user is dependant on what your organization has selected to use.   Community…

  • PSP – 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…

  • PSP – 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…

  • PSP – 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…

  • 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…

  • 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…