Child/Young Person Incoming Referral is where you can document information for an Incoming Child referral. In the Child/Young Person Record on the Sub-Panel, you will see Incoming Child Referral listed. Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1. Log into your CRM database…
The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across the database. The tool allows managers to interrogate qualitative data to track themes within client communication with your staff. Please review the instructions below, or view the following video: Instructions…
Child Case Note/Event is where you can create notes/events relating to a Child/Young Person. In the Child/Young Person Record on the Sub-Panel, you will see the Child Case Note/Event listed. Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1. Log into your CRM database…
The Child Documents is where you can upload a files relating to a Child/Young Person. In the Child/Young Person Record on the Sub-Panel, you will see Child Documents listed. Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1. Log into your CRM database (refer…
In your CRM database you create a Child/Young Person Record to keep information relating to a Child/Young Person in out-of-home care (OOHC). Record keeping for Out of Home Care (OOHC) in Permanency Support Program (PSP) Instructions Step 1. Log into your CRM database (refer to Logging On for further information) Step 2. In the…
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:– Edit User Permissions – restrict or provide access to features/records, deactivate users– Reset User Password – change passwords if required– Create New User – create new users– Create a Light User –…
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. If you have a user who does not…
The Community Data Solutions CRM system allows Users to be created as Regular or Light Users. All Users can be added to the database by a User that has the Manager Role. Managers are able to: – Edit User Permissions – restrict or provide access to features/records, deactivate users– Reset User…
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 is a Business Intelligence Reporting system.CommunityBI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of CommunityBI available. What you have as a user is dependant on what your organization has selected to use. CommunityBI – Dedicated CommunityBI…