Webinars

Actions and Contacts

• Using the Action List – Manage your daily tasks
• Record a Contact – The core of the system: logging one-to-ones and making outstanding actions
• Case Manager

Admin Functions

• Merge Records
• Setting up users
• Users with restricted access
• System-wide terminology

Benefits

• Configuring Benefits – For benefit applications, or simply keeping track of who claims what
• Capturing benefits
• Benefits report

Callround

• End User Guide - how the roster workers will use the ap

Classification Codes

• Creating Classification Codes – Classify your work with a tiered coding system

Clubs and Clinics

• Clubs and Clinics Setup – Manage your group activities
• Club and Clinic Monitoring – A powerful report with no configuration required
• Managing Members
• Managing Meetings/Sessions

Courses & Qualifications

• Courses and Qualifications – Setting up courses and qualifications to log against staff and volunteers etc
• Courses and Qualifications Report – Reporting on Courses and Qualifications

Customise Orgs & People

• Edit Fields – which fields appear in section on people's records
• Edit Sections – which sections to group the fields into
• Minimum Data Sets – choose which fields must be filled in
• Edit Widgets
• Other Record Types – you start with clients, staff, volunteers funders etc. Here's how you can create custom types, e.g. advocates, hospitals, youth workers etc.
• Rules for Anonymous Contacts – just capture what you need for reporting when working anonymously

Data Import Module

• Preparation of data
• Uploading Data
• Examples of data import

Data Migration

• Data Migration – importing data, either when onboarding or regularly from spreadsheet exports from another system

Email

• Sending emails
• Processing emails
• Email templates

Excel

• Pivot Tables – summarise your data with a pivot tables
• VLOOKUPS – how to find something in a list in Excel
• Advanced Reporting with Pivot Charts – advanced use of Pivot tables for complex reports

Extension Databases

• Introduction to Extension Databases
• Extension Database Sections
• Extension Database Fields
• Extension Database Permissions
• Extension Database for Outcomes
• Record Linked Extension Databases
• Excel Calculated Extension Databases
• Importing/Exporting Extension Databases
• Extension Database reports
• Inviting others to complete extension databases

GDPR & Consent

• Cleanse/Anonymise Records – removing records (or fields from records)
• Consent Report – Reporting on consent granted, consent expired etc
• Consent Rules – creating custom consent rules
• GDPR Settings – general settings to help with GDPR compliance

Groups & Skills

• Groups & Skills

Outcomes

• Ladder Outcome Setup 1/3 – creating outcomes measures
• Data Entry of Ladder Outcomes – recording outcomes for clients
• Reporting on Ladder Outcome Data 3/3 – demonstrating impact
• Simple Outcomes – where you don't need the power of ladders, use a simple outcome

Projects & Templates

• Introduction to Projects
• Creating Projects
• Projects for processes like safeguarding
• Referral Templates – create workflows to speed up data entry
• Referral Status - to be used with stages to collate information about referrals across your entire organisation

Relationships

• Relationships – linking records, e.g. family members, social workers etc
• Relationships Manager – see who's related to the person you're working with

Reporting & Extracts

• Analytics - used to analyse data, see change over time
• Blue Folder Lookup
• Classification Code Extract
• Classification Code Report
• Dashboard
• Extension Database reports
• KPI Report Designer – build your own reports
• Orgs and People Extract - extracting information about the records for either reporting, or mail merge
• Mail merges

Volunteers

• Volunteer records management