Introduction
Before adding links to your Home Page, remember that user role based access rules do not apply to links added to the home page.  For example, if a link to the Demographics Wizard were to be added to the home page, all users would be able to access the Demographics Wizard. For that reason, we have not added any links for administrative roles. If you would like the URL for one of these links, please call customer support.

In-Depth Instructions

Follow the instructions on Editing the Home Page. Use these settings:

  • The link type is URL
  • The protocol for features is "Other"
  • Type the link into the URL box
  • Go to the Target tab to confirm that <Not set> is selected
  • Click OK

Make sure to test the link to confirm that it functions as expected. Any changes to the font must be made after the link is attached.

Links to reports can be copied directly from the Standard Reports, Assessment Reports, and Demographic Reports pages and then pasted into the Home Page. To add links to Custom Reports, first they must be added to the My Favorites tab and then copied and pasted from there. Simply highlight the link and copy it. Then place your cursor in the Edit Home Page screen and paste the link.  Save the home page and test the link.

Participants

Add Demo. by Group

/AddClDemographicsbyGroup.asp?pn=Add Demo. by Group


Duplicated Participants

/modules/participants/DuplicatedParticipants.aspx


Enterprise Enroll

/Modules/Participants/Enterprise/AddProgramClientFromEnterprise.aspx


Enterprise Enroll Advanced

/Modules/Participants/Enterprise/EnterpriseEnroll.aspx?pn=Enterprise Enroll Advanced


Participant Cases

/CLCasesInterfaceType.asp?pn=Review Participant Cases


Find Participant (C)

/GetAllClientsInSiteHIPAA/SearchForClient.asp?pn=Find Participant ( C )


Find Participant

 /GetAllClientsInSite/SearchForClient.asp?pn=Find Participant


View Participant Info

/Modules/Participants/ViewEditParticipant.aspx?readonly=true&pn=View Participant Info


Add New Participant

/Modules/Participants/AddEditClient.aspx?pn=Add New Participant


Add New Family

/Modules/Household/Household.aspx?pn=Add New Family


View/Edit Participant

 /Modules/Participants/ViewEditParticipant.aspx?pn=View/Edit Participant


Enroll Participants (Legacy)

/Addprogramclient.asp?pn=Enroll Participants (Legacy)


Enroll Participants

/Modules/Participants/ParticipantEnroll.aspx?pn=Enroll Participants


Dismiss Participants

/Modules/Participants/DismissParticipant/DismissProgramClient.aspx?pn=Dismiss Participants


Dismiss Participants by Date

/Modules/Participants/DismissParticipant/DismissProgramClient.aspx?PageType=DateType&pn=Dismiss Participants by Date


Enroll Participants (C)

 /Modules/Participants/ParticipantEnroll.aspx?source=hipaa&pn=Enroll Participants (C)


Participant Eligibility

/SearchForClientAllAcrossSite.asp


Add Reliable Contacts

/AddEditReliableContact.asp?pn=Add Reliable Contacts


View/Edit Reliable Contacts

/ReviewReliableContact.asp?pn=View/Edit Reliable Contacts


View/Edit Families

/Modules/Household/SearchForFamily.aspx?pn=View/Edit Families


Family Assessment

/SearchForFamily.asp


Track Participant Processes

/Processes/SearchClientAndFamilyForProcess.asp?pn=Track Participant Processes


Conflict Check

/ConflictCheck.asp?pn=Conflict Check


Manage Groups

 /Modules/Participants/ManageGroups.aspx?pn=Manage Groups


Participant Match

 /SearchForClientEntityCont.asp

Participant History

Group Assessment

 /Assessments/TakeAssessmentGroup.asp?pn=Group Assessment

Send Assessment Request

  /Assessments/SendAssessmentRequest_SelectAssessment.asp?pn=Send Assessment Request

Participant Program History

/ProgramParticipants.asp?pn=Participant Program History

Review Weekly Hours

/ReviewWeeklyHoursOfAttendance.asp?pn=Review Weekly Hours

Participant Assessment

/Assessments/ClientAssessments.asp?pn=Participant Assessment

Review Participant Efforts

/ReviewParticipantEfforts.asp?pn=Review Participant Efforts

Review Participant Efforts (NEW)

/Modules/ReviewEfforts/ParticipantSearch.aspx?pn=Review Participant Efforts (NEW)

Review Participant Workflow (NEW)

/Modules/Participants/ViewEditParticipant.aspx?SearchType=Workflow&pn=Review Participant Workflow (NEW)

Record Efforts

Self Assessment

/Assessments/SelfAssessment.asp?pn=Self Assessment

Participant Efforts

/RecordOutcomeHx.asp?selType=C&pn=Participant Efforts

Record Attendance

/RecordAttendance.asp?pn=Record Attendance

Record Hours of Attendance

/RecordCompositeTimeAttendance.asp?pn=Record Hours of Attendance

Hrs of Attendance Alternate

/RecordCompositeTimeAttendanceFlipDBGrid.asp?pn=Hrs of Attendance Alternate

Multiple Participant Efforts

/RecordOutcomeHxMultipleChoice.asp?pn=Multiple Participant Efforts

Add Referral

/ReferralTypes.asp?pn=Add Referral

Multiple Participant Referrals

/AddReferralMultiple.asp?pn=Multiple Participant Referrals

View/Edit Referrals (legacy Efforts)

/ReferralInterfaceType.asp?pn=View/Edit Referrals

View Pending Referrals (legacy Efforts)

/ReferralPendingTypes.asp?pn=View Pending Referrals

Take a Survey

/Assessments/TakeAssessment.asp?MyDocumentName=Survey&pn=Take a Survey

Referrals

Add Referral

/SingleForm/TakeForm.aspx?formtype=Referral&pn=Add Referral

View/Edit Referrals

/Modules/Referrals/ViewEditReferralInfo.aspx?pn=View / Edit Referrals

View Pending Referrals

/Modules/Referrals/ViewPendingReferral.aspx?pn=View Pending Referrals

My Work

My Dashboard

/Modules/Dashboard/Personal.aspx?pn=My Dashboard

Home Page

/HomePage.asp?pn=Home Page

Review My Efforts

/ReviewStaffEfforts.asp?mode=MyEfforts&pn=Review My Efforts

Edit My Efforts

/EditStaffEffortsDisplay.asp?ShowOnlyMyEfforts=1&pn=Edit My Efforts

Edit Attendance

/EditAttendanceOutcomes.asp?pn=Edit Attendance

Edit Hours of Attendance

/EditCompositeTimeAttendance.asp?pn=Edit Hours of Attendance

Manage Personal Settings

/Modules/ManageMyAccount/ManagePersonalSettings.aspx?pn=Manage Personal Settings

Custom Links

/SiteSpecificReports.asp?ReportXLink=Link&pn=Custom Links

Entities

Find Entity

/managesiteentities.asp?pn=Find Entity

Add New Entity

/AddEntity.asp?pn=Add New Entity

Add New Entity (NEW)

/Entity/AddEdit?pn=Add New Entity (NEW)

View/Edit Entity

/UpdateEntity.asp?pn=View/Edit Entity

View/Edit Entity (NEW)

/Entity/SearchForEntity?displaySearchResult=false&searchString=&pn=View/Edit Entity (NEW)

Manage Entities

/manageprogramentities.asp?pn=Manage Entities

Enroll Entity

/AddProgramEntity.asp?pn=Enroll Entity

Enroll Entity (NEW)

/AddProgramEntity/AddProgramEntity?pn=Enroll Entity (NEW)

Dismiss Entity (NEW)

/DismissEntity/DismissEntity?pn=Dismiss Entity (NEW)

Manage Program Entities

/ManageEntityxProgram.asp?pn=Manage Program Entities

Record Entity Efforts

/RecordOutcomeHx.asp?selType=E&pn=Record Entity Efforts

Multiple Entity Efforts

/RecordOutcomeHxMultipleEntity.asp?pn=Multiple Entity Efforts

Review Entity Efforts

/ReviewEntityEfforts.asp?pn=Review Entity Efforts

Review Entity Efforts (NEW)

/Modules/ReviewEfforts/EntitySearch.aspx?pn=Review Entity Efforts (NEW)

Collections  

Create Collection

/SingleForm/Collections/CreateCollection.aspx?pn=Create Collection

TouchPoints

Record TouchPoints

/SingleForm/TakeForm.aspx?pn=Record TouchPoints

View Anonymous TouchPoints

/SingleForm/ClientForms.aspx?SubjectType=Anonymous&pn=View Anonymous TouchPoints

View Collection TouchPoints

/SingleForm/Collections/CollectionsFormsTypeSelect.aspx?pn=View Collections TouchPoints

View Entity TouchPoints

/SingleForm/SearchForEntityResultDashboard.aspx?FilterFor=0&DashboardFlag=1&DashboardType=M&pn=View Entity TouchPoints

View Family TouchPoints

/Modules/Household/SearchForFamily.aspx?FormSearch=true&pn=View Family TouchPoints

View General TouchPoints

/SingleForm/ClientForms.aspx?SubjectType=General&pn=View General TouchPoints

View Participant TouchPoints

/Modules/Participants/ViewEditParticipant.aspx?SearchType=Form&pn=View Participant TouchPoints

Reports

Assessment Reports

/Assessments/AssessmentReports.asp?pn=Assessment Reports

Assessment/Survey Flat File

/Modules/Assessments/Reports/SurveyAssessmentResponseReport.aspx

ETOBardcode Reports

/BarcodeReports.asp?pn=ETOBarcode Reports

Manage Report Universes

/Modules/Reporting/ManageCxUniverses.aspx?pn=Manage Report Universes

Standard Reports

/StandardReports.asp?pn=Standard Reports

View Reports

/Modules/Reporting/ViewReports.aspx?pn=View Reports

View Reports (NEW)

/Modules/Reporting/ViewReportsNew.aspx?pn=View Reports (NEW)

Wizards

Query Wizard

/QueryWizard/QW.asp?pn=Query Wizard

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