Legacy: Efforts, Points of Service, Barcode Sync

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25 articles in this collection
Written by Taylor Roderick, Starla, Bekah K. and 4 others

Participants

Legacy | Manage Census Tract and Neighbourhood

Written by Bekah K.
Updated over a week ago

Participants | Add Reliable Contacts | Legacy

Written by Kristen Farnsworth
Updated over a week ago

Manage Funds | Legacy

#Legacy Program Administration, funds

Written by Kristen Farnsworth
Updated over a week ago

Using the ETO Scheduler | Legacy

Written by Kristen Farnsworth
Updated over a week ago

Manage Scheduling | Legacy

Written by Kristen Farnsworth
Updated over a week ago

Enterprise Days Off | Legacy

Written by Kristen Farnsworth
Updated over a week ago

Participant History | Review Participant Efforts (NEW) | Legacy

#Legacy Efforts, Touchpoints, Assessments

Written by Kristen Farnsworth
Updated over a week ago

Manage Programs | Participant Workflow Template | Legacy

Written by Kristen Farnsworth
Updated over a week ago

Referrals

Legacy Referrals | Record Efforts | Main Page

Written by Bekah K.
Updated over a week ago

Legacy Referrals | Record Efforts | View Pending Referrals

#Legacy How to view Pending Referrals through "Record Efforts," our legacy functionality.

Written by Bailey McCarthy
Updated over a week ago

Legacy Referrals | Record Efforts | View/Edit Referrals

#Legacy Learn how to view and edit existing referrals within "Record Efforts," our legacy functionality.

Written by Bailey McCarthy
Updated over a week ago

Legacy Referrals | Record Efforts | Add Referral

#Legacy Information on adding and managing referrals within "record efforts," our legacy functionality

Written by Bekah K.
Updated over a week ago

Legacy Referrals | Record Efforts | Multiple Participant Referrals

#Legacy How to execute referrals for multiple participants within "Record Efforts," our legacy functionality.

Written by Bailey McCarthy
Updated over a week ago

Assessments

Assessment | How to disable an Assessment | Legacy

Written by Taylor Roderick
Updated over a week ago

General Assessment | Appears Blank When Printing | Legacy

Written by Taylor Roderick
Updated over a week ago

Assessment | Manage Survey/Assessment | Legacy

Written by Andre Harness
Updated over a week ago

Assessment | Assessment Wizard | Legacy

#Legacy This feature allows you to create Assessments to capture info on Participants, Family, Staff, Entities, or for General purposes

Written by Andre Harness
Updated over a week ago

Assessment | How to Share Assessment Responses Across the Enterprise | Legacy

Written by Taylor Roderick
Updated over a week ago

Points of Service / Efforts

Manage Point of Service | Legacy

Written by Starla
Updated over a week ago

Point of Service Wizard | Legacy

Written by Starla
Updated over a week ago

Add Existing Effort | Legacy

Written by Starla
Updated over a week ago

Edit My and Staff Efforts | Delete an Effort | Legacy

#Legacy #delete #efforts #myefforts #staffefforts

Written by Taylor Roderick
Updated over a week ago

To-Do List

To-Do List | Legacy

#Legacy An overview of how to access, customize, and add items to the To-Do list.

Written by Izzy
Updated over a week ago

How to Clear TouchPoint To-Do's from To Do List | Legacy

Written by Bekah K.
Updated over a week ago

Groups

Manage Groups | Legacy

Written by Taylor Roderick
Updated over a week ago