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 Home Pages. 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