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Core training
9:15am System overview People; Relationships & Addresses 10:45am Break 11:00am Notes, Alerts & Actions Comms Centre Contacts 12:30pm Lunch 1:15pm Cases, Applications & Reviews History & Workflow 2:45pm Break 3:00pm Dashboard & Lists Reporting 4:15pm ...
Administration training
9:15am Fields Form Editor 10:45am Break 11:00am Logic Editor Action definitions Lookups 12:30pm Lunch 1:15pm Comms wrappers Comms templates System settings 2:45pm Break 3:00pm Website Users, Teams & Roles Data retention 4:15pm End
Reporting training
9:15am Lists Filtering & Sorting Column chooser Exporting data 10:30am Break 10:45am Filter Builder Saving lists Dashboards Permissions 12:45pm End
23. Homeless referrals
Homeless referrals can be configured to capture information about referrals from other organisations. Pages, sections and fields can be added by your Administrator so it matches your requirements exactly. Workflow The workflow diagram details the ...
Register & Allocate training
9:15am Online registration via public portal Completing an online application Housing Register applications 10:45am Break 11:00am Bedroom assessments Change of circumstances Requests & reviews 12:30pm Lunch 1:15pm Properties, Contacts & Files/Media ...