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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
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 ...
Homeless training
9:15am Homeless applications Online triage application 10:15am Break 10:30am Personal Housing Plan Reviews TA Properties 12:30pm Lunch 1:15pm TA placements Financial assistance 2:30pm Break 2:45pm Rough sleeper Referrals HCLI & Reporting ...
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 ...
How to allow applicants to create actions on the public portal
Applicants can be allowed to create actions on the public portal to tell you important information or upload additional documents. To allow these actions to be created there are a couple of items that need to configured in the back office first. ...