Training Plan: Contact Records

Training Plan: Contact Records

You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting any of the links below.


Admin level users can personalize nearly all aspects of Contact Records by using the Contact Form Version Editing Tools. The editing tools are available for each individual Contact Form Version in your system. 
  1. Guidelines for Creating and Editing Contact Records
  2. Editing the Custom Categories, Groups, Fields of Contact Records
  3. Overall Settings for Contact Records
  4. Create, Edit, Delete Help Seeker Profiles
  5. Enabling Data Transfer from submitted Contact Records and Help Seeker Profiles
  6. Profile Management Tool
  7. Secondary Contact Records (Child and Related Forms)
  8. Adding Conditional Question(s) to Contact Records
  9. Training Webinars: Managing Contact Form Versions
  10. Training Webinar: Help Seeker Profiles
  11. Training Webinar: Automated Follow-Ups

Most users can create and submit call reports, unless they have a Trainee security level or their access rights have been limited by an Admin or Supervisor. Select "Contacts" in left hand menu to access this section.
  1. Create and Submit New Contact Record
  2. Searching for Past Contact Records
  3. Searching for and using Help Seeker Profiles on Contact Record
  4. Scheduling Follow Up Activities
  5. Searching for Resources
  6. How to make a Referral on Contact Record
    1. How to send referrals by Email
    2. How to send referrals by SMS/Texting
  7. Give and View Contact Record Feedback
  8. Training Webinar: Documenting Interactions with Contact Forms
  9. Training Webinars: Follow-Up Activities

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