Training Plan: Resources
The information in this training plan is meant to be reviewed by your organization, and used as guidance on what should be included in your individualized training materials created for your users when learning how to use iCarol. Using the Knowledge Base articles linked below result in great success when teaching users about how iCarol works. Please sign into iCarol before clicking any of the links.
Resource Database Setup Plan
When starting a Resource Database from the ground up, there are a few areas you may want to adjust in the system before adding real resources. Use the following setup plan to learn what settings can be changed based on how you would like your Resource Database to function and appear.
- Create Custom Categories
- Adjust Field Visibility for Records
- Configure Resource Database Default Search Settings
- Configure Resource Database Search Results
- Understanding iCarol Resource Structure
- Create, Edit, Delete Resources
- Training Webinars: Managing Resources
- Resource Bulk Editing Tools
- Resources Flagged for Review
- Temporary Messages on Resources
- Tutorial Video: Search for Resources
- Searching for Resources
- How to Make a Referral
- How to Send Referrals by Email (if enabled)
- How to Send Referrals by Text (if enabled)
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