The tutorial video on creating and editing resource records include: add a new agency record, adding a description, review of
some of the standard fields in a resource record, add an attachment to a
resource record, history of changes, editing a resource record, saving a
resource record, deleting a resource record, creating a copy of a resource
record
Resource Record Types There are 4 types of Resource Records available within iCarol. Your organization can choose to use 1 or all of these record types to meet your needs. The Resource record types include: Agency: a legally recognized organization ...
The tutorial videos on resource searching include: Introduction: Review the various ways one can search and filter for resource records Examples: Review specific examples of searches one can perform in iCarol Viewing: Review the data elements one ...
Create/Submit, Edit, Delete Contact Records Most users can create and submit contact records, unless they have a Trainee security level or their access rights have been limited by an Admin or Supervisor. Create/Submit Contact Records Steps to create ...
What are ReferralQs? ReferralQ & Capacity Tracking enables you to document and track your Partner Community-Based Organization's (CBO) capacity to accept referrals, and update a help-seeker's status as they work with your Partner so you can obtain ...
The Tutorial videos on Resource Record Agency, Program, Site Structure include: Overview: example of an agency with programs and sites, definition of agency, program, site, and programatsite records, how to use programatsite records Viewing Records: ...