Understanding iCarol Resource Structure

Understanding iCarol Resource Structure

iCarol's Resource component allows you to create and store information about service providers in your area so that you can refer your clients to them for further assistance.  The Resources feature has a wide range of settings and capabilities, which makes it extremely versatile and easy for helplines to use. 

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:
  1. Agency: a legally recognized organization (or division) that delivers services.
  2. Site: the physical location/branch from which clients access services
  3. Program: types of assistance an agency delivers to its clients; can be a group of specific services
  4. ProgramAtSite: the connection between a Program offered at a Site; the ProgramAtSite record is always created if you use the setting to offer a Program at one or more Sites, but some organizations choose not to edit ProgramAtSite records and therefore they are only created in the background
For more information on determining which structure is best for your organization, please refer to our Whitepaper on Understanding Agency, Program, and Site Structure.   

    • Related Articles

    • Resource Database and Settings

      What is a Resource Database? Resources is a database of agencies, programs and/or sites that offer services in the communities you serve. Logging and making referrals to services or programs in the community is well integrated into the process of ...

    • Public Resource Directory (version 1.0)

      What is Public Resource Directory (version 1.0)? The Public Resource Directory 1.0 (PRD) feature publishes the resources in your iCarol database to be accessible from your public website. This feature makes it easy for the public to access your ...

    • Understanding ProgramAtSite Records

      Understanding ProgramAtSite Records ProgramAtSite (P@S) records are a record that is created automatically whenever an organization uses the Agency, Site, Program hierarchy and a Site is selected as being offered by a Program. Some organizations ...

    • Tutorial Videos: Resource Record Agency, Program, Site Structure

      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: ...

    • Training Webinars: Managing Resources

      Managing Resources - Part I - Resource Database Overview This session will be the first in a series on Managing Resources. Part one will focus on understanding what a resource database is, with an emphasis on Resource Structure in iCarol and an ...