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Announcements and Questions

Announcements
Questions

Case Management

Case Management
Case Questions
Case Types
Case Workflow
What Happens When a Case Is Created?
Case Instructions
Illness Reporting/ I'm not feeling well

Data Management

How do I export data on a routine basis?
Workforce/Student Well-Being (Pulse)
Supported file types (formats) for document upload.
Data Retention

General Cross-System Features

Visibility Settings
Organization Settings
Creating Locations
Launchpad
Personal Settings
Roles and Permissions
Groups
Visibility and Notifications
In/Out (Team Status Board)
Rules Engine

Reports and Dashboards

Onboarding Report
Reports
Making Use of the Dashboards

User Management

Employee On-boarding Email (Example)
Notifications
Send HRIS Data through SFTP
Adding Employees Individually
Managing Contractors
Deactivating Users
Bulk Importing/Editing Users
Bulk Update of a Unique Identifier and Best Practices

Using the Mobile App

Personal Data
Problems Receiving Notifications?

Home/General/Case Management/Case Workflow

Case Workflow

Updated July 7, 2022

Case Workflow

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