We’ve had a lot of requests for the ability to customize more fields on the Planning Guide. There’s also been issues with the Curriculum fields overriding each other on the Planning Guide and PVR. Here’s a quick summary of the updates. Please view the tutorial added to Knowledgebase for more details. The Curriculum section on […]
New Planning Guide Customization Read More »
Creating a New Family (view tutorial). Update on the Multiple Guardians project – target release is late March. As mentioned on the 1st Multiple Guardians post, we’ll be posting more details and tutorials to help this transition to be as smooth as possible. Rather than an in-depth post to the blog, we’ll be creating tutorials and
Multiple Guardians Project – New Family Read More »
A new feature was released last night. In recent updates, we’ve been referring to this project as “Scheduler” and it gives Main Admins and State Account holders the ability to set reminder rules. The rules will then generate reminders automatically and assign them to home visitors and or helper admins. The same 3 types of
New Feature: Scheduler – Setting Reminder Rules Read More »
Here’s an update on the latest happenings and what to look forward to. SUGGESTIONS FROM THE FIELD Requests that have come in through the Help Desk, email or phone calls. Keep submitting your suggestions. We’re listening. submit suggestion Released: Print friendly version for EC & I/T HOME assessments: At the bottom of each of these
Projects Update 12/10/2018 Read More »
We’ve added Site Funding to all HIPPY programs. This section can be accessed by the Main Admin under the Setup tab underneath Profile. In the Site Funding section, add program budget information for the following: Government Funding Sources Private Funding Sources In-Kind Donations Volunteers When a Government, Private or In-Kind source ends, simply go to
New Feature: HIPPY Site Funding Read More »
The Multiple Guardian project is scheduled for a release toward the end of February. As progress is made, we’ll continue to release more details ahead of time to support you with this change. With the ability to be able to add more than 1 guardian to a family, there will be some changes to how
Multiple Guardians 01 – An Overview Read More »
Here’s a list of the latest updates and fixes we’ve released. GUARDIAN AND CHILD STATUS – UPDATE AND EDIT We recently received some input from the field that the “Create New Status” and “Edit Current Status” buttons in the Enrollment Info sections of the guardian and child data pages were confusing. Here’s an overview of
Recent updates and fixes 11/28/2019 Read More »
For Coordinated Intake Agencies, the Case Status Summary and CIAT Export reports have been updated. Case Status Summary This report analyzes new applications For the CI Agency that is running the report, a new application is an application created by the CI Agency or received by the CI Agency. Use the date range filter to
Coordinated Intake Reports Updated Read More »
Here’s an update on the latest happenings and what to look forward to. SUGGESTIONS/REQUESTS FROM THE FIELD Requests that have come in through the Help Desk, email or phone calls. Keep submitting your suggestions. We’re listening. submit suggestion Planning Guide and PVR sync – We removed the sync for Family Well-Being Key Resources and Closing
Project Updates 10/23/2018 Read More »
We recently added the HFA Site Profile Report to the list of Admin reports for Healthy Families America programs. Here are a few details about the report: Reports data on primary guardians and the target child(ren) The target child is defined as the first child enrolled OR the youngest child enrolled in the family if
New – HFA Site Profile Report Read More »
