UPDATE 5/16 – We are conducting more testing on Site/Fund Code Tracking and all related reports before releasing these 2 projects. The release of these projects is expected to be over the weekend of 5/18. We will announce once these projects have been officially released.
SITE/FUND CODE TRACKING
- History tracking has been added to the Site/Fund Codes
- View the tutorial to learn more: Site/Fund Code tutorial in Knowledgebase
Updates have been made to Resource Connections
- The Resource Connections page will display connections entered. Click “pencil” to view, edit, and enter follow-ups / progress
- Enter a new Connection – Click on the “Add a new Resource Connection”
- “Pertains to” – You can now select who the Resource Connection relates to.
- Progress notes have been added. Entered follow-ups and/or progress notes
- Connection Types have been updated
- Knowledgebase tutorial has been updated