Welcome to Visit Tracker!
This article outlines some of the first steps the Main Administrator should take to get started with a new Visit Tracker account.
If your account was created as a result of data migration, please also review this article about Data Migration Support.
1. Get familiar with the SETUP tab
The Setup tab (located in the top navigation bar) has 2 main sections. Here's an overview of each.
- My Account overview (view article)
- Preferences overview (view article)
2. Add home visitors and other users
Before entering any families, it's important to have the home visitors entered first. Then families can be entered by either an Admin or a home visitor and assigned to the home visitor.
Add any additional Helper Admins that may also be helping with account administration and data entry.
IMPORTANT: Any supervisors, or helper admins, that carry a caseload need to have a home visitor login. Additional permissions can be granted to a home visitor to have full access to the account. Read this article for more information on that: Granting Additional Permissions
- Adding New Staff - Video
- Add home visitors - article
- Add helper admins - article
3. Home Visitor 101
Now that you have all your home visitors set up with a login, share this article with them. It provides a training outline of all the Visit Tracker basics to get them started.
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Home Visitor 101 - Start Here!
4. This is just the start...
There are additional Admin Tutorials available to you for whenever you need to reference them. You can find those here - Admin Tutorials
Need anything else? Don't hesitate to get in touch.
- 1-800-532-7148