Admin Tutorials
- Home Page Setup
- Entering a Home Visitor (educator)
- Deactivate a Home Visitor
- Deactivate and replace a home visitor
- Giving a Home Visitor Admin Access
- User Management: Granting Permissions
- User Management: Adding a Read-Only user
- Add or Delete Helper Admin (Additional Admin)
- Helper admin needs to be a Home Visit
- Set Up Options (Main Admin)
- Invoices - Update / Edit
- Setup > Assessments
- Automatic Email to Guardians regarding upcoming visits
- Child Screenings
- Child Assessments
- Locking Personal Visit Records
- Enabling File Uploads
- Adding Staff Trainings / Professional Development / Supervision
- Reminder Rules
- Data Quality Alerts
- Caseload Weight
- Group Connections
- Planning Guide and PVR - Templates and Customization
- Admin: Staffing
- Data Sharing - Visit Tracker Accounts
- State Account