Admin Tutorials
- Set Up Options (Main Admin)
- PAT Affiliate APR Transfer
- Setup - "Preferences" Overview
- Setup - "My Account" Overview
- Home Page Setup
- Entering a New Home Visitor (educator)
- Add or Delete Helper Admin (Additional Admin)
- Giving a Home Visitor Admin Access
- User Management: Granting Permissions
- User Management: Adding a Read-Only user
- Adding an Additional Home Visitor to a Family
- Staff Profiles
- Group Connections: Home Visitor is able to give editing/attendance to other HV.
- Supervision - Schedule and Record
- Child Screenings
- SETUP - Site/Fund Codes
- Setup > Assessments
- Reminder Rules
- Planning Guide and PVR - Templates and Customization
- Enable "Reviewed by Supervisor" on PVR
- Locking Personal Visit Records
- Adding Staff Trainings / Professional Development / Supervision
- Group Connections
- Enabling File Uploads
- Automatic Email to Guardians regarding upcoming visits
- Data Quality Alerts
- Invoices - Update / Edit
- Data Sharing - Visit Tracker Accounts
- Admin: Staffing
- Deactivate a Home Visitor