Community Resource Services

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VistaShare Orientation/Training Manual

• How do I log on?
• How do I change my password?
• I forgot My password
• System Requirements/Troubleshooting

• How People and Organizations are Tracked
• What is a Role?
• Searching for a Person or Organization
• How to enter a New Family Record
• How to enter the Family Information (Cheat Sheet)
• How to add a Family Member (client) to Family Record
• How to enter Registration Form Information on Client Profiles (Cheat Sheet)
• Editing Information for a Person or Organization
• How to End a Family Relationship
• Quick Step by Step Reference Guide to enter a Family Record

Section III: Enrolling a Client into a Service/Activity

• How do I enroll a Client into a Service or Activity?
• Using filters to indentify Services

• How to enroll clients in Counseling Services & Complete Counseling Assessment Tool

Family Advocacy & Differential Response Services

• How to enroll clients in Family Advocacy/Differential Response Services & FDM

Large Group Services

• How to enter a Large Group Service (video)

Non Core Services

• How to enroll clients in Non Core Services
  

• How to enroll clients in Parenting Education Classes & Complete Parenting Assessment Tool
• How to Set up a Parenting Class from Template

Personal Empowerment Program (PEP) Services

• How to enroll clients in Personal Empowerment Program (PEP) Services & Complete Assessment Tool

VistaShare Reports

• How to run the FaCT Montlhy Service Grid Report
• How to run the FaCT Service Detail Report & Service Detail Report by Family
• How to run the FaCT Demographic by Agency Report
• How to run the FaCT Demographic by Service Report
• How to run the Assessment Reports (Screen Shots)
• How to run the Assessment Reports Instructions