How to guides by modules

How to: Reporting

• Reporting: Who did we reach? report
• Reporting: Orientation to the Reporting module

How To: Enrollment Planner

• Enrollment Planner: Overview
• Enrollment Planner: Setting an Enrollment Period and Goals
• Enrollment Planner: Creating enrollment events for your team
• Enrollment Planner: Viewing the enrollment tracker bar

How To: Clients

• Statuses: Updating client status
• Statuses: Definitions and system management of statuses
• Client list: Expanded columns and Action filter
• Client list: Default view
• How to: Log in
• How To: Client Profile

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