The My Intake Specialist Performance dashboard shows how you're meeting orientation expectations specifically, whether new clients receive Orientation on time vs late.
How its measured
- Who's included: All clients who began a related Program Engagement in the selected timeframe.
- Calculation: Compares the Program Engagement Start Date to the Orientation session attendance date.
- Data requirement: You must record Orientation attendance on the Orientation service session in Salesforce; missing attendance will read as late or missing.
Campus expectations
- Downtown campuses: Orientation is expected the same calendar day the client is accepted (i.e., Program Engagement starts).
- The Potters House: Orientation is expected within 72 hours of the client's arrival and approval.
This article explains each tile and how to improve your on-time Orientation rate.
1. 🎤Perform Orientation Every Day of Intake (Last 30 Days): This tile shows breakdown of Orientation status on time vs late for clients in the last 30 days.
2. 🎤Perform Orientation Every Day of Intake (Last 90 Days): This tile shows breakdown of Orientation status on time vs late for clients in the last 90 days.
0 Comments
Add your comment