Recent updates
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Understanding my Referral Metrics
Updated onArticleThe My MP CRS Performance dashboard helps you track your performance and meet role expectations. A key part of this is your referral metrics, which track how often you're meeting with our community partners and developing relationships with new ones. These metrics reflect your efforts to build and maintain strong relationships with city partners. This article explains how to read and understand your referral metrics. The reports described below include all meetings with partners.
Make Progress I'm a CRS, Now What? KPIs
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Understanding my Client Note Metrics
Updated onArticleThe MP CRS Performance dashboard gives you a clear view of your performance and helps you meet role expectations. A key part is your client note metrics, which track how well you document client interactions. Understanding these metrics helps you manage your responsibilities and improve where needed. This article explains how to read your Client Note Metrics. The reports described below include both active and inactive clients on your caseload during the time period described.
Make Progress I'm a CRS, Now What? KPIs
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Navigating a Client's Contact Page as a CLA
Updated onArticleFrom the Client's Contact Page, CLAs can see details surrounding a client's demographics, health, faith, contact information, faith, and more. CLAs can also perform Risk Assessments, view and update Bed Assignments, Health Screenings, add Files, View and Update their medications, Cold Weather Screening, and Record drug screenings. This article describes how to navigate the Contact Page as a CLA.
Community Living I'm a CLA, Now What? Getting Started and General System Navigation
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Tracking Outcomes as a Sustain and Grow Leader
Updated onArticleWhen a client enters Sustain and Grow (SG), SG Leaders track their progress in three outcome areas: Rooted in Community, Retain Employment, and Secure Sustainable Housing. Actions taken by SG Leaders are logged in the system, visually displaying client progress on the Sustain and Grow Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes. This article describes how to track outcomes as a SG Leader.
Entire Manual Client Salesforce Overall Manual Outcomes
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Creating a Job
Updated onArticleAs clients obtain jobs outside of Next Steps, we need to create that job so we can track their progress, track This article describes how to create a job with an organization we are not in partnership with. To learn how to create a job in Next Steps, click here.
Children Services Children Services Jobs
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Ending a Job in @Work
Updated onArticleAs clients in @Work leave their jobs or lose their jobs, we need to document this in Salesforce. This article describes how to end a job in @Work. To learn how to create a job in @Work, click here.
Sustain and Grow I'm a Sustain and Grow Lead, Now What? Jobs
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Creating a Job Organization
Updated onArticleAs clients obtain jobs outside of @Work (Next Steps), we need to document the name of their Employer. We track how many jobs have been obtained at each organization in order to recognize growing partnerships. At times, the Employer's name does not yet exist in our system. When this occurs, we need to create a new Corporate Organization.
Sustain and Grow I'm a Sustain and Grow Lead, Now What? Jobs
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Creating a New Referral Partner Account
Updated onArticleAs we build relationships with new referral organizations and community agencies, it's essential to create an account for them in Salesforce. This allows us to efficiently track our interactions and ensure other staff members are aware of the services these organizations offer. This article describes how to create a New Referral Partner Account. To learn how to record a particular referral given to a client, click here.
Make Progress I'm a CRS, Now What? Referral Organizations
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Enroll a Client in Next Steps
Updated onArticleWhen a client is ready to move to JSW, we need to create a Next Steps Program Engagement for the client. We do this by adding them to Next Steps. As a result, we'll be able to track their progress in @Work and any services we deliver during this time. The Vocational Training Specialist or Vocational Development Trainer typically add clients to Next Steps, but any Next Steps staff member can do so. This article describes how to enroll a client in Next Steps.
Next Steps Next Steps Make Progress Leader Enrolling a Client in Next Steps
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Understanding my Goal Metrics
Updated onArticleThe My Counselor Performance dashboard helps you monitor your performance and ensure you are meeting role expectations. A key component of this is your goal metrics, which track whether you've developed emotional and relational goals for each client within 30 days of their arrival in the Make Progress program. Understanding these metrics enables you to stay on top of your goal-setting responsibilities and identify areas where you can improve timeliness. This article explains how to interpret and analyze your goal metrics. The reports below include all clients under your care and the status of their emotional and social goals. The reports described below include all clients for whom you were responsible and the status of their Emotional and Relational Case Plans.
Make Progress I'm a Counselor, Now What? KPIs