Recent updates
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Assigning a Client to a Cold Weather Bed
Updated onArticleWhen a client is screened and accepted into Atlanta Mission for Cold Weather shelter, we need to assign that client a cold weather bed. This article describes how to assign a client to a cold weather bed. To learn how to assign a client to a regular shelter bed, click here.
Other I'm a Campus Admin, Now What? Cold Weather Screening - TSI
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Completing an In-Person Screening with an Applicant at The Potter's House
Updated onArticleWhen an applicant arrives for intake at The Potter's House, we need to properly assess their final eligibility around physical health, mental health, and their drug screen. This article describes how to complete an in-person screening with an applicant on-site for intake at The Potter's House. To learn how to complete a phone interview, click here.
Other I'm a Campus Admin, Now What? Screening and Intake - TPH
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Changing the Status of an Application
Updated onArticleAt times, we will receive documentation we need in order to approve an applicant to In-Person Screening or a conversation with the admissions team that enables us to move an applicant forward in the process. When this occurs, we need to change the status of the application manually. This article describes how to change the status of the application manually. To learn how to perform a phone interview, click here.
Other I'm a Campus Admin, Now What? Screening and Intake - TPH
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Logging In
Updated onArticleIf you have access to the Internet and are logged into your AM Staff Microsoft account, you can log into Salesforce. You may be prompted to authenticate via the Microsoft app when you login, so have your smartphone ready.
Other I'm a Campus Admin, Now What? Getting Started
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Case Managers: Submitting a Client for Approval to the Next Program Phase
Updated onArticleAs Case Managers continue to meet with clients on their caseloads and perform needs assessments, there will likely come a point that a client is found eligible and ready to progress to progress to the next program phase. This article describes how to submit a client to your leader for approval to progress. To learn how to recommend a persona change, click here.
Other I'm a Campus Admin, Now What? Approvals
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Recording Bans
Updated onArticleTo ensure our clients' and staff members' safety on campus, we need to record client bans. Bans will alert staff that a client should not enter Atlanta Mission properties assuming it's a lifetime ban or the ban expiration date has not passed. This article describes how to document a temporary ban or a lifetime ban on a client's profile. To learn how to document an incident, click here.
Other I'm a Campus Admin, Now What? Incidents
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Creating a Case Management Client Note
Updated onArticleAs Ambassadors, Advocates, Vocational Training Managers, and Sustain and Grow Leaders continue to meet with clients on their caseload in, we need to document the time and length of the meetings, as well as the content of the discussion. This article describes how to create a Case Management Client Note.
Other I'm a Campus Admin, Now What? Client Notes
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Assigning a Client to a Bed
Updated onArticleWhen a client or their children arrive at Atlanta Mission, we need to assign the client to a bed. There are two ways to assign a client to a bed. The Beds List or by searching for the bed. This article describes how to assign a client to a bed. To learn how to transfer a client to a different bed, click here.
Other I'm a Campus Admin, Now What? Beds and Bed Assignments
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Viewing Services Offered
Updated onArticleFrom the Program Page, staff view all services provided in the program. Leaders and Campus Admins can also create new Classes/Groups from the Program page to offer in that Program. This article describes how to view Services offered in a particular Program. To learn how to locate the correct Program page, click here.
Other I'm a Campus Admin, Now What? Services
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Recording Client Passes
Updated onArticlePasses are given to clients when they are leaving campus, when they need to take MARTA, and, on some campuses, when they need to make a phone call. Tracking passes are critical to know when a client is off campus or when they've received specific services from us. This article explores how to give each type of pass. This article describes how to record client passes. To learn how to record a MARTA Card, click here.
Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)