Recent updates
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Navigating the Sustain and Grow Program Engagement Page
Updated onArticleFrom the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Sustain and Grow. To learn how to navigate the Program Engagement pages for Find Hope and Choose Help, click here. To learn how to navigate the Program Engagement page for Make Progress, click here.
Other I'm a Campus Director, Now What? Getting Started
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Navigating Find Hope and Choose Help Program Engagement Pages
Updated onArticleFrom the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Find Hope and Choose Help. To learn how to navigate the Program Engagement page for Make Progress, click here. To learn how to navigate the Program Engagement page for Sustain and Grow, click here.
Other I'm a Campus Director, Now What? Getting Started
Article also found in:
- Find Hope and Choose Help / I'm an Intake Specialist, Now What? / Getting Started
- Find Hope and Choose Help / I'm an Ambassador, Now What? / Getting Started
- Find Hope and Choose Help / I'm a FH/CH Leader, Now What? / Getting Started
- Entire Manual / Client Salesforce Overall Manual / Program Engagements
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Marking that a Client has Reached Alumni Status
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations became @Work Alumni. The Retention Coach is responsible for marking the date a client reached @Work Alumni. This article describes how to mark that a client has reached @Work Alumni. To learn how to discharge a client from @Work, click here.
Next Steps Next Steps Make Progress Leader Updating Client Progress in @Work
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Discharging a Client from @Work
Updated onArticleWhen an @Work Client leaves the program, because of opting out, needing to be recycled, reaching alumni status, or being terminated from the program, we need to discharge their @Work Program Engagement. This article describes how to discharges an @Work Client's @Work Program Engagement.
Next Steps Next Steps Make Progress Leader Discharging a Client from @Work
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Review a Client's Retention Status
Updated onArticleThe Retention Coach engagement frequency changes based on a client's retention status. The retention status is updated regularly as a Retention Coach creates the Retention Coach Assessment.This article shares how to review a client's current retention status. To learn how to enter a new Retention Coach Assessment, click here.
Next Steps Next Steps Make Progress Leader Assessments
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Updating a Job in @Work
Updated onArticleAs clients in @Work obtain jobs outside of our Corporate Partners, we need to update that job so we can continue track their progress as they obtain higher wages, have changes in hours, or benefits. This article describes how to update a job in @Work. To learn how to create a job in @Work, click here.
Next Steps Next Steps Make Progress Leader Jobs
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Creating a Job in @Work
Updated onArticleAs clients in @Work obtain jobs outside of our Corporate Partners, we need to create that job so we can track their progress and start Retention. This article describes how to create a job with an organization we are not in partnership with. To learn how to create a Job Listing and relate a Job to that Listing, click here.
Next Steps Next Steps Make Progress Leader Jobs
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Updating Client Income
Updated onArticleAs a client gains income whether through a job, SSI, or some other form, we need to update that on their contact record. If we have clients receiving income from specific sources, we receive additional food from the food bank. That's why updating this information is such a key priority. This article describes how to update a client's income.
Next Steps Next Steps Make Progress Leader Updating Client Information
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Deactivating a Client Alert
Updated onArticleWhen a Client Alert is no longer true for a client, we need to deactivate it. This article describes how to deactivate a Client Alert. To learn how to create a Client Alert, click here.
Make Progress I'm a Make Progress Leader, Now What? Client Alerts
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Creating a Client Alert
Updated onArticleAlerts have two functions: to alert all staff viewing a client's page to an issue or to alert the client to something. This article describes how to create a Client Alert. To learn how to deactivate a Client Alert, click here.
Make Progress I'm a Make Progress Leader, Now What? Client Alerts