How do I delete Activity Records Administrators SETWorks allows Activity Records to be deleted by those roles that have permission to do so. Activity Records are an essential element to documenting and proving the service was provided according to ...
What is an Authorization? All users Authorizations are a key topic in SET-Works that describes the service(s) that a consumer is receiving. Authorizations can be viewed/added/modified from within the consumer record. Note: Authorizations should be ...
How Do I Edit A Record That Is Locked from Modifications? Administrators, Managers SETWorks administrators have the ability to allow a user to edit records that are past due. This will disable the "due date has passed" message and allow records to ...
How Do I Control What Department(s) Staff Belong To? Administrators In SETWorks Departments are used to control access to groups of consumers. Read the article below to learn more. Manage Departments - Control Which Departments a User Has Access To ...
How Do Goals Work? Administrators, Managers Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in ...
Hey guys Idea for a change; The documentation complete view on ARs is somewhat misleading as it is showing an overall complete status for shifts where an individual comment was made HOWEVER outcomes/goals were not documented on. Would be good if we could
Under planned questions we have a question that states: What activities were offered today? This has 10 to 9 specific things that we need to mark every day. Is there a way to add a mark all and they will all be marked so answering this question can be
Is there a report that I can run to get the departments a consumer is enrolled in where each department is in its own cell on the report and not lumped together like they are in the Demographics reports?
We would like to have the ability to do non-billable with a group as opposed to a single consumer. For instance: We need to account for why our consumers are absent from day program on poor weather days and we use the non-billable with consumer activity
I'm wondering if there is a way to give a role limited permissions within a section of a staff profile. We would like to hand off a task that would require someone to upload files to a specific set of folders but not have access to all the others. What's
With regard to the new Custom Form Reports update, will there be a video tutorial on how to use the feature? I found the article, but would like more if possible. Thank you,
The SETWorks Essentials How to use all things SETWorks: Monthly SETWorks Webinars You don’t want to miss this: Product Updates Earn $1K: Referral Program Resources Available to you: Resource Guide Your usage at a glance: SETWorks Usage Summary
Hi! I'm curious to hear how other organizations manage the Tasks feature for paperwork that is due on a recurring basis. Some of these tasks are easier to manage than others; for example: due dates for Quarterly Progress Reports don't change, so we can
Does anyone know if there is a way to delete tasks that were assigned to a former employee (other than viewing all tasks and deleting them one by one)?
It would be extremely helpful if there was a way for the system to automatically attach Batch Edit Service Plan Questions to the activity record as soon as an individual is assigned an authorization. We have specific questions set up for each authorization
I know that the Build Custom Document Reports option is being developed and tested. Is there a foreseeable timeframe when this may be released and trained?
Is there or can there be a way to have User Roles included in Messages so that we can send messages directly to those falling within a specific user role? This would be helpful when having to inform individuals who share a user role when there are changes
Hi! My organization is starting to implement SETWorks for a variety of community services (Hourly SCL, 24 Hour SCL, Group/Basic/Specialized Respite, Day Hab.) I am working on creating processes and am looking for some suggestions/tips for reviewing Group
I understand that there are both user and consumer tasks in the system. It would be helpful to have a department task as well. We are looking to find ways to add DSP shift responsibilities to the system, but using the user task or calendar proves to