In April, SETWorks hosted a series of events on the new Circle Community Platform. You can access the recordings from these events from the links below:
Advanced Report Builder Workshop Series Take your reporting capabilities to the next level with our interactive workshop series focused on mastering the Advanced Report Builder. Whether you're looking to generate insightful reports on Activity ...
Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...
Question Type Creation and Question Control Options in Form Builder The Question Control drop down is used to setup how you would like your question to be displayed or the way it behaves on a form. Terminology can be modified within SETWorks to ...
Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...
How to Create a Report in the Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Report Builder, click on Settings, then Provider Build, and then the "Advanced Report Builder" button. ...