ISP Annual Review Tracking

ISP Annual Review Tracking

Administrators, Directors, Managers
ISP tracking in SETWorks is simple using an Annual Review field on the Consumer profile and the Annual Review Report. 

Info
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 translation.

Consumer Profile - Tracking Annual Review Dates

1. Navigate to Consumers. 
2. Select a consumer. 
3. Navigate to the Consumer Details tab. 
4. Edit record. 
5. Navigate to the Housing/Education/Legal tab. 
6. Observe under Additional Demographics the 'Annual Review' field.
NOTE: If you do not see this field, contact SETWorks Support to assist.  
7. Select the month in which the ISP is effective. 
8. Update.  





The Annual Review field lives on the Consumer Details page >  scroll down and open Additional Information. 



Annual Review Reporting

Settings > Provider Build > Configure Report Access > Search: > Enable per Role
Info
Annual Review Report



    • Related Articles

    • 2023 Year in Review

      SETWorks saw quite a few enhancements in 2023 and we've highlighted the biggest in one spot right here. The most-used areas of SETWorks, Activity Records and Forms, received some really great enhancements that help users be more efficient and allow ...

    • Behavior Tracking

      How do I use SETWorks to track behaviors? Administrators, Managers You can use the Behavior Tracking module in SETWorks to track individual's behaviors. Configuration Activate the following permission for any user role that needs to be able to access ...

    • 2024 Year in Review

      SETWorks saw quite a few exciting enhancements in 2024, check out our favorites below! 2024 Year In Review - Product Highlights Forms Adding Specific Network Contacts We now allow you to select contacts from the consumer's profile and pre-populate ...

    • Monthly Support Webinar - January 2022 - Annual Reporting

      Annual Reporting Webinar On January 26th 2022, SETWorks hosted a live webinar about Annual Reports. You can view the recording from the link below:  ​ Featured Reports:  Demographics Dashboard Served, based on Records Consumers Served Dashboard Job ...

    • SETWorks Webinar - October 2024 - Processing an ISP

      Recording On October 16, 2024 SETWorks hosted a live webinar: Processing an ISP. You can view the recording below: https://youtu.be/VE8sZMnwAdU References File Acknowledgement Creating Your First Task Consumer Events Consumer Add/Edit Wizard