Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
Recording On July 17th 2024, SETWorks hosted a live webinar about Consumer Intake Recommendations. You can view the recording from the link below: https://youtu.be/YtTmUyc_PDg Topics Discussed: Intake/Referral Department Monitoring Progress with ...
How do I modify the Information on My Clients? Everyone, All Users To modify the information that appears on the consumer profile page, select the edit button. After making the necessary changes, select update. Terminology can be modified within ...
Recording On February 21st 2024, SETWorks hosted a live webinar about Custom Form Reports. This feature allows users to take a form created in SETWorks and map it to export to either Word or Excel. You can view the recording from the link below: ...