SETWorks Webinar - January 2023 - Administration

SETWorks Webinar - January 2023 - Administration

On January 18th 2023, SETWorks hosted a live webinar about Administration in SETWorks.

The focus of this webinar is how to configure a new funding source and program which includes an in-depth review of the following utilities:
  1. Department Utility
  2. Contract / Funding Source / Funding Source Contact Utility
  3. Service / Phase Utility

After reviewing the configuration steps, we review how the pieces fit together and set up a new authorization. 

You can view the recording from the link below: 




Resources and Links discussed during the webinar:


Please view the attached PDF, "Set Sail with SETWorks", for an easy-to-read review of the topics discussed during the webinar. 

    • Related Articles

    • Monthly Support Webinar - April 2021 - Reports

      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 ...

    • SETWorks Webinar - January 2024 - Tips and Tricks around SETWorks

      Recording On January 17th 2024, SETWorks hosted a live webinar about Tips & Tricks around SETWorks. You can view the recording from the link below: Content Tips and tricks on various topics such as how to navigate and search the activity records ...

    • Monthly Support Webinar - September 2021 - SETWorks Administration for Beginners

      SETWorks Administration for Beginners On September 29th 2021, SETWorks hosted a live webinar called SETWorks Administration for Beginners. You can view the recording from the link below:  ​ Reports Discussed: Privilege History Notification Report ...

    • 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 ...

    • All SETWorks Webinars

      SETWorks Webinars If you missed one of our support webinars, or want to re-watch one, check out the links below! We have all of the previous recordings available here. 2021 Support Webinar Series Recordings Monthly Support Webinar - April 2021 - ...