SETWorks Webinar - May 2024 - Production
Webinar Recording
On May 15th 2024, SETWorks hosted a live webinar about Production in SETWorks. You can view the recording here:
Articles and Resources
Permissions and Privileges
Consumer Profile:
Show Agency Production tab in Consumer Profile.
Is able to create Agency Production Items within the Consumer Profile.
Is able to edit Agency Production Items within the Consumer Profile.
Is able to view Agency Production Items within the Consumer Profile.
Is able to create Agency Production Tasks within the Consumer Profile.
Is able to edit Agency Production Tasks within the Consumer Profile.
Is able to view Agency Production Tasks within the Consumer Profile.
Activity Records:
Allow production items/tasks and client’s group attendance times to overlap with each other.
Enable the Production section within Billable Group Activity Records.
Enable the Agency Production tab inside Billable Group Activity Records.
Is able to delete Agency Production Items and Tasks within the Agency Production tab of the Billable Group Activity Record.
Show Agency Production items section in Comments tab, under each consumer in the group record.
Show Agency Production tasks section in Comments tab, under each consumer in the group record.
Reports
Consumer Agency Production Report Grouped By Consumer
Consumer Agency Production Aggregate Report
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 - May 2023 - Finance Dashboards
On May 17th 2023, SETWorks hosted a live webinar about Finance Dashboards in SETWorks. You can view the recording from the link below: https://youtu.be/Q-LnNDcyCe0 References: General Help: SETWorks Webinar - April 2023 - Business Intelligence (BI) ...Monthly Support Webinar - May 2021 - Tasks
Tasks Webinar On May 26th 2021, SETWorks hosted a live webinar about Tasks. You can view the recording from the link below: Topics Discussed Topics discussed include: Benefits of using Tasks How to create a Consumer Task from start to finish ...SETWorks Webinar - June 2023 - Our Favorite Reports
Our Favorite Reports On June 21st 2023, SETWorks hosted a live webinar about Our Favorite Reports! You can view the recording from the link below: https://youtu.be/RhZXqZyJuT4 Resources: Articles and Videos that Kevin Referenced During the Webinar: ...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: Department Utility ...